Senior Salesforce Administrator

Senior Salesforce Administrator

Job Description

• Reports To: VP, IT & Security
• Job Type: Full-Time
• Location: Remote

Position Summary

The Senior Salesforce Administrator is responsible for the configuration, administration, and optimization of BS&A’s Salesforce ecosystem, including Sales Cloud, Revenue Cloud (Salesforce CPQ & Salesforce Billing), Service Cloud, Experience Cloud, Professional Services PSA, and Financial Cloud. This role centers on secure, reliable operations: user and permission management, org configuration, high-quality data, and robust automation via Salesforce Flows. The Senior Administrator partners closely with Finance, IT, Customer Success, and Business Operations to deliver new functionality, enable reporting, and execute releases in coordination with the Salesforce Developer and integration teams, ensuring system stability, scalability, and alignment with company objectives.

Critical Specialization Requirements

This role requires demonstrated, hands-on depth in Salesforce CPQ and a track record of delivering enterprise-scale Salesforce financial implementations. These are not nice-to-haves; candidates without verifiable production experience in both areas will not be considered.

CPQ Expertise (Required)

• Minimum 2 years of dedicated, hands-on Salesforce CPQ administration in a production environment — not incidental exposure, not classroom or sandbox-only experience.
• Mastery of the full quote-to-cash lifecycle: opportunity → quote → contract → order → invoice → renewal/amendment, including co-terming, proration, and mid-term changes.
• Proven ability to design and maintain complex pricing models: tiered pricing, block pricing, percent-of-total, contracted pricing, discount schedules, and multi-currency.
• Experience authoring and maintaining advanced Quote Output Templates, including conditional sections, dynamic line items, and integration with Omni-Studio and/or Conga Composer.
• Working knowledge of CPQ guardrails and known limits (e.g., large-quote performance tuning, calculation sequencing, package settings, and CPQ-Billing handoffs).
• Comfortable troubleshooting CPQ calculation errors, price waterfall issues, and twin-field/legacy API behaviors without escalation.
• Salesforce CPQ Specialist certification strongly preferred; equivalent demonstrable production experience accepted in lieu.

Major Salesforce Implementation Background (Required)

• A demonstrable history of contributing as a core team member to a major, multi-cloud Salesforce implementation — ideally one spanning the full quote-to-cash and project-delivery lifecycle, rather than a single point solution.
• CPQ / Quoting: Hands-on experience with Salesforce CPQ or Revenue Cloud — product and pricing configuration, quoting, amendments and renewals, and order generation across both subscription and one-time products.
• PSA / Project Delivery: Experience with a professional services automation platform such as Certinia PSA — projects created from closed orders, milestones, time and project billing, and the handoff from delivery into billing and revenue.
• ERP / Finance: Experience with a Salesforce-native billing and accounting layer such as Certinia ERP, Salesforce Billing, and RightRev — billing, invoicing, and revenue recognition.
• Direct experience partnering with Finance, Controllership, Revenue Operations, Professional Services, and external implementation partners on quote-to-cash and order-to-cash transformations.
• Working familiarity with the financial concerns that shape these programs: revenue recognition (ASC 606), billing schedule design, invoice presentation and consolidation, dunning, payment application, deferred revenue, GL coding, and audit/SOX controls.
• Experience with data migration on a Salesforce implementation — accounts, products, active subscriptions, open contracts, in-flight projects, and billing schedules — including reconciliation back to source systems.

Qualifications

Education & Certifications

• Bachelor’s degree in Computer Science, Information Systems, or related field.
• Salesforce Advanced Administrator Certification — Required.
• Salesforce Platform Administrator II and/or Platform App Builder — Preferred.
• Salesforce CPQ Specialist Certification — Preferred.
• Certinia PSA, Revenue Management, and/or ERP certifications — a plus.
• Other combinations of education and experience may be considered.

Experience

• 8+ years as a Salesforce Administrator or Consultant supporting multi-cloud environments.
• Strong expertise with Salesforce Flows, the security model (profiles, permission sets, sharing), and environment/release execution.
• Hands-on experience with CPQ & Salesforce Billing and Experience Cloud.
• Familiarity with adjacent integrations (e.g., HubSpot, Certinia, RightRev, Snowflake, Tableau, Power BI); able to partner with developers on changes.
• Solid data stewardship: processing, validations, deduplication, imports/exports, and reconciliations.

Essential Job Tasks

(This is not an all-inclusive list; employees may be required to perform other related duties as assigned.)

