Salesforce Administrator

November 25

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Versapay

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B2B • Fintech • SaaS

Versapay is a company offering a collaborative accounts receivable (AR) network designed for industry-leading AR automation and B2B payment solutions. The platform provides tools to automate AR tasks, manage cash applications, and facilitate B2B payments across channels, integrating with ERP systems like Microsoft Dynamics, NetSuite, and Sage Intacct. Versapay's solutions help teams collaborate effectively over the cloud, reducing manual processing and improving cash flow. The company focuses on simplifying the invoice-to-cash process using artificial intelligence, enhancing customer experience with easy-to-use portals, and offering comprehensive digital payment methods. Versapay also supports large-scale B2B transactions worldwide, promoting efficiency and environmental benefits through digital invoicing.

201 - 500 employees

Founded 2006

🤝 B2B

💳 Fintech

☁️ SaaS

💰 $4M Post-IPO Debt on 2019-11

📋 Description

• Own day-to-day Salesforce administration: User management, profiles/permission sets, page layouts, record types, list views, Lightning App Builder, Dynamic Forms, sandbox hygiene, and data hygiene. • Design with users in mind: Build intuitive, scalable solutions (primarily with Flows) that prioritize user experience and drive self-service for our business stakeholders. • Support core clouds: Sales Cloud- Lead/Account/Opportunity management, Products/Price Books, Quotes, forecasting/reporting. Service Cloud- Case management, automation/bots, knowledge. Revenue Cloud/CPQ (exposure or learning path)- Product/rule basics, pricing concepts, quote templates, subscriptions & assets. • Triage and troubleshoot: Work tickets, investigate issues (logs, field history, sharing, Flow debug), and deliver fast, reliable fixes. • Collaborate like a BA: Facilitate requirement workshops, clarify “the ask,” map current/future processes, and translate requirements into clear admin-ready designs. • Ship safely and quickly: Manage sandboxes, build/test changes, support UAT, and move work through release processes with strong documentation. • Enable the business: Create training, quick guides, and in-app guidance to promote self-service and reduce repeat questions. • Data & insights: Build/maintain reports and dashboards that help teams make decisions. • Interpret integrations (in partnership with developers as needed): Support, test, and document integrations across marketing, customer engagement, and ERP.

🎯 Requirements

• Experience: 2-4 years of hands-on Salesforce Administration (Lightning). • Sales Cloud proficiency: Core objects (Lead, Account, Contact, Opportunity), validation rules, and approval processes. • Certifications: Salesforce Certified Administrator • Automation-first admin: Strong Flow understanding (record-triggered, screen flows, sub flows), with an eye for maintainability and guardrails. • User & Org management: Profiles, Permission Sets/Groups, Roles, Sharing, Record Types, Page Layouts, Dynamic Forms, Lighting App Builder. • Data operations: Data Loader/Import Wizard, duplicates and merge, data quality best practices. • Troubleshooting: Comfort debugging record access, automation conflicts, and integration errors; able to triage quickly and communicate clearly. • Business analysis fundamentals: Requirements elicitation, translating asks into problem statements, basic process mapping, and writing clear acceptance criteria. • Mindset: Bias for action, positive attitude, and readiness to move quickly and decisively. • Preferred: Release hygiene: Sandbox usage, Gearset, basic test planning, documentation, and UAT support. • Reporting & Dashboards: Build usable reports, joined reports, bucket fields, and dashboards that answer real business questions. • Expertise: Understanding of proactive system maintenance, identifying unused or underutilized platform features. • Jira/Confluence • Revenue Cloud / CPQ (exposure or hands-on): Product & pricing strategies (bundles, discounts), product/price rules, quote templates, approvals. Subscription/Asset lifecycle basics (amend/renew, order generation). • Integrations – exposure to at least one of the following generic types: Marketing Automation, Customer Engagement/Support, ERP/Financials, Custom Apps. • Enablement & self-service: In-app guidance, knowledge base content, quick videos, or tools that reduce tickets and empower users. • Quality & DevOps: Experience with structured UAT, regression testing, and any admin-friendly deployment tooling (e.g. Gearset) is a plus. • Tooling familiarity (nice to have): Slack/Teams, documentation systems (e.g. Confluence/Guru) • Continuous learning: Demonstrated ability to upskill independently (Trailhead badges, blogs, webinars, community engagement) and stay current on Salesforce releases and ecosystem trends. • Certifications: Salesforce Certified Platform App Builder. • AI: Hands-on experience implementing and leveraging Salesforce AI features (e.g., Einstein Search, Einstein Next Best Action, Einstein Bots, or AI-powered analytics) to accelerate business analysis and streamline solution design. Ability to use AI-driven insights to inform requirements, optimize workflows, and enhance user experience.