Senior Salesforce Administrator

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PracticeTek

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2020

🏥 Healthcare

☁️ SaaS

🤝 B2B

Healthcare • SaaS • B2B

PracticeTek is a U. S. -based software and services company that builds and invests in healthcare technology solutions for retail healthcare providers. It delivers SaaS products and services to improve patient experience, attract new patients, and simplify practice operations for clinics in specialties such as dental, orthodontics, optometry, chiropractic, physical therapy, dermatology, and medical spas. PracticeTek operates as a platform consolidator, acquiring and partnering with healthcare-focused software brands (16 brands, 700+ employees), offering shared services, benefits, and growth support to portfolio companies and independent practices.

📋 Description

• 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

🎯 Requirements

• 4+ years of hands-on Salesforce Administration experience in a sales-focused environment (B2B SaaS preferred) • Salesforce Administrator certification (ADM 201) required; Advanced Administrator (ADM 211) strongly preferred • Deep expertise in Flow Builder - you’ve built and managed complex record-triggered, screen, and autolaunched flows at scale • Strong understanding of Apex triggers and classes - you can read, troubleshoot, and collaborate with developers on code-level changes (you don’t need to write Apex from scratch, but you need to understand it) • Experience managing a large, enterprise-scale Salesforce org with a high volume of users and extensive customization • Proven ability to simplify complex processes - you obsess over reducing clicks and making the system intuitive for sales reps • Experience with custom quote/proposal workflows • Strong communication skills - you can translate between sales leadership requests and technical implementation • Experience with or strong interest in Salesforce Agentforce, Einstein AI, or Copilot features (preferred) • Platform Developer I certification or equivalent Apex/LWC knowledge (preferred) • Experience with Zuora billing integration, DocuSign other B2B SAAS Tools (preferred) • Experience with Outreach or similar sales engagement platforms and their Salesforce sync (preferred) • Background in healthcare SaaS, practice management, or EHR software (preferred) • Experience with multi-brand or multi-BU Salesforce consolidation/migration projects (preferred) • Familiarity with DLRS, Salesforce DevOps tools, and change set / metadata deployment best practices (preferred)

🏖️ Benefits

• Health Care Plan (Medical, Dental & Vision) • Retirement Plan (401k, IRA) • Life Insurance (Basic, Voluntary & AD&D) • Paid Time Off (Vacation, Sick & Public Holidays) • Family Leave (Maternity, Paternity) • Short Term & Long Term Disability • Training & Development • Free Food & Snacks • Wellness Resources