Salesforce Administrator

Company Overview: Comprehensive practice management solutions for the elective medical industry are essential for improving efficiency, and the client-centric culture of the PatientNow team is well-poised to continue delivering solutions that allow our customers to spend more time where they want to, with their patients. With our expanding line of products, we demonstrate our commitment to delivering purpose-built technology to medical aesthetics and wellness service providers in our ever evolving market. PatientNow continues to see Med Spa business growth, in addition to expansion in the areas of nutrition, weight loss and hormone replacement. PatientNow’s goal is to be the elective medical industry’s most trusted and intuitive practice management solution— fueled by innovation, integration, and strategic partnerships, delivered by a team with unrivaled grit.

Vision: Empowering practices and businesses to improve health and wellness worldwide by helping their clients look and feel their best.

Mission: PatientNow is elevating businesses focused on beauty, wellness and medical aesthetics with innovative, all-in-one software and consulting service solutions. People who partner with us stand out in the industry with strong market differentiation, while streamlining operations for long term success and sustainable growth.

Values:

• Show up – being present and supportive: for each other through collaboration and respect, for our customers with exceptional service, and for the business with dedication to excellence and growth.
• Own the outcome – By understanding the objective, exceeding expectations with pride, confirming resolution, communicating early and often, and continuously learning and improving
• Be Authentic - By sharing thoughts and opinions, keeping promises, showing your true self, and engaging with respect

Position Summary: The Salesforce Administrator serves as both a strategic system architect and hands-on administrator, responsible for designing, implementing, and maintaining scalable solutions within the Salesforce platform to meet evolving business needs. This role blends high-level business analysis with deep technical expertise—translating requirements into optimized configurations across Sales Cloud and Service Cloud. 

Essential Duties and Responsibilities: To perform this job successfully, an individual must be able to perform the following satisfactorily; other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Salesforce Strategy & Architecture:

• Act as a Salesforce solution architect—understanding cross-functional business needs and designing scalable system solutions
• Translate strategic initiatives into system requirements and recommend configurations to support long-term business goals
• Evaluate and recommend opportunities to embed AI-driven tools and automation to improve processes, data insights, and user experience

Salesforce Management & Administration::

• Oversee the day-to-day operation, maintenance, and optimization of the Salesforce platform
• Manage user accounts, roles, profiles, permissions, sharing rules, and license allocations
• Perform regular data integrity audits, de-duplication, and enrichment

Configuration, Customization & Enhancements:

• Configure and customize Salesforce using flows, automation tools, validation rules, approval processes, and more
• Build and maintain reports, dashboards, and analytics (including Einstein Analytics) that provide actionable insights
• Integrate third-party apps and middleware, and support seamless system interoperability
• Proactively roll out new features, including Lightning components, CPQ, and other cloud solutions

Process Optimization & AI Enablement::

• Partner with stakeholders to assess pain points, define process improvements, and implement innovative Salesforce-based solutions
• Drive continuous improvement initiatives and explore the use of generative AI and predictive tools within Salesforce to increase productivity and service quality
• Champion a data-driven and automation-first culture across teams

Training & Support:

• Serve as the go-to Salesforce expert for users, offering support and troubleshooting guidance
• Create and lead training sessions to increase user adoption and confidence
• Maintain clear documentation and help resources

Governance & Compliance:

• Maintain a secure, compliant Salesforce environment aligned with company and regulatory standards
• Manage the release cycle: testing, deployment, and change management
• Ensure documentation of all technical configurations and business processes is current and accessible

Competencies: To perform the job successfully, an individual should demonstrate the following.

Adaptability - Demonstrates persistence and overcomes obstacles. Measures self against standard of excellence. Recognizes and acts on opportunities. Sets and achieves challenging goals.

Business Ethics – Inspires the trust of others. Keeps commitments. Treats people with respect. Upholds organizational values. Works with integrity and ethics. 

Communications - Exhibits good listening and comprehension. Clearly expresses ideas and thoughts in written as well as verbal form. Selects and uses appropriate communication methods.

Continuous Learning - Assesses own strengths and weaknesses. Continuously pursues training and development opportunities. Seeks feedback to improve performance. Shares expertise with others.

Problem Solving - Develops creative solutions. Gathers and analyzes information skillfully. Identifies and resolves problems in a timely manner. Works well in group problem solving situations.

Teamwork - Balances team and individual responsibilities. Contributes to building a positive team spirit. Exