Salesforce Administrator
at BS&A Software

BS&A JOB DESCRIPTION

Salesforce Administrator

About the Position

The Senior Salesforce Administrator is responsible for the configuration, administration, and optimization of BS&A’s Salesforce ecosystem (e.g., Sales Cloud, Revenue Cloud (Salesforce CPQ & Salesforce Billing), Service Cloud, Experience Cloud, Professional Services PSA and Financial Cloud). This role centers on secure, reliable operations: user and permission management, org configuration, high-quality data, and robust automation via Salesforce Flows. The Admin partners closely with Finance, IT, Customer Success, and Business Operations to deliver new functionality, enable reporting, and execute releases in coordination with our Salesforce Developer and integration teams.

Position Qualifications

Education

1. Bachelor's degree in Computer Science, Information System, or related field.
2. Salesforce Platform Administrator II and/or Platform App Builder preferred.
3. Salesforce Advanced Administrator Certification Required
4. Salesforce CPQ Specialist Certification Preferred
5. Certinia PSA, Rev Mgmt., and ERP and/or related Certinia certifications a plus
6. Other combinations of education and experience may be considered in substitution for the minimum qualifications.

Experience

1. 8+ years as a Salesforce Administrator/Consultant supporting multi-cloud environments.
2. Strong expertise with Salesforce Flows, security model (profiles/permission sets/sharing), and environment/release execution.
3. Hands-on experience with CPQ & Salesforce Billing and Experience Cloud preferred.
4. Familiarity with adjacent integrations (e.g., HubSpot, Certinia/FinancialForce, Snowflake/Tableau/Power BI); able to partner with developers on changes.
5. Solid data stewardship: processing, validations, deduplication, imports/exports, and reconciliations.

Essential Job Tasks

1. (This is not an all-inclusive list of all job duties that may be required; employees will be required to perform other related duties as assigned.)
2. Configure and maintain Sales/Service/Experience Clouds, CPQ & Billing; manage objects, fields, page layouts, record types to enable the business.
3. Maintain multiple environments (dev/test/prod); schedule and execute releases and sandboxes refreshes per change control governance.
4. Administer users, profiles, permission sets, roles, sharing rules, and SSO policies; uphold least privilege standards.
5. Ensure data integrity and compliance (validation rules, duplicate management, audits).
6. Design, test, and deploy Salesforce Flows (record-triggered, scheduled, subflows, invocables) and approvals to streamline operations.
7. Partner with the Developer to decide config vs. code and to harden error handling and logging.
8. Build and maintain reports/dashboards for Finance/CS/Ops; enable downstream analytics handoffs (e.g., Snowflake/Tableau/Power BI).
9. Triage feature requests and incidents; resolve issues across configuration/data/integrations. Communicate status and progress. Report on requests for trending analysis.
10. Create or partner on SOPs, admin runbooks, and user guides; deliver targeted training for new features.
11. Coordinate with integration/Dev teams on connected systems (e.g., HubSpot, Certinia/FinancialForce, Snowflake, Tableau. SharePoint); validate field mappings and data flows.
12. Participate in UAT, cutovers, and post-release reviews, track adoption and feedback.
13. Ability to evaluate Salesforce requirements and provide for:
14. Overall recommendation on whether any such requirements “should” be managed with Salesforce or not.
15. If “yes”, what is the proper way to design and build the requirement taking advantage first of out of the box objects & features and second if customization is required, how to best leverage native workflow tools like Salesforce Flows, and third, if necessary, how to customize with Apex.

Skills and Competencies

1. Salesforce administration & automation: Expert with Flows (record-triggered, scheduled, subflows, invocables) and approvals; confident configuring objects/fields/page layouts/record types across Sales, Service, Experience; familiarity with CPQ & Billing guardrails.
2. Security & access management: Deep command of profiles, permission sets/PSGs, roles, sharing rules, FLS, and SSO; enforces least-privilege and maintains auditability.
3. Data quality & reporting: Owns validations, dedupe, imports/exports (Data Loader/Import Wizard); builds stakeholder-ready reports/dashboards and supports BI handoffs (Snowflake/Tableau/Power BI).
4. Release & environments: Plans sandbox strategy and refresh cadence; promotes config via DevOps Center/Change Sets; coordinates UAT, cutover/rollback, and release notes.
5. Integrations (admin perspective): Validates field mappings and connected apps; monitors jobs and logs with clear escalation; basic SOQL for verification; partners with developers on API/webhook/iPaaS changes.
6. Support, documentation & collaboration: Triages incidents/requests to SLA; authors or partners on SOPs/runbooks/user guides; delivers targeted training; translates business needs into maintainable configurations and communicates trade-offs clearly.

Other requirements

1. Prior to hiring, BS&A requires that all candidates pass a background review.

Knowledge, Skills, and Abilities

Knowledge of

1. Salesforce Clouds (Sales, Service, Experience), CPQ & Billing fundamentals, data model, and security model.
2. Of all Salesforce Clouds noted, must have excellent working knowledge is that of Salesforce Revenue Cloud (CPQ and Billing) including excellent working knowledge of:
3. Product Modeling
4. Price Book modeling & Price Rules
5. Quote Output Template construction including Omni-Studio and/or Conga Composer Integration
6. Order Orchestration with knowledge of Salesforce “Advanced Order Mgmt.” module
7. Salesforce Billing including billing schedules, invoice construction and presentation.
8. Usage Based Billing including knowledge of usage object and how to meter usage.
9. Best practices for Flows, approvals, validation rules, duplicate prevention, and change management.
10. Reporting/dashboards and analytics enablement; basic data warehousing concepts for handoffs.
11. Integration touchpoints and field mapping across common enterprise systems.

Skill in

1. Designing robust Flows (subflows, invocables, error handling) and scalable declarative solutions.
2. Administering users/permissions and implementing secure sharing models.
3. Building useful reports/dashboards and running data quality operations (imports, mass updates, dedupe).
4. Executing releases across environments, coordinating UAT, and following documented cutover/rollback checklists.
5. Structured troubleshooting using logs/debug tools; clear written documentation and training.

Ability to

1. Translate business requirements into clean, maintainable configurations; make pragmatic config vs. code recommendations.
2. Prioritize and deliver multiple requests in a fast-paced environment with attention to detail and SLAs.
3. Collaborate effectively with Finance/CS/Ops and partner closely with Developers and integration teams.
4. Communicate clearly to non-technical stakeholders and drive user adoption.

Working Conditions

1. Primarily Indoors office environment
2. Rarely outdoors, in temperatures above 90 degrees or below 40 degrees
3. Standard working hours with potential for extended hours during project peaks or audit periods.

Supervision

Reports to VP IT & Security