Salesforce Administrator Product Analyst

Role Overview

Our client is seeking a Salesforce Product Analyst / CRM Administrator to play a key role in building and evolving their Salesforce environment from the ground up. This individual will own the day-to-day management of the platform while helping shape its long-term direction across the organization.

The role sits at the intersection of systems administration, product thinking, and business process optimization, supporting a growing user base across multiple business functions. You’ll be responsible for ensuring the platform is reliable, scalable, and aligned to the end-to-end client lifecycle.

This position partners closely with senior stakeholders to deliver a cohesive CRM strategy and improve how teams operate across sales, onboarding, and client support.

Core Responsibilities

Salesforce Administration & Platform Ownership

• Oversee ongoing administration of Salesforce across multiple clouds (e.g., sales, service, and external-facing portals)

• Manage user access, roles, permissions, and system configuration

• Maintain and enhance core components such as page layouts, validation logic, and record structures

• Build and refine automation using modern tools (primarily Flow), while phasing out legacy processes

• Monitor and improve overall system performance and usability

Process Improvement & Product-Oriented Analysis

• Work with business stakeholders to gather requirements and translate them into scalable system solutions

• Identify inefficiencies across the client lifecycle and implement improvements within Salesforce

• Contribute to backlog management, prioritization, and iterative enhancements

• Evaluate the impact of changes to workflows, automation, and user experience

User Support, Training & Adoption

• Serve as the primary point of contact for Salesforce-related questions and issue resolution

• Troubleshoot system issues and identify root causes

• Develop documentation, training materials, and internal enablement resources

• Support rollout of new features and drive adoption across teams

Data Quality, Governance & Compliance

• Maintain data integrity through regular audits, deduplication, and standardization practices

• Support governance of data structures, permissions, and security controls

• Assist in managing testing cycles and ensuring changes are properly validated before release

Integrations & Cross-System Collaboration

• Help manage integrations between Salesforce and other business tools (e.g., sales engagement, marketing intelligence platforms)

• Coordinate with external partners and internal teams on enhancements, releases, and system updates

Qualifications

Required

• Bachelor’s degree in a relevant field (e.g., Business, Information Systems, Computer Science)

• 2+ years of hands-on Salesforce administration experience

• Salesforce Administrator certification required; additional certifications a plus

• Strong experience with configuration tools including Flows, validation rules, reporting, and dashboards

• Familiarity with Salesforce data management tools (e.g., Data Loader or similar)

• Experience supporting multiple business functions (sales, operations, client services, etc.)

• Strong communication skills and ability to work cross-functionally

• Understanding of structured B2B sales processes and pipeline management concepts

Preferred

• Exposure to financial services or other regulated industries

• Experience designing user-friendly workflows and improving system usability

• Background working with marketing, sales, or customer data and performance metrics

• Interest in product development, agile methodologies, or continuous improvement frameworks