Salesforce Platform Operations – Enablement Specialist

William Blair

. Perform advanced Salesforce administration, including user setup, access and security, permissions, troubleshooting, production support, and ongoing platform maintenance .

Posted 11/3/2026full-timeRemote • Illinois • United StatesMid-LevelSenior💰 $133,700 - $160,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Salesforce administration, including advanced user management, data quality processes, and declarative solution design. Proficient in collaborating with cross-functional teams to enhance platform usability and drive user adoption through effective training and documentation.

Highest-signal resume keywords

Salesforce Advanced Administrator CertificationSalesforce Platform App Builder CertificationSalesforce Lightning ExperienceFlow Automation Design and ConfigurationData Management and Quality Processes

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Salesforce AdministrationUser Setup and Security ManagementDeclarative ConfigurationTroubleshooting and Issue ResolutionData Loads and ReconciliationUAT and Regression TestingRelease Readiness and Deployment ValidationDocumentation and Process GuidesSalesforce Reports and DashboardsSalesforce Knowledge Management

Soft Skills

Analytical SkillsAttention to DetailOrganizational SkillsWritten and Verbal CommunicationCollaboration

Tools & Technologies

Salesforce FlowSalesforce Lightning PagesFinancial Services CloudData 360Marketing CloudDocuSignOwnBackupInformatica

Certifications & Qualifications

Salesforce Advanced AdministratorSalesforce Platform App Builder

Industry Keywords

Wealth ManagementFinancial ServicesPlatform ModernizationUser AdoptionOperational Processes

Tech Stack

Tools & technologies

CloudInformatica

About the role

Key responsibilities & impact

Perform advanced Salesforce administration, including user setup, access and security, permissions, troubleshooting, production support, and ongoing platform maintenance
Design and deliver declarative Salesforce solutions using Flow, Lightning pages, Dynamic Forms, validation rules, reports, dashboards, and other platform capabilities
Support platform enhancements and projects through configuration, requirements clarification, testing, release readiness, deployment validation, and post-release support
Execute data loads, corrections, reconciliation, duplicate management, cleanup, and other activities that improve data quality and platform reliability
Troubleshoot platform, workflow, access, and data issues, partnering with Engineering and other technology teams on complex technical needs
Create and maintain platform documentation, process guides, release communications, job aids, Salesforce Knowledge content, and other user resources
Drive user readiness and adoption through training, guidance, issue resolution, and self-service resources
Identify recurring issues, process gaps, and opportunities to improve platform usability, operational processes, and user experience
Partner across Product, Engineering, Technology, and the business to deliver scalable, maintainable Salesforce solutions and support ongoing platform modernization

Requirements

What you’ll need

Bachelor’s degree in Information Systems, Business, Computer Science, or a related field
Minimum of 4–7 years of Salesforce administration or platform operations experience
Salesforce Advanced Administrator and Platform App Builder certifications required
Strong hands-on experience with Salesforce Lightning Experience, Flow, security and access management, reports, dashboards, and declarative configuration
Experience designing, configuring, troubleshooting, and maintaining complex Flow automation supporting business-critical processes
Experience with data management, including data loads, corrections, reconciliation, duplicate management, and data quality processes
Experience supporting UAT, regression testing, release readiness, deployment validation, and production support
Strong analytical, troubleshooting, documentation, and organizational skills with a high degree of attention to detail and follow-through
Excellent written and verbal communication skills with the ability to work effectively with both business and technical stakeholders
Ability to work independently while collaborating closely within a Salesforce product team and across cross-functional teams
This position is eligible for remote work for candidates residing in approved employment states where William Blair maintains an office presence
Preferred: Experience within Wealth Management or financial services
Preferred: Familiarity with Financial Services Cloud, Data 360, Marketing Cloud, and enterprise data and integration patterns
Preferred: Experience with DocuSign, OwnBackup, Informatica, or similar platforms
Preferred: Familiarity with advanced analytics, automation, and emerging Salesforce AI capabilities

Benefits

Comp & perks

Discretionary annual bonus based on company, business unit, and individual performance and/or commission-based incentives
Medical, dental, and vision coverage
Employer-paid short- and long-term disability insurance
Employer-paid life insurance
401(k)
Profit sharing
Paid time off
Maven family and fertility benefit
Parental leave, including adoption, surrogacy, and foster placement
Other voluntary benefits
Eligible for remote work for candidates residing in approved employment states where William Blair maintains an office presence