Note: The job is a remote job and is open to candidates in USA. Personify Health provides a personalized health platform that combines health plan administration, wellbeing solutions, and care navigation. The Salesforce Administrator will manage, maintain, and optimize the Salesforce Sales Cloud platform, serving as the primary point of contact for Salesforce needs while supporting sales operations, data integrity, security, automation, integrations, and user enablement.
Responsibilities
- Manage day-to-day configuration, support, maintenance, and improvement of the Salesforce Sales Cloud platform
- Handle all basic administrative functions including user account maintenance, roles, profiles, permission sets, public groups, OWD, and sharing rules
- Create and maintain fields, page layouts, record types, dashboards, and reports
- Build and maintain business process automation using Flow (Screen Flows, Record-Triggered Flows, Scheduled Flows), including migrating legacy Workflow Rules and Process Builder automations to Flow
- Perform regular data audits, deduplication, and data cleansing to maintain data quality
- Handle data management tasks including imports, exports, mass updates, and backups
- Serve as first point of contact for troubleshooting Salesforce issues, working with users to resolve problems in a timely manner
- Manage user setup, deactivation, roles, profiles, and license assignment
- Coordinate and manage system upgrades, seasonal releases, and sandbox refreshes/testing
- Evaluate new Salesforce releases and AppExchange applications, and make recommendations for adoption where appropriate
- Support and administer integrations with third-party sales tools (e.g., HubSpot, LeanData, ZoomInfo, Sales Navigator, Form Assembly)
- Assist in training new users and grow the Salesforce skill set across the organization
- Document processes, workflows, and system configurations to support knowledge sharing
- Collaborate with stakeholders across Sales, Marketing, and Customer Success to gather requirements and translate business needs into scalable Salesforce solutions
- Ensure compliance with data governance, security, and privacy policies
- Manage AppExchange application implementations and integrations
Skills
- Minimum 3 years of hands-on Salesforce Administration experience
- Salesforce Certified Administrator credential required
- Strong understanding of Salesforce architecture, data model, and best practices
- Proficiency with Flow (required) — must be comfortable building and maintaining Screen Flows, Record-Triggered Flows, and Scheduled Flows to support sales process automation
- Working knowledge of Validation Rules and Approval Processes
- Experience with reports, dashboards, and data visualization
- Strong familiarity with Sales Cloud (pipeline management, opportunity/lead processes, forecasting)
- Experience with data management tools (Data Loader, Data Import Wizard)
- Understanding of security models (roles, profiles, permission sets, sharing rules)
- Strong analytical and problem-solving abilities
- Excellent communication skills, with the ability to translate technical concepts for non-technical stakeholders
- Highly organized with strong attention to detail
- Ability to manage multiple priorities and work independently
- Bachelor's degree in Business, Information Systems, Computer Science, or related field preferred (or equivalent practical experience)
- Familiarity with third-party sales tech platforms such as HubSpot, LeanData, ZoomInfo, or Sales Navigator
- Experience with Salesforce Einstein / AI features (Einstein Lead Scoring, Einstein Activity Capture, Sales AI, etc.)
- Additional Salesforce certifications (e.g., Advanced Administrator, Platform App Builder) a plus
- Experience with AppExchange app evaluation and implementation
- Basic understanding of Apex and Visualforce (not required, but a plus)
- Experience with change management and release processes (sandboxes, deployment tools)
Benefits
- Competitive base salary and benefits effective day one
- Comprehensive medical and dental through our own health solutions (yes, we use what we build)
- Unlimited PTO—rest and recharge time is non-negotiable
- Mental health support, retirement planning, and financial protection
- Professional development with clear career progression and learning budgets
- Mission-driven culture where diverse perspectives drive real impact on people's health
- Full benefits package starting day one
- Wellness programs and other employee perks
Company Overview
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