[Hiring] Salesforce Administrator @WEALTHCOUNSEL LLC

Role Description

WealthCounsel is seeking a Salesforce Administrator to join our IT department to support the day-to-day configuration, maintenance, and improvement of our Salesforce Enterprise Edition. This position is responsible for the overall configuration and operation of the existing implementation and continued operations, as well as the continuous improvement of the Salesforce tools for all user groups. The administrator will perform configuration, testing, implementation, documentation, and updating tasks relating to the Salesforce system. A team player with a collaboration-oriented mindset is essential.

• Support new and existing user base with questions and issues.
• Handle configuration, setup, and support of Salesforce Enterprise Edition (Lightning): security model, permission sets, flows, validation rules, page layouts, and object architecture.
• Follow established governance and best practices for platform adoption and the full change lifecycle — design, change control, UAT, deployment, and support.
• Partner with business stakeholders across departments to gather requirements and translate business processes into scalable technical solutions.
• Design and document technical solutions aligned to business objectives; review functional designs for soundness before implementation.
• Develop and maintain training materials and training curriculum.
• Manage and troubleshoot integrations across our ecosystem: Okta, DocuSign, Nintex DocGen, Swoogo, Zuora, HubSpot, and Slack.
• Stay current on Salesforce releases, new features, and AppExchange solutions, and recommend adoption where it benefits the business.
• Support and evolve case management processes and internal SOPs governing Salesforce use.
• Serve as the primary escalation point for resolving advanced system challenges and troubleshooting intricate technical issues.
• Lead or contribute to major platform initiatives (e.g., automation of support workflows, case routing/swarming).
• Document configuration changes and decisions per WealthCounsel's internal documentation standards.
• Perform related duties as required or assigned.

Qualifications

• 5+ years of hands-on Salesforce administration experience, including Enterprise Edition / Lightning.
• Deep working knowledge of flows, validation rules, permission sets, role hierarchies, and data model design.
• Experience managing or troubleshooting third-party integrations (identity management, e-signature, document generation, or billing platforms a plus).
• Exceptional written and verbal communication — this role requires heavy stakeholder interaction and requirements gathering across departments.
• Ability to work independently under pressure and take initiative on ambiguous or complex problems.
• Salesforce Certified Platform Administrator.
• Salesforce Certified Platform Administrator II.
• Self-motivated and independent team player who takes initiative and thrives with minimal day-to-day oversight.

Requirements

• Basic Apex or Lightning Web Components familiarity (occasional light customization — this is not a development-heavy role).
• Advanced Salesforce certifications (Salesforce Certified Platform App Builder, Salesforce Certified Agentforce Specialist, Salesforce Certified Business Analyst).
• Experience with DocuSign, Nintex DocGen, Zuora, or HubSpot specifically.

Benefits

• This is a virtual, full-time position. You will work remotely from your home office, and occasional travel may be required for meetings, trade shows, and training.
• A competitive salary package (including base salary and performance-based incentives), medical/dental/vision plan, and matching 401(k).
• A generous paid time off package that includes: Paid Time Off (PTO), Holidays (including 2 Floating Holidays), Volunteer Time, Blood Donor Leave, Short Term Disability, Paid Parental Leave and more!
• Matching donations for approved charitable organizations.
• Home internet and gym membership reimbursement.
• Many opportunities to connect with others from your home office and have fun while you work.