PracticeTek is the leading provider of retail healthcare technology solutions, delivering comprehensive EHR and practice management software across chiropractic, optometry, PT/OT/speech therapy, and dental specialties. Backed by K1 Investment Management and Waud Capital Partners, our flagship product ChiroTouch serves 12,500+ practices and 35,000+ providers. We recently launched Rheo, the first AI assistant purpose-built for chiropractors, and are rapidly expanding our AI and automation capabilities across all brands.
We are looking for a sales-focused Salesforce Administrator to own and optimize our Salesforce environment for the revenue organization. This is a high-impact role at a pivotal moment: PracticeTek recently completed a multi-brand Salesforce consolidation, and we need someone who can clean up legacy artifacts, streamline the sales experience, and lead our adoption of Salesforce Agentforce to bring AI-powered automation into our sales workflows.
- Own the end-to-end Salesforce experience for the sales organization (AEs, SDRs, Sales Managers) across ChiroTouch, RevolutionEHR, ClinicSource, Doctible, and other verticals
- Simplify page layouts, record types, and navigation to reduce clicks and make it easier for reps to move through the sales process
- Clean up legacy fields, stages, and process artifacts from the recent multi-brand Salesforce consolidation
- Build and maintain dynamic forms, guided actions, and Lightning app customizations that surface the right information at the right stage
- Partner with sales leadership to translate process changes into Salesforce configuration
- Lead the evaluation, design, and rollout of Salesforce Agentforce to automate repetitive sales tasks (lead routing, follow-up reminders, data enrichment, next-best-action prompts)
- Build and configure Agentforce agents, topics, and actions that align with PracticeTek’s sales motion and short deal cycles
- Identify high-impact automation opportunities across the funnel: lead qualification, demo scheduling, quote generation, and proposal follow-up
- Integrate Agentforce with existing automation (Flows, Outreach sequences) to avoid duplication and ensure a cohesive experience
- Measure and report on Agentforce adoption, time savings, and impact on pipeline velocity
- Manage and optimize a large library of active Flows - audit for redundancy, consolidate where possible, and ensure performance at scale
- Maintain and troubleshoot Apex triggers and coordinate with developers on code-level changes across a substantial codebase
- Own validation rule governance - balance data quality enforcement with sales usability
- Migrate remaining Workflow Rules and Process Builders to Flow where appropriate
- Document all automation in a centralized inventory with business purpose, objects affected, and owner
- Drive data hygiene initiatives to clean up legacy records from the multi-brand migration (inconsistent stages, orphaned records, duplicate accounts)
- Ensure custom object data flows correctly from lead creation through opportunity close
- Partner with SalesOps on funnel metrics and conversion rates by brand
- Rationalize and consolidate a large number of permission sets and profiles using permission set groups
- Handle user provisioning, role hierarchy changes, and territory assignments across vertical-based sales teams
- Ensure field-level security and sharing rules align with multi-brand data access requirements
- Manage sandbox environments for testing and deployment
