Salesforce Platform Operations – Enablement Specialist

🔥 15 hours ago

🌽 Illinois – Remote

🌽 Illinois – Remote

💵 $133.7k - $160k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

📚 Learning and Development

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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William Blair

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

💸 Finance

💳 Fintech

Consulting • Finance • Fintech

William Blair is the premier global boutique with expertise in investment banking, investment management, and private wealth management. The firm provides advisory services, strategies, and solutions to meet clients’ evolving needs. As an independent and employee-owned firm, William Blair operates in more than 20 offices worldwide, alongside strategic partners like Allier Capital, BDA Partners, and Poalim Capital Markets.

📋 Description

• Perform advanced Salesforce administration, including user setup, access and security, permissions, troubleshooting, production support, and ongoing platform maintenance • Design and deliver declarative Salesforce solutions using Flow, Lightning pages, Dynamic Forms, validation rules, reports, dashboards, and other platform capabilities • Support platform enhancements and projects through configuration, requirements clarification, testing, release readiness, deployment validation, and post-release support • Execute data loads, corrections, reconciliation, duplicate management, cleanup, and other activities that improve data quality and platform reliability • Troubleshoot platform, workflow, access, and data issues, partnering with Engineering and other technology teams on complex technical needs • Create and maintain platform documentation, process guides, release communications, job aids, Salesforce Knowledge content, and other user resources • Drive user readiness and adoption through training, guidance, issue resolution, and self-service resources • Identify recurring issues, process gaps, and opportunities to improve platform usability, operational processes, and user experience • Partner across Product, Engineering, Technology, and the business to deliver scalable, maintainable Salesforce solutions and support ongoing platform modernization

🎯 Requirements

• Bachelor’s degree in Information Systems, Business, Computer Science, or a related field • Minimum of 4–7 years of Salesforce administration or platform operations experience • Salesforce Advanced Administrator and Platform App Builder certifications required • Strong hands-on experience with Salesforce Lightning Experience, Flow, security and access management, reports, dashboards, and declarative configuration • Experience designing, configuring, troubleshooting, and maintaining complex Flow automation supporting business-critical processes • Experience with data management, including data loads, corrections, reconciliation, duplicate management, and data quality processes • Experience supporting UAT, regression testing, release readiness, deployment validation, and production support • Strong analytical, troubleshooting, documentation, and organizational skills with a high degree of attention to detail and follow-through • Excellent written and verbal communication skills with the ability to work effectively with both business and technical stakeholders • Ability to work independently while collaborating closely within a Salesforce product team and across cross-functional teams • This position is eligible for remote work for candidates residing in approved employment states where William Blair maintains an office presence • Preferred: Experience within Wealth Management or financial services • Preferred: Familiarity with Financial Services Cloud, Data 360, Marketing Cloud, and enterprise data and integration patterns • Preferred: Experience with DocuSign, OwnBackup, Informatica, or similar platforms • Preferred: Familiarity with advanced analytics, automation, and emerging Salesforce AI capabilities

🏖️ Benefits

• Discretionary annual bonus based on company, business unit, and individual performance and/or commission-based incentives • Medical, dental, and vision coverage • Employer-paid short- and long-term disability insurance • Employer-paid life insurance • 401(k) • Profit sharing • Paid time off • Maven family and fertility benefit • Parental leave, including adoption, surrogacy, and foster placement • Other voluntary benefits • Eligible for remote work for candidates residing in approved employment states where William Blair maintains an office presence

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