Salesforce Administrator

Job Description

Job Description

It’s more than just numbers.

Miller Kaplan is a different kind of CPA firm; we believe in building a legacy yours. We want to give our clients the very best, and we understand that begins with helping our employees be their best through professional mentorship, life-work integration, and a sense of community. That starts with you!

Job Summary

Reporting to the Director of Brand & Business Development, you will help support the department’s initiatives, campaigns, and goals forward by overseeing our CRM.

You will be responsible for managing and optimizing Salesforce, working with relevant stakeholders to ultimately meet the firm's requirements.

The Salesforce Admin will own user management, import data as needed, troubleshoot issues, ensure optimal performance of Salesforce systems and products, and provide user training as needed.

Duties / Responsibilities :

• Manage all aspects of user and license management including new user setup / deactivation, roles, profiles, permissions, sharing rules.
• Salesforce configuration changes, including (but not limited to) : Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards, and reports.
• Sandbox environment management & production deployments using changesets.
• Identify and gather requirements, translating into best practice, scalable solutions with a focus on exceptional user experience.
• Identify unused or underutilized platform features.
• Create a platform roadmap and define priorities, liaising with stakeholders.
• Own the communication of any platform changes to end users and stakeholders.
• Data management to improve Salesforce data quality, implementing rules and automation as needed.
• Proactive system maintenance including Security Reviews, Release Updates, Health Check, and Optimizer.
• User support tickets.
• Monitor and improve user adoption.
• New user and ongoing user training .
• Technical & end user documentation.
• Working with integrated application.
• Perform other related duties and projects as assigned.

Education and Experience :

Required :

• A bachelor’s degree (equivalent experience will also be considered).
• Experience with Pardot / Marketing Cloud Account Engagement or other Marketing Automation tools.
• Experience working with a consulting partner to deliver projects.
• Strong Salesforce product knowledge and at least 3+ years of Salesforce Administration hands-on experience with Sales Cloud, Pardot, and Digital Experiences.
• Experience in change management and governance.
• Experience training end users and key stakeholders.

Required Skills / Abilities :

• Trailhead Badges / Super Badges.
• Certified Salesforce Administrator.
• A proactive attitude to platform enhancements.
• Ability to translate requirements into technical solutions.
• Strong communication skills :
• Expert ability to distill technical topics into concise, layman’s language.
• Excellent relationship-building skills / Ability to liaise with stakeholders at all levels.
• Strong attention to detail & organizational skills.
• Commitment to quality.
• Stay current with evolving technologies, platforms, and best practices.
• Active in the Salesforce community.

Physical Requirements :

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at a time.

Benefits

LIFE :

• Competitive Salary : We value your dedication and hard work. We offer a competitive salary of $100,000 - $110,000 annually for this role.
• Generous Paid Time Off : Start with 20 days and watch it grow, plus 2 extra days annually for managers.
• Comprehensive Healthcare : Medical options include HMO, PPO, HDHP, with fully covered dental and vision for you.
• Flexible Spending Accounts & Health Savings Accounts : Manage healthcare expenses conveniently with a benefits debit card.
• Employee Assistance Program : Confidential support for personal or work-related challenges.

FAMILY :

• Hybrid & Remote Flexibility : Work-life balance matters! Enjoy flexibility based on your role.
• Insurance Benefits : Basic life insurance, voluntary life insurance, and long-term disability coverage.
• Dependent Care and Pet Insurance : Covering loved ones, furry or not, with flexible spending accounts and pet insurance.
• Bereavement Paid Time Off : Time to grieve and heal without work worries.
• Sabbatical and Personal Leave Options : Recharge and refocus with time off for personal needs.

BUSINESS :

• Social Events : Networking and unwinding at virtual and in-office firm social events.
• Referral Bonuses : Earn rewards for growing our team and client base.
• Commuter Benefits : Funds for transit and parking to ease your daily commute.
• Professional Development : Reimbursement for licenses, memberships, CPE allowance, and access to classes through Becker.

DREAMS :

• Retirement Plans : Tailored 401(k) Profit Sharing Plan for your financial future.
• Support for Professional Certifications : Assistance on your journey to CPA or CFE, including study materials, exam reimbursements, and bonuses.
• Leadership Development and Mentorship : Personal and professional growth through mentorship programs.

Ready to embark on a fulfilling career journey with us? Join our team and unlock a world of opportunities and support!

Miller Kaplan does not intend to hire job seekers who will need, now or in the future, Miller Kaplan sponsorship through the H-1B lottery, unless otherwise stated on the job posting.

All qualified applicants will receive consideration for employment at Miller Kaplan without regard to race, religious creed, color, ancestry, national origin, sex, gender (including gender identity and gender expression), age, mental or physical disability, medical condition, genetic information, sexual orientation, marital status, reproductive health decisions, military / veteran status, or any other legally protected status in accordance with state and / or federal law.

Miller Kaplan does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time.

Any referrals, resumes, or candidates submitted to Miller Kaplan or any employee or owner of Miller Kaplan without a pre-existing agreement signed by both parties covering the submission will be considered the property of Miller Kaplan and not subject to any fees or charges.

For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Miller Kaplan property and free of fees.

If you would like to inquire about referrals and or contracts, please reach out to [email protected].

All qualified applicants will receive consideration for employment at Miller Kaplan in accordance with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance regarding applicants with criminal histories and the SF Fair Chance Ordinance regarding applicants with arrest and conviction records.