Note: The job is a remote job and is open to candidates in USA. BHG Financial is a leader in the financial services space, dedicated to helping professionals and businesses with innovative financial solutions. They are seeking a Senior Salesforce Platform Administrator to manage document generation, electronic signature workflows, and Salesforce platform configuration while collaborating with various business units.
Responsibilities
- Build and maintain document templates
- Configure automated document generation
- Support contract lifecycle processes
- Troubleshoot template merge issues
- Optimize document generation performance
- Partner with Legal and Operations on document enhancements
- Maintain template governance and version control
- Administer and maintain the Salesforce platform for multiple business units
- Configure objects, fields, page layouts, Lightning Record Pages, validation rules, approval processes, flows, permission sets, profiles, sharing rules, queues, public groups, and custom metadata
- Perform user provisioning, role management, security administration, and license management
- Monitor platform health and proactively identify optimization opportunities
- Support production incidents and troubleshoot user-reported issues
- Assist with release management, regression testing, and deployment coordination
- Serve as the primary administrator for the enterprise Conga platform, including: Conga Composer, Conga Contracts, Conga Batch, Conga Trigger, Conga Grid, Conga Sign (if applicable)
- Administer DocuSign eSignature integration with Salesforce
- Build and maintain DocuSign envelopes
- Configure routing rules
- Maintain templates and reusable workflows
- Troubleshoot signature failures
- Support authentication and security settings
- Partner with Compliance on audit requirements
- Build scalable Salesforce Flows
- Enhance automation across Sales, Lending, Operations, Customer Service, and Legal
- Eliminate manual processes through declarative automation
- Identify opportunities to improve user experience
- Support integrations with downstream systems
- Participate in change management activities
- Support release planning and deployment validation
- Maintain platform documentation
- Follow established governance and security standards
- Assist with sandbox management
- Coordinate testing activities
- Provide Tier II/Tier III Salesforce support
- Resolve platform-related issues
- Train end users on new functionality
- Create knowledge articles and documentation
- Partner with business stakeholders to gather enhancement requests
Skills
- 5+ years of Salesforce Administration experience
- Salesforce Administrator Certification
- 3+ years administering Conga products and DocuSign
- Hands-on experience with Salesforce Lightning, Flow Builder, Validation Rules, Approval Processes, Reports & Dashboards, Security Model, Permission Sets, and Sharing Rules
- Experience supporting enterprise production environments
- Strong troubleshooting, analytical, communication, and customer service skills
- Salesforce Advanced Administrator and/or Salesforce Business Analyst Certification
- Conga and/or DocuSign Certification
- Financial Services, Banking, Lending, or Financial Services Cloud (FSC) experience
- Experience with Agile delivery methodologies and partnering with Product Owners and Engineering teams
- Familiarity with Git, Copado, Gearset, release management, and regulated environments
- Experience with UAT, sandbox management, and enterprise platform support
- Salesforce Lightning, Flow Builder, Reports & Dashboards
- Conga Composer, Contracts, Batch, and Trigger
- DocuSign for Salesforce
- Data Loader, Workbench, and SOQL
- Copado or Gearset
- Jira, Confluence, and Microsoft Office
- API integrations, enterprise document lifecycle management, and Salesforce Shield
Benefits
- Medical/Rx/Dental/Vision coverage for employees and their eligible family members
- Competitive PTO and vacation policies
- 1 Friday off each month for Wellness Weekends
- Company 401(k) plan with employer contributions after one year
- Company-sponsored training and certification opportunities
- Quarterly award ceremonies where top achievers are celebrated and receive additional bonuses
- Ongoing volunteer opportunities to give back to the community through our BHG Cares program
Company Overview