• Configure and maintain Sales, Service, and Experience Clouds, CPQ & Billing, PSA, and Financial Cloud; manage objects, fields, page layouts, and record types to enable the business.
• Maintain multiple environments (dev/test/prod); schedule and execute releases and sandbox refreshes per change-control governance.
• Administer users, profiles, permission sets/PSGs, roles, sharing rules, and SSO policies; uphold least privilege standards.
• Ensure data integrity and compliance via validation rules, duplicate management, and audits.
• Design, test, and deploy Salesforce Flows (record-triggered, scheduled, subflows, invocables) and approval processes to streamline operations.
• Partner with the Developer to decide config vs. code and to harden error handling and logging.
• Build and maintain reports and dashboards for Finance, Customer Success, and Operations; enable downstream analytics handoffs (e.g., Snowflake, Tableau, Power BI).
• Triage feature requests and incidents; resolve issues across configuration, data, and integrations; communicate status and progress. Report on requests for trending analysis.
• Create or partner on SOPs, admin runbooks, and user guides; deliver targeted training for new features.
• Coordinate with integration and developer teams on connected systems (e.g., HubSpot, Certinia, RightRev, Snowflake, Tableau, SharePoint, JIRA, Slack); validate field mappings and data flows.
• Participate in UAT, cutovers, and post-release reviews; track adoption and feedback.
• Ability to evaluate Salesforce requirements and provide for:
  • Overall recommendation on whether any such requirements “should” be managed with Salesforce or not.
  • If “yes”, what is the proper way to design and build the requirement taking advantage first of out of the box objects & features and second if customization is required, how to best leverage native workflow tools like Salesforce Flows, and third, if necessary, how to customize with Apex.

Skills & Competencies

• Salesforce administration & automation: Expert with Flows (record-triggered, scheduled, subflows, invocables) and approvals; confident configuring objects, fields, page layouts, and record types across Sales, Service, and Experience; strong CPQ & Billing guardrails.
• Security & access management: Deep command of profiles, permission sets/PSGs, roles, sharing rules, field-level security, and SSO; enforces least-privilege and maintains auditability.
• Data quality & reporting: Owns validations, deduplication, imports/exports (Data Loader / Import Wizard); builds stakeholder-ready reports and dashboards and supports BI handoffs (Snowflake/Tableau/Power BI).
• Release & environments: Plans sandbox strategy and refresh cadence; promotes configuration via DevOps Center or Change Sets; coordinates UAT, cutover/rollback, and release notes.
• Integrations (admin perspective): Validates field mappings and connected apps; monitors jobs and logs with clear escalation paths; uses basic SOQL for verification; partners with developers on API/webhook/iPaaS changes.
• Support, documentation & collaboration: Triages incidents and requests to SLA; authors or partners on SOPs, runbooks, and user guides; delivers targeted training; translates business needs into maintainable configurations and communicates trade-offs clearly.

Required Knowledge

• Salesforce Clouds (Sales, Service, Experience), CPQ & Billing fundamentals, data model, and security model.
• Best practices for Flows, approvals, validation rules, duplicate prevention, and change management.
• Reporting and dashboards; basic data warehousing concepts for analytics handoffs.
• Integration touchpoints and field mapping across common enterprise systems.

Of the Salesforce Clouds noted, excellent working knowledge of Salesforce Revenue Cloud (CPQ and Billing) is required, including:

• • Product Modeling.
  • Price Book modeling and Price Rules.
  • Quote Output Template construction, including Omni-Studio and/or Conga Composer integration.
  • Order Orchestration, including Salesforce Advanced Order Management module.
  • Salesforce Billing, including billing schedules, invoice construction, and presentation.
  • Usage-Based Billing, including the usage object and how to meter usage.

Key Abilities

• Translate business requirements into clean, maintainable configurations and make pragmatic config vs. code recommendations.
• Prioritize and deliver multiple requests in a fast-paced environment with attention to detail and SLA discipline.
• Collaborate effectively with Finance, Customer Success, and Operations, and partner closely with Developers and integration teams.
• Communicate clearly to non-technical stakeholders and drive user adoption.

Working Conditions

• Primarily an indoor office environment or remote equivalent.
• Rarely outdoors; rarely in temperatures above 90°F or below 40°F.
• Standard working hours, with potential for extended hours during project peaks or audit periods.
  
  
• Prior to hiring, BS&A requires that all candidates pass a background review.
• Final candidates may be invited to complete a scenario-based exercise designed to evaluate their problem-solving approach and role-specific skills.

Why Join Us

• Collaborative and innovative company culture.
• Competitive salary and benefits package.
• Professional development and career growth opportunities.