Salesforce Administrator

• Configure and maintain Salesforce functionality, including Flows, assignment rules, approval processes, fields, page layouts, record types, dynamic forms, apps, actions, validation rules, reports, and dashboards
• Administer users, roles, profiles, permission sets, public groups, sharing rules, and other access controls
• Perform routine platform maintenance, release-readiness activities, health checks, data-quality monitoring, and configuration reviews
• Troubleshoot configuration, automation, data, access, and user issues, escalating complex technical issues appropriately
• Support development, testing, and deployment of Salesforce enhancements across sandbox, test, and production environments
• Participate in Salesforce integrations with other enterprise applications and digital intake platforms
• Support data migration, cleansing, validation, reconciliation, and ongoing data-quality activities
• Develop and execute functional, regression, and integration testing
• Create and maintain configuration documentation, process flows, release documentation, technical notes, and user guides
• Provide Salesforce user support, training, and guidance
• Monitor platform usage and identify opportunities to increase adoption and improve the user experience
• Support incident resolution and production troubleshooting
• Participate in Agile delivery activities and collaborate with project, business, and technical teams
• Work with business stakeholders to understand processes, requirements, pain points, and desired outcomes
• Translate requirements into Salesforce configuration and functional specifications
• Recommend appropriate use of existing Salesforce capabilities and established platform patterns
• Identify opportunities to simplify processes and improve automation
• Participate throughout the solution lifecycle, including requirements, configuration, testing, deployment, documentation, and post-implementation support
• Collaborate on complex requirements and solutions requiring broader technical or architectural consideration
• Work with Business Applications and technology teams on integrations or cross-platform dependencies

• Configure and maintain Salesforce objects, fields, page layouts, record types, validation rules, flows, approval processes, and automation
• Manage user setup, roles, profiles, permission sets, and security settings
• Support system releases, testing, and deployment activities
• Monitor platform performance and identify optimization opportunities
• Collaborate with business stakeholders to understand operational requirements and identify automation opportunities
• Design scalable Salesforce solutions that improve productivity and user experience
• Develop and maintain reports, dashboards, and KPIs for operational and strategic decision-making
• Monitor and improve data quality through audits, validation controls, and cleansing activities
• Support data migrations, integrations, and data management initiatives
• Ensure compliance with data governance, privacy, and retention requirements
• Work closely with Product Owners, Business Analysts, and technical teams to enhance the CRM and underwriting workbench for five specialty business lines