Note: The job is a remote job and is open to candidates in USA. Tactex Recruiting Advisors is recruiting on behalf of a Commercial Real Estate investment firm seeking a Senior Salesforce Administrator and Team Lead. The role owns the Salesforce environment, including administration, configuration, support, data quality, governance, testing, release readiness, and platform improvements, while providing leadership and accountability for the Salesforce team.
Responsibilities
- Serve as the senior administrator and day-to-day owner of the Firm's Salesforce environment
- Configure and maintain Salesforce objects, fields, record types, page layouts, formulas, validation rules, flows, automation, reports, dashboards, permissions, profiles, roles, and related system functionality
- Manage user setup, access, security settings, permissions, and role/profile changes in a manner that supports business needs while maintaining appropriate controls
- Provide timely support and troubleshooting for Salesforce users with urgency, accuracy, clear communication, and follow-through
- Support integrations, installed packages, AppExchange tools, and other Salesforce-related solutions through maintenance, testing, documentation, and issue resolution
- Manage data imports, data cleanup, deduplication, and ongoing data-quality efforts to improve accuracy, usability, and reliability
- Provide formal leadership, management, direction, and accountability for the Salesforce team and all Salesforce administrative and development projects
- Lead regular team meetings, one-on-ones, workload reviews, and follow-up rhythms to ensure priorities are clear, work is progressing timely, and team members are well supported
- Translate priorities established by leadership into clear tasks, timelines, ownership, documentation expectations, and completion standards
- Promote a healthy, accountable, collaborative team culture that reflects the Firm's values and emphasizes proactive ownership, clear communication, urgency, accuracy, and follow-through
- Establish, maintain, and improve Salesforce control practices, including standards for configuration, development coordination, testing, documentation, deployment, release communication, and data integrity
- Review proposed Salesforce changes for operational impact, system stability, scalability, maintainability, security considerations, and alignment with Salesforce best practices
- Prioritize and coordinate system improvements based on business impact, operational risk, urgency, and available team capacity
- Maintain documentation of key Salesforce processes, system configurations, release changes, user guidance, and administrative procedures
- Provide or coordinate user training related to Salesforce functionality, process changes, enhancements, and best practices
- Communicate clearly with users and stakeholders regarding Salesforce changes, timelines, known issues, expected impacts, and post-release follow-up
- Partner with leadership and relevant internal stakeholders to clarify priorities, support adoption, and ensure completed work aligns with intended outcomes
Skills
- 5+ years of hands-on Salesforce administration experience in a production environment
- Prior experience leading or managing Salesforce administrators, developers, technical team members, or cross-functional workstreams
- Strong working knowledge of Salesforce administration, including users, roles, profiles, permission sets, security settings, objects, fields, record types, page layouts, formulas, validation rules, flows, automation, reports, dashboards, data imports, and data quality
- Demonstrated ability to manage a Salesforce support queue, enhancement requests, system issues, priorities, documentation, testing, and release coordination
- Ability to provide people leadership, including team direction, workload management, accountability, coaching, feedback, and performance support
- Sufficient Salesforce technical fluency to evaluate work quality, ask effective questions, guide administrative best practices, identify risks, and hold developers and administrators accountable for effective execution
- Clear and proactive communication skills that can consistently close the loop, escalate concerns appropriately, and explain Salesforce-related issues in practical business terms
- Demonstrated commitment to system stability, data integrity, user support, continuous improvement, and operational excellence
- Equivalent experience will be considered
- Bachelor's degree in information systems, business, technology, or related field preferred
Benefits
- 10% discretionary bonus
- 100% Remote
Company Overview