Note: The job is a remote job and is open to candidates in USA. Incite Tax is an accounting firm that helps small business owners understand their finances, make informed decisions, and retain more of their earnings. The Salesforce Administrator Lead will independently manage Salesforce administration, lead and mentor the admin team, coordinate projects, optimize platform performance, support users, and deliver training.
Responsibilities
- Customize and Configure: Build and maintain Salesforce solutions, including custom objects, flows, record types, page layouts, and reports
- Manage Projects: Coordinate Salesforce projects from requirements gathering through deployment, keeping cross-functional teams and stakeholders aligned
- Lead the Admin Team: Mentor and coach admin team members on technical skills and career development. Gradually assume more management responsibilities with leadership support
- Train and Enable: Provide training and day-to-day guidance to Salesforce team members, translating technical concepts into easy-to-understand instructions
- Support Teams: Collaborate with cross-functional teams to gather requirements, design solutions, and implement Salesforce best practices
- Integrate Systems: Design and implement integrations between Salesforce and other business systems using external services, plugins, and middleware
- Optimize Performance: Continuously optimize Salesforce applications for performance, scalability, and user experience
- Maintain Security: Ensure data security and compliance within the Salesforce environment, including managing user permissions and roles
- Innovate: Keep up with Salesforce releases and features, recommending improvements that benefit the organization
- Troubleshoot Issues: Provide ongoing support and troubleshooting for Salesforce-related issues, ensuring minimal disruption to business operations
Skills
- Applicants must be currently authorized to work in the United States, we do not offer visa sponsorship
- 5-7+ years of hands-on Salesforce administration experience with demonstrated ability to work independently, manage multiple projects simultaneously, and mentor junior team members
- Strong proficiency in declarative tools– flows, process builder, custom objects, reports, dashboards, and security/permissions management
- Must have proven experience training and mentoring others on Salesforce
- Proven ability to lead Salesforce projects, manage timelines, and coordinate across teams
- Ability to troubleshoot and resolve complex technical issues
- Works well in a team environment, with strong communication skills to translate business requirements into technical solutions
- Meticulous in your work, ensuring accuracy and quality in every project
- Always looking for new ways to improve systems and processes
- Thrives in a dynamic environment where priorities can shift
- A team player who appreciates a lighthearted culture (dad jokes welcome)
- Salesforce Certified Platform Administrator I preferred
- Management experience is a plus
Benefits
- Comprehensive health insurance
- 401K with employer match
- Reimbursement for unlicensed professionals to obtain their license
- Paid Time Off (PTO)
- 14 paid holidays (including Christmas Eve through New Year’s Day)
- Opportunities for professional development and career growth
- Casual dress code (jeans and t-shirts encouraged)
- Supportive culture that values work-life harmony and employee well-being
- Reasonable hours year-round (yes, even during tax season)
- A clear, accelerated path to leadership and ownership
- Work as a remote accountant or enjoy a hybrid schedule that fits your life
- A positive, collaborative team that values people as much as performance
Company Overview