About The Position

We’re looking for a hands-on Salesforce Administrator and Builder hybrid role to continuously modernize our Salesforce platform for multiple sales teams. This role is heavily focused on configuration, Flow-based automation, data modelling and integrations, and pragmatic AI experimentation (Agentforce) to improve sales productivity and decision-making. You’ll partner with sales, operations, analytics, and data teams to translate evolving business needs into scalable, well-governed solutions—ensuring new data fits the business model and supports real-world workflows and reporting.

Requirements

  • 3–5+ years of Salesforce Administrator experience in a complex, evolving environment
  • Salesforce Certified Platform Administrator certification
  • Strong hands-on experience with App configuration, development and engineering practices, data modelling and process design, with a special focus on Sales Cloud
  • Advanced expertise with Flow (including troubleshooting and scalable patterns)
  • Strong understanding of Salesforce data model, security model (OWD, sharing, FLS), and platform limits
  • Demonstrated experience with data modelling and integrating new data into an existing CRM in a way that supports business workflows and reporting
  • Practical integration experience: ETL/data pipelines, data mapping, transformation, reconciliation, and monitoring
  • Proficiency with SOQL; SQL experience for external data sources/analytics is an asset
  • Strong stakeholder skills: can elicit requirements, clarify ambiguity, and balance speed with long-term maintainability
  • Practical understanding of platform limits and scalable configuration patterns, explains trade-offs.

Nice To Haves

  • Financial services experience (asset management preferred)
  • Exposure to Einstein/Agentforce or AI-enabled CRM capabilities
  • Experience with APIs, middleware/ETL platforms, and release/deployment practices
  • Salesforce certifications (Salesforce Certified Platform Administrator II, Salesforce Certified Platform App Builder)

Responsibilities

  • Support Salesforce administration: users, roles, profiles, permission sets/permission set groups, access controls and role-based Lightning experiences, as required.
  • Design and build Business Backlog priorities: Configure and evolve Salesforce objects, fields, relationships, record types, validation rules, page layouts, dynamic forms, Homepages by role/profile, Lightning App pages, navigation, and visibility patterns
  • Build account plans and structured selling workflows (goals, milestones, activities, prompts)
  • Configure client team relationship models (coverage teams, specialists, visibility patterns, relationship maps) to support collaboration and reporting
  • Build role-based Lightning experiences, including improving usability and adoption through intuitive design, reduced clicks, and clear in-app guidance (screen flows, prompts)
  • Design and build various client sales and behavioural insights using reports and dashboards
  • Support multiple sales teams with unique processes, KPIs, and coverage models
  • Maintain platform health and governance: data quality, standards, documentation, and release readiness
  • Support deployments (change sets and/or DevOps processes)
  • Design and implement advanced automation using Flow (record-triggered, scheduled, screen flows)
  • Modernize and rebuild business processes to reduce friction, standardize where appropriate, and scale improvements, including migration of legacy automations into a maintainable Flow architecture, where necessary
  • Automate manual sales admin work (e.g., guided steps, prompts, data hygiene, reminders) while ensuring reliability and auditability
  • Translate requirements into a fit-for-purpose data model that aligns to business workflows and reporting needs
  • Design and support end-to-end data flows from source systems into Salesforce (batch/near-real-time), including: Data mapping, transformation logic, and load strategy (incremental vs full)
  • Data quality checks, reconciliation, error handling, and monitoring
  • Support integrations using ETL/middleware and APIs (tooling varies by environment; e.g., Informatica, Data Virtuality, etc.)
  • Use SOQL (and SQL where applicable) to validate logic, troubleshoot issues, and support reporting/analytics needs
  • Ensure new data is usable in Salesforce via appropriate UX and reporting structures (report types, dashboards, summary views)
  • Contribute to thoughtful experimentation and adoption of Einstein / Agentforce capabilities
  • Identify low-risk, high-value AI use cases (summaries, insights, guided actions) with an emphasis on data readiness and governance

Benefits

  • The anticipated compensation range for this role is $38.50/hour, which represents base wage.
  • Actual compensation will be determined based on many factors such as role location, candidate experience / qualifications, market conditions, and internal equity.
  • For permanent roles, AGF aims to offer a comprehensive and competitive total rewards package designed to support the success and well-being of our employees, which may include a combination of base salary, variable compensation, benefits, and retirement savings plans.
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