Salesforce Administrator

Role Overview

• Executing high-volume data operations with precision, including:
• Deduplicating and merging records (Contacts, Accounts, and custom objects).
• Performing bulk updates and backfills across Salesforce.
• Updating and correcting lookup relationships between records.
• Cleaning and standardizing datasets imported from CSVs or external source.
• Using deduplication tools (such as DataGroomr) and Salesforce native deduplication to design and executing structured deduplication workflows.
• Identifying and resolving missing or incomplete data, broken relationships between objects, conflicting or duplicate records.
• Performing ongoing audits to ensure Salesforce remains a reliable source of truth.
• Acting as a primary executor for Salesforce requests, such as fixing incorrect records/relationships, updating fields and statuses based on business needs, supporting campaign builds and outreach lists from spreadsheets, troubleshooting data-related issues impacting reports or workflows.
• Triaging and completing a steady stream of operational tickets with speed and accuracy.
• Serving as a key point of contact for end-user support, including debugging Flows, permissions, and data issues.
• Collaborating closely with Sales, Marketing, Execution teams to ensure CRM reflects real-time activity.
• Developing a strong understanding of how Salesforce supports investor and client activity tracking, transaction and pipeline workflows, reporting and analytics.
• Supporting initiatives such as backfilling missing data, updating lifecycle fields and statuses, ensuring consistency between different data sources.
• Identifying patterns in repetitive manual work and propose improvements.
• Designing, building, testing, and deploying scalable declarative solutions (Flows, validation rules, page layouts).
• Balancing speed of execution with long-term system scalability.
• Performing daily administration and maintenance of the Salesforce environment, including user management, data integrity checks, system health monitoring, security settings.
• Supporting onboarding of new Salesforce users.
• Working closely with developers and analysts to design effective solutions to business challenges.
• Developing documentation, training materials, and support user adoption of Salesforce best practices.

Requirements

• 2–5 years of hands-on Salesforce Administration experience, ideally within large enterprise or financial services environments.
• Salesforce Certified Administrator, Advanced Administrator, or equivalent certifications.
• Strong experience with data-heavy Salesforce work, including deduplication and record merging, bulk data updates and backfills, managing lookup relationships and data consistency.
• Strong proficiency in building, maintaining, and debugging advanced Salesforce Flows.
• Proficiency in SOQL for data validation, analysis, and debugging.
• Experience supporting data imports, pipelines, or backfills.
• Solid understanding of Salesforce data models, including custom objects.
• Highly organized and detail oriented, with the ability to manage and prioritize multiple concurrent tasks.
• Strong process documentation skills and the ability to translate business needs and propose technical solutions.
• A proactive, self-starter mindset with strong ownership and follow-through.
• Additional Salesforce certifications, such as Advanced Administrator or Platform App Builder.
• Advanced SOQL skills and a foundational understanding of Apex.
• Experience with other CRMs or integrations with ERP systems.
• Familiarity with agile development methodologies.

Tech Stack

• ERP