TMA Systems is seeking a Salesforce Administrator to lead the optimization and strategic enhancement of our Salesforce CRM platform. In this critical role, you will design key business processes, shape our AI strategy, automate workflows, and enable data-driven decision-making across sales, marketing, finance, and operations teams.
What You'll Do
- Lead the setup, administration, and ongoing optimization of the Salesforce CRM platform.
- Develop and implement end-to-end system integrations between Salesforce and third-party applications.
- Collaborate with IT and operations teams to maintain seamless data flow and system connectivity.
- Build and maintain custom objects, validation rules, workflows, and approval processes.
- Ensure platform stability, security, and alignment with business requirements.
- Manage system configuration changes and maintain documentation standards.
- Design and optimize workflow automations and approval processes using AI to support sales and marketing efficiency.
- Manage assignment rules, email alerts, and process automation to streamline business operations.
- Leverage automation tools including Flows, Process Builder, and Assignment Rules to reduce manual effort.
- Continuously evaluate system performance and recommend improvements to enhance productivity.
- Identify opportunities for automation and implement solutions that drive operational excellence.
- Build and maintain custom dashboards and reports to track key business metrics.
- Transition static reporting into dynamic Salesforce dashboards.
- Partner with stakeholders across teams to ensure data-driven decision-making.
- Create executive-level reporting and insights for leadership visibility.
- Implement analytics best practices and ensure data accuracy across reports.
- Manage user access, roles, and permission sets in alignment with data security policies.
- Deliver training sessions and create user guides to enhance adoption and promote best practices.
- Provide ongoing user support and troubleshooting for platform-related issues.
- Champion Salesforce best practices and drive continuous improvement in user engagement.
- Act as the primary point of contact for Salesforce-related questions and requests.
- Oversee data import/export, deduplication, and data quality initiatives.
- Implement and maintain data governance frameworks to ensure data integrity.
- Establish data standards and policies across the Salesforce environment.
- Monitor data quality metrics and implement corrective actions as needed.
What We're Looking For
- 6+ years of Salesforce administration experience, including system integration and automation workflows.
- Hands-on experience with Salesforce Sales Cloud, CPQ, Gong, HubSpot and familiarity with Marketing Cloud.
- Strong understanding of Salesforce Objects.
- Skilled in data import/export, deduplication, and data governance frameworks.
- Extensive experience with automation tools including Flows, Process Builder, and Assignment Rules.
- Proven ability to build custom objects, validation rules, workflows, and approval processes.
- Experience developing and maintaining system integrations with third-party applications.
- Strong reporting and dashboard creation skills with focus on business metrics.
- Excellent communication and stakeholder management skills.
- Strong documentation skills and attention to detail.
- Ability to balance strategic system design with day-to-day operational management.
- Problem-solving mindset with ability to work independently and collaboratively.
Nice to Have
- Salesforce Certified Administrator.
- Salesforce Certified Advanced Administrator.
- Familiarity with SQL and API-based integrations.
- Experience with middleware/integration platforms.
- Experience with Salesforce CPQ, Service Cloud.
- Understanding of GDPR, data privacy, and security compliance.
Technical Stack
- Salesforce CRM
- Salesforce Sales Cloud
- CPQ
- Gong
- HubSpot
- Marketing Cloud
- Flows
- Process Builder
- Assignment Rules
- SQL
- API-based integrations
TMA Systems is an equal opportunity employer.
