Salesforce Administrator
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Job Description
Salesforce Administrator managing CRM configuration, automation, security, and user support for Keystone, a growing U.S. insurance brokerage. Driving platform adoption and process improvements across departments.
Responsibilities:
- Serve as the primary administrator for Salesforce, ensuring platform stability, performance, and ongoing optimization
- Analyze support requests and enhancement tickets, troubleshoot issues, and implement scalable solutions
- Design, build, and maintain business process automation using Salesforce Flow, approval processes, and other declarative tools
- Configure and manage custom objects, fields, record types, page layouts, validation rules, formulas, and related platform components
- Develop, maintain, and enhance reports and dashboards
- Manage user setup and maintenance, including profiles, permission sets, roles, licenses, and access controls
- Ensure adherence to security, compliance, governance, and data management best practices
- Collaborate with business stakeholders to gather requirements and translate business needs into Salesforce solutions
- Support system testing, release management, change control, and deployment activities
- Maintain documentation of system configurations, business processes, integrations, and technical procedures
- Provide training, guidance, and ongoing support to end users
- Partner with internal teams and third-party vendors on integrations, enhancements, and strategic initiatives
- Stay informed on Salesforce releases, emerging technologies, and industry best practices to recommend improvements
Requirements:
- Salesforce Certified Administrator certification
- 5+ years of hands-on Salesforce administration experience
- Insurance industry experience or strong insurance business acumen a plus
- Strong knowledge of Salesforce architecture, security model, data management, and declarative development capabilities
- Experience building and maintaining Salesforce Flow automations and business process solutions
- Proficiency with Data Loader and other data management tools, including data imports, exports, cleansing, and migration activities
- Knowledge of Salesforce deployment and release management tools, including Change Sets
- Experience creating reports and dashboards tailored to business requirements
- Advanced Microsoft Excel skills, including data analysis and manipulation
- Ability to create and maintain clear, accurate, and consistent documentation
- Excellent written and verbal communication skills for technical and non-technical audiences
- Strong analytical and problem-solving skills
- Ability to manage multiple priorities in a fast-paced, evolving environment
- Strong interpersonal skills and ability to engage employees at all organizational levels
- Limited travel required
- Ability to pass a criminal background check, as permitted by law
Benefits:
- Competitive Salary
- Health Insurance Plans (PPO, HSA, Copay Options)
- Dental Insurance
- Vision Insurance
- Company Paid Disability Insurance
- Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
- 401(k) with Safe Harbor Match
- Paid Time Off
- Paid Holidays
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