Job#: 3056695 Job Description: Salesforce Administrator Location: Richmond, McLean or NYC (Hybrid 3 days onsite)Length: ~ 6 months (through 6/11/27 + possible extension)Job Summary:We are seeking an experienced and proactive Salesforce Administrator to lead the system configuration for a highly visible Treasury Management project. You will be part of a focused initiative team, working collaboratively under the direction of a Product Manager and a Lead Advanced Salesforce Administrator.
In this role, you will be responsible for building a brand-new process from the ground up, specifically designing how our Voice Center handles Treasury Management questions and issues. You will operate independently and exercise professional judgment in making decisions that impact the user and client experience. The ideal candidate has strong hands-on configuration skills, a passion for translating complex business requirements into scalable solutions, and the ability to act as a subject matter expert for this new workflow.
Key Responsibilities:- Process Development: Design, configure, and implement a brand-new Salesforce workflow from the ground up to support the Voice Center's handling of Treasury Management issues.
- Agile Execution: Actively participate in Agile/Scrum ceremonies (sprints, stand-ups, retrospectives) and work collaboratively with the Product Manager, Lead Admin, and other contractors to deliver iterative value.
- System Configuration: Translate business requirements into scalable Salesforce solutions utilizing best practices for automation (e.g., Flow Builder), custom objects, fields, page layouts, and record types.
- End-to-End Ownership: Take full ownership of the end-to-end technical implementation process for your assigned project deliverables.
- User & Security Management: Manage aspects of user setups, roles, profiles, permissions, and sharing rules to ensure data security and compliance within the new Voice Center processes.
- Collaboration: Establish and maintain a high level of credibility with business partners and stakeholders, serving as the technical product expert alongside the Lead Admin.
- Reporting & Dashboards: Create and refine dashboards and reports so Voice Center managers and stakeholders can track Treasury Management metrics and service SLAs.
Basic Qualifications:- At least 3 years of hands-on experience as a Salesforce Administrator.
- Active Salesforce Certified Administrator credential.
- Proven track record of building and configuring new Salesforce processes, workflows, and automations from the ground up.
- Strong understanding of and practical experience working within Agile/Scrum methodologies.
- Excellent relationship-building skills and the ability to collaborate effectively with both technical and non-technical stakeholders.
Preferred Qualifications:- Active Salesforce Advanced Administrator Certification.
- Experience with Visual Studio Code.
- Familiarity with Jira, Git, and Git Repositories.
- Familiarity with AWS integrations and APIs, and how they interact with the Salesforce ecosystem.
- Previous experience in Treasury Management operations or the financial services sector.
Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.
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Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.
Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.
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