Platform Governance & Configuration Integrity
• Own the overall health and configuration integrity of the Salesforce org, you are accountable for what is in the org, why it is there, and whether it meets our standards
• Establish and enforce platform governance standards: naming conventions, field usage, page layout discipline, record page strategy, and configuration change control
• Conduct regular org health assessments, identify technical debt, redundant automation, deprecated configurations, and unused metadata
• Serve as the final decision-maker on declarative configuration changes, ensuring they align with the platform's long-term architecture before they are deployed
• Partner with the Director of Business Systems Engineering on best practices and org governance
• Maintain a complete and accurate inventory of the org's metadata: objects, fields, profiles, permission sets, flows, and integrations
Security Model & Access Governance
• Own the Salesforce security model end-to-end: profiles, permission sets, permission set groups, roles, sharing rules, and field-level security
• Design and maintain a permission architecture that is scalable, auditable, and aligned to the principle of least privilege
• Review and approve all changes to profiles and permission sets before deployment
• Conduct periodic access reviews to identify over-provisioned users, orphaned permissions, and misaligned profiles across all three user segments — call center agents, clinical staff, and corporate users
Data Model & Data Quality Governance
• Own the Salesforce data model, object structure, field definitions, relationships, and record type strategy, ensuring it remains coherent and intentional as the business evolves
• Establish and enforce data quality standards: required fields, validation rules, picklist governance, and duplicate management rules
• Partner with business stakeholders to evaluate requests for new features which may require new objects, fields, or structural changes; challenging low-value additions and advocating for reuse over proliferation
• Develop and own the data dictionary and ensure it stays current and accessible as the authoritative reference for what lives in the org and why
Team Leadership & Administrator Development
• Directly manage two Salesforce Administrators, setting clear expectations, providing day-to-day direction, and owning their professional development
• Elevate the admin function to proactive platform stewardship, redefining how the team works, not just what it works on
• Build and maintain admin team standards: how tickets are triaged and resolved, how configuration work is documented, how changes are tested before deployment
• Identify skill gaps within the admin team and develop a growth plan for each person — whether that means deeper platform expertise, certification paths, or expanded ownership
• Serve as the first escalation point for the admin team on complex platform questions before further escalation
Stakeholder Partnership & Platform Roadmap
• Own the business stakeholder relationship for day-to-day platform needs; fielding questions, triaging issues, and managing requests related to existing features across all three user segments
• Contribute to the Salesforce platform roadmap in partnership with the VP of CRM and Director of Engineering, representing the configuration layer's constraints, opportunities, and technical debt backlog
• Stay current on Salesforce releases, evaluate new features across each release cycle and bring forward recommendations on adoption that are relevant to our use cases
• Proactively identify opportunities to improve existing processes and platform capabilities, this role is expected to ask "why does this work this way?" and bring well-reasoned recommendations to leadership, not wait to be asked
Required
• 6+ years of hands-on Salesforce experience, with the majority at a senior administrator or platform owner level
• Deep mastery of the Salesforce security model: profiles, permission sets, permission set groups, roles, sharing rules, and field-level security across complex multi-segment user populations
• Demonstrated ownership of org governance; you have set standards, enforced them, and pushed back when they weren't followed
• Strong data model experience: designing and maintaining object structures, field definitions, record types, and relationships in a complex, production org
• Strong documentation and communication skills
• Experience managing or formally mentoring Salesforce administrators; setting expectations, reviewing work, and developing people
• Proven ability to partner with engineering teams as a peer; you understand what developers build, can represent the platform's declarative layer credibly, and know where the boundary between configuration and code should sit
• Experience with Salesforce release management for declarative changes: sandbox strategy, and production change control
Strongly Preferred
• Experience with Service Cloud at scale; supporting a large call center or BPO operation with omni-channel routing, case management, and agent productivity tooling
• Familiarity with Salesforce Health Cloud or experience adapting Salesforce for clinical or patient-facing workflows in a non-EHR context
• Experience using Salesforce Shield or Event Monitoring for PHI access auditing and security review
• Hands-on experience with Salesforce DX, version control, and CI/CD pipelines for declarative metadata, not as a developer, but as a governance stakeholder who understands the process
• Experience in a fast-growth company where platform governance had to be built retroactively alongside an active development roadmap
Certifications
• Salesforce Certified Administrator / Salesforce Certified Advanced Administrator (strongly preferred)
• Additional certifications such as Platform App Builder, Service Cloud Consultant, or Sharing and Visibility Architect are a meaningful plus
Work Setting- Remote-friendly; occasional on-site presence for team sessions or stakeholder meetings