What are the responsibilities and job description for the Salesforce Administrator position at Info?
The Senior Salesforce Administrator is responsible for the design, configuration, and ongoing administration of Trew’s enterprise Salesforce environment. This role is critical to the company’s growth strategy: the incumbent will lead the net-new Salesforce org standup required to separate from the seller’s shared Salesforce instance, execute data migration from the legacy environment, and establish Trew’s consolidated CRM platform supporting Sales, Marketing, Lifecycle Support Services (LSS), and Customer Experience operations.
Responsibilities:
• Lead net-new Salesforce org standup including security model, profiles, permission sets, page layouts, record types, validation rules, and workflow automation.
• Execute data migration from seller’s shared Salesforce org, including standard CRM objects (Accounts, Contacts, Opportunities, Activities) and non-standard objects from Salesforce-native managed packages (ServiceMax, Conga, DemandBase).
• Coordinate with Dell Boomi integration team to establish real-time and batch integrations between Salesforce and Oracle EBS R12 (order-to-cash, billing, customer master sync).
• Deploy and configure ServiceMax managed package in the new org, ensuring installed base records, work orders, service contracts, and entitlements are fully operational for Lifecycle Support Services.
• Rebuild Conga document generation templates for quotes, contracts, and proposals.
• Define and execute user acceptance testing with Sales, LSS, and Customer Experience stakeholders.
• Serve as primary Salesforce platform owner across the consolidated enterprise (approximately 300–500 users).
• Manage user provisioning, deprovisioning, role hierarchy, and security model.
• Administer Salesforce releases, sandbox management, and change control processes.
• Build and maintain reports, dashboards, and analytics for Sales, LSS, and executive leadership.
• Partner with the Salesforce Developer on custom development, Apex triggers, and Lightning component enhancements.
• Manage vendor relationships with Salesforce and managed package providers.
• Support future Salesforce CPQ evaluation and potential deployment.
Required Qualifications:
• 7 years of hands-on Salesforce administration experience in a mid-market or enterprise environment.
• Salesforce Administrator certification (ADM 201) required; Advanced Administrator (ADM 211) strongly preferred.
• Demonstrated experience with Salesforce data migration, including Salesforce-to-Salesforce org migrations or carve-out scenarios.
• Working knowledge of ServiceMax or comparable Salesforce-native field service managed packages.
• Experience with integration platforms (Dell Boomi, MuleSoft, or Informatica) connecting Salesforce to ERP systems.
• Proficiency with data migration tools (Data Loader, Dataflow, or third-party ETL tools).
• Strong understanding of Salesforce security model, sharing rules, and multi-business-unit configurations.
Preferred Qualifications:
• Experience in manufacturing, warehouse automation, or industrial services environments.
• Prior experience in M&A, carve-out, or TSA exit Salesforce migration.
• Familiarity with Conga document generation and DemandBase account intelligence.
• Experience with Oracle EBS integration patterns (order-to-cash, customer master, billing).
• Platform Owner certification or Salesforce CPQ experience.
Work Environment This is primarily a desk-based role, requiring extended periods of sitting and computer use. While the role is mainly desk-based, mobility within the office, manufacturing facility and customer sites may be required for meetings and interactions with colleagues.
Physical Requirements Prolonged periods sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times. Ability to traverse office, manufacturing facility and customer sites.
Trew EEO Statement
Trew and its companies are an equal opportunity employer. Applicants will be considered for employment without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, or veteran status.
Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.