Associate Salesforce Administrator

Associate Salesforce Administrator

The Associate Salesforce Administrator supports the day-to-day operation of the Salesforce platform and serves as a primary point of contact for user questions and basic support. This role partners closely with the Salesforce Administrator, internal teams, and leadership to ensure Salesforce data accuracy, usability, and alignment with business needs.

The ideal candidate is detail-oriented, curious, and eager to learn, with a focus on continuous improvement, user experience, and operational efficiency.

Essential Job Functions

• Manage daily Salesforce operations, including user management, data cleanup, and reporting
• Serve as the onsite point of contact for Salesforce questions and basic technical support
• Maintain data integrity across users, products, assets, and employee records
• Coordinate Salesforce license allocation and cost tracking by department
• Assit with managing backups, archiving, and sandbox environments

System Configuration & Enhancements

• Assist with Salesforce releases and upgrades (three annually)
• Create and maintain custom fields, objects, workflows, validation rules, page layouts, and reports
• Support automation and process improvements in partnership with the Salesforce Administrator
• Assist with evaluating, implementing, and supporting new Salesforce features and integrations

Reporting & Analytics

• Build and maintain reports and dashboards to meet business needs
• Monitor reports to ensure data accuracy and relevance

Cross-Functional Collaboration

• Partner with Sales, Support and other teams to support Salesforce data and processes
• Monitor changes in company operations, policies, and procedures, and partner with the Salesforce Administrator to update and optimize requirements into Salesforce
• Support new product setup and asset management
• Collaborate with Salesforce partners on integrations and development projects
• Assist with annual Salesforce contract review and recommendations

Tools & Integrations Ownership

• Administer SurveyMonkey surveys, dashboards, and automation
• Support Salesforce-Azure integration (Quantum Whisper), including troubleshooting and updates

Training & Documentation

• Create and maintain documentation for processes and system changes
• Coordinate and/or conduct Salesforce training for internal users

Additional Support

• Serve as backup for the Customer Support Administrator as needed

Essential Knowledge, Skills, and Abilities

• Willingness to learn and adapt in a fast-changing technology environment

• Strong problem-solving skills with attention to detail, including the ability to analyze issues, solve complex problems, and provide clear documentation, guidance, and user support

• Ability to translate business needs and ideas into technical processes

• Self-starter who can work independently, collaborate across multiple projects, and maintain poise under pressure

• Effective communicator with technical and non-technical stakeholders as well as partners and management
• Strong organizational and prioritization skills
• Ability to work independently and collaboratively across multiple projects

Salesforce Knowledge

• Experience creating reports and dashboards
• Understanding of objects, fields, record types, page layouts, validations, workflows, and Cases
• Familiarity with administrative functions and basic automation

Preferred Qualifications

• Customer-facing experience
• Proficiency in Microsoft Excel (Pivot Tables, VLOOKUP); SQL preferred
• Basic understanding of AI concepts and interest in adopting AI tools
• Salesforce certification (required or preferred, depending on role level)

The above statements describe the general nature and level of work performed in this job. They are not intended to be an exhaustive list of all duties. Additional responsibilities may be assigned by Karmak.