Salesforce Administrator
Job Summary:
The Salesforce Administrator is responsible for the administration, configuration, optimization, and ongoing support of Bentley Mills’ Salesforce platform and related sales technology tools. This role supports Sales, Marketing, Business Development, Sales Operations, IT, and executive leadership by improving business processes, strengthening data visibility, supporting pricing and quoting accuracy, and driving user adoption. The Salesforce Administrator will serve as a key cross-functional partner for Salesforce configuration, automation, reporting, CPQ administration, Outlook/Microsoft 365 integration, data tools, vendor coordination, licensing support, and end-user training.
Key Responsibilities:
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Platform Administration & Development: Administer and maintain the Salesforce environment, including users, security settings, roles, profiles, permission sets, sharing rules, custom objects, native objects, fields, page layouts, Lightning pages, and system documentation.
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Automation & Process Improvement: Build, maintain, and troubleshoot Salesforce Flows, including Screen Flows and record-triggered flows, to automate business processes such as Opportunity cloning with Record Type overrides, formula logic, approvals, workflow updates, and other sales process improvements.
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Reporting, Dashboards & Analytics: Develop and maintain custom report types, reports, dashboards, list views, formula fields, validation rules, and visibility logic. Support business reporting needs such as YTD Quota reporting anchored to fiscal week calculations and resolve report or dashboard visibility issues related to role-based record access.
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Salesforce CPQ Administration: Administer Salesforce CPQ/SteelBrick, including Product Rules, quote configuration, pricing logic support, and ongoing quote process maintenance. Support the transition to a next-generation CPQ configurator as business needs evolve.
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Integrations & Data Tools: Configure, troubleshoot, and support Outlook Integration and Microsoft 365 functionality, including side panel customization through Lightning App Builder and Email Application Panes. Use Jitterbit or similar tools to support data loading, imports, updates, and integration-related data maintenance.
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Email Authentication & Connectivity: Set up, maintain, and troubleshoot email authentication across sandbox and production environments, including DKIM, DNS, and CNAME configuration in partnership with IT and external vendors.
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Sales Operations Support: Partner with RVPs, sales leadership, and executive leadership to gather requirements, communicate business needs, improve sales processes, build reporting tools, and support pricing verification processes, particularly following price changes.
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User Adoption, Training & Communications: Drive user adoption for Salesforce tools, Outlook Integration, dashboards, reports, and related systems through clear communications, training resources, Open Office Hours, and end-user support. Identify adoption gaps versus system gaps and recommend appropriate remediation plans.
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Vendor, Licensing & Contract Management: Coordinate Salesforce licensing discussions with vendor sales representatives, evaluate pricing proposals for new implementations such as portal projects, assess alternative platforms when appropriate, and track contract renewal timing to support effective negotiations.
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Team Management & Cross-Functional Leadership: Manage, mentor, and support a team of sales coordinators while serving as a liaison between Sales, IT, executive leadership, vendors, and internal stakeholders.
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System Maintenance & Documentation: Stay current with Salesforce releases, test new features, maintain data quality, document configurations and processes, support data privacy and security best practices, and complete other duties as assigned.
Qualifications:
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Salesforce Administrator certification required or actively in progress.
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Hands-on experience administering Salesforce Sales Cloud, including Flow Builder, custom report types, formula fields, validation rules, dashboards, list views, automation, and user security.
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Experience with Salesforce CPQ/SteelBrick or similar CPQ tools, including quote configuration, Product Rules, and pricing logic support.
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Strong understanding of the Salesforce security model, including roles, profiles, permission sets, sharing rules, and role-based record access.
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Experience with Outlook/Microsoft 365 integration, email authentication protocols, DKIM, DNS, and CNAME configuration preferred.
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Ability to translate business requirements into practical Salesforce solutions that support Sales, Marketing, Sales Operations, and executive reporting needs.
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Excellent written and verbal communication skills, including the ability to prepare internal stakeholder updates, executive-level communications, training materials, and user adoption messaging.
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Prior experience managing, mentoring, or supporting a team preferred.
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Comfort working cross-functionally with Sales, IT, senior leadership, vendors, and end users in a fast-paced business environment.
Tools & Systems:
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Salesforce Sales Cloud and Salesforce CPQ/SteelBrick
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Outlook and Microsoft 365 integration
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Jitterbit or similar data loading and integration tools
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Cloudingo or similar data cleansing software
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Campaign Monitor or similar marketing communication platform
PHYSICAL REQUIREMENTS TO PERFORM ESSENTIAL JOB DUTIES
Frequent: Manual dexterity, sit, speak, stand, lift up to 20 lbs. and walk.
ENVIRONMENTAL CONDITIONS
General office environment.
- This is a general description of duties and responsibilities and is not meant to be all-inclusive. Other duties and responsibilities may be assigned as deemed appropriate/necessary.
Equal Employment Opportunity & ADA Statement
Bentley Mills is an Equal Opportunity/Affirmative Action Employer. Bentley provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Bentley Mills is committed to providing reasonable accommodations to qualified individuals with disabilities in accordance with the Americans with Disabilities Act (ADA) and applicable state and local laws. Qualified applicants or employees who require reasonable accommodation to perform the essential functions of the position may request such accommodations.
Compensation Disclosure
The “base salary range” provided above is a good faith estimate of what we expect to pay for this position and is intended to comply with applicable pay transparency laws. The range provided is required by CA, CO, CT, DC, HI, IL, MD, MA, MN, NJ, NV, NY, OH, RI, VT and WA State law. Bentley Mills reserves the right to pay outside of the given range based on a variety of factors including but not limited to: candidate skills and experience, complexity of the job, budgetary factors, and local geography. Bentley Mills conducts regular reviews of compensation ranges and therefore reserves the right to alter this range at any given time.
