Salesforce Administrator
VersaPay
What You'll Do:
- Own day-to-day Salesforce administration: User management, profiles/permission sets, page layouts, record types, list views, Lightning App Builder, Dynamic Forms, sandbox hygiene, and data hygiene.
- Design with users in mind: Build intuitive, scalable solutions (primarily with Flows) that prioritize user experience and drive self-service for our business stakeholders.
- Support core clouds: Sales Cloud- Lead/Account/Opportunity management, Products/Price Books, Quotes, forecasting/reporting. Service Cloud- Case management, automation/bots, knowledge. Revenue Cloud/CPQ (exposure or learning path)- Product/rule basics, pricing concepts, quote templates, subscriptions & assets.
- Triage and troubleshoot: Work tickets, investigate issues (logs, field history, sharing, Flow debug), and deliver fast, reliable fixes.
- Collaborate like a BA: Facilitate requirement workshops, clarify “the ask,” map current/future processes, and translate requirements into clear admin-ready designs.
- Ship safely and quickly: Manage sandboxes, build/test changes, support UAT, and move work through release processes with strong documentation.
- Enable the business: Create training, quick guides, and in-app guidance to promote self-service and reduce repeat questions.
- Data & insights: Build/maintain reports and dashboards that help teams make decisions.
- Interpret integrations (in partnership with developers as needed): Support, test, and document integrations across marketing, customer engagement, and ERP.
What You'll Bring to the Team
- Experience: 2-4 years of hands-on Salesforce Administration (Lightning).
- Sales Cloud proficiency: Core objects (Lead, Account, Contact, Opportunity), validation rules, and approval processes.
- Certifications: Salesforce Certified Administrator
- Automation-first admin: Strong Flow understanding (record-triggered, screen flows, sub flows), with an eye for maintainability and guardrails.
- User & Org management: Profiles, Permission Sets/Groups, Roles, Sharing, Record Types, Page Layouts, Dynamic Forms, Lighting App Builder.
- Data operations: Data Loader/Import Wizard, duplicates and merge, data quality best practices.
- Troubleshooting: Comfort debugging record access, automation conflicts, and integration errors; able to triage quickly and communicate clearly.
- Business analysis fundamentals: Requirements elicitation, translating asks into problem statements, basic process mapping, and writing clear acceptance criteria.
- Mindset: Bias for action, positive attitude, and readiness to move quickly and decisively.
- Release hygiene: Sandbox usage, Gearset, basic test planning, documentation, and UAT support.
- Reporting & Dashboards: Build usable reports, joined reports, bucket fields, and dashboards that answer real business questions.
- Expertise: Understanding of proactive system maintenance, identifying unused or underutilized platform features.
- Jira/Confluence
- Revenue Cloud / CPQ (exposure or hands-on): Product & pricing strategies (bundles, discounts), product/price rules, quote templates, approvals. Subscription/Asset lifecycle basics (amend/renew, order generation).
- Integrations – exposure to at least one of the following generic types: Marketing Automation, Customer Engagement/Support, ERP/Financials, Custom Apps.
- Enablement & self-service: In-app guidance, knowledge base content, quick videos, or tools that reduce tickets and empower users.
- Quality & DevOps: Experience with structured UAT, regression testing, and any admin-friendly deployment tooling (e.g. Gearset) is a plus.
- Tooling familiarity (nice to have): Slack/Teams, documentation systems (e.g. Confluence/Guru)
- Continuous learning: Demonstrated ability to upskill independently (Trailhead badges, blogs, webinars, community engagement) and stay current on Salesforce releases and ecosystem trends.
- Certifications: Salesforce Certified Platform App Builder.
- AI: Hands-on experience implementing and leveraging Salesforce AI features (e.g., Einstein Search, Einstein Next Best Action, Einstein Bots, or AI-powered analytics) to accelerate business analysis and streamline solution design. Ability to use AI-driven insights to inform requirements, optimize workflows, and enhance user experience.
75000 - 85000 CAD a year
