Salesforce Administrator

JOB SUMMARY

The Salesforce Administrator is responsible for supporting the operational excellence, process efficiency, and data driven decision-making across the sales organization.

This role administers the sales systems (Salesforce), reporting, and forecasting ensuring that sales teams have the tools, insights, and processes they need to perform at their best.

The role requires strong analytical and problem-solving capabilities, paired with strategic thinking, solid business acumen, and a comprehensive understanding of sales processes and CRM data.

JOB DESCRIPTION

Salesforce Platform Administration

• Integrate and manage supporting sales tools, including ZoomInfo, LinkedIn Sales Navigator, Pardot (Account Engagement), Introhive, Outlook Integration and e-signature or proposal platforms (e.g., DocuSign, Conga)
• Configure and customize Salesforce using declarative tools (Flows, Validation Rules, Dynamic Pages, Custom Report Types)
• Maintain profiles, permission sets, licenses, roles, and sharing settings to ensure proper data access and compliance
• Manage release updates and assist with testing new salesforce features
• Work cross-functionally with developers and architects to deliver enhancements to production environment.
• Participate in UAT and release deployment activities
• Assist with import, update, clean and transform data activities using Data Loader, Data Import Wizard, or third-party tools

User Enablement & Support

Data Management & Reporting

Supervisory responsibilities

Work environment

Physical demands

Travel required

Required education and experience

Preferred education and experience

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

WHO WE ARE

UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

WHAT WE OFFER

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

ATTRACTIVE COMPENSATION PACKAGES

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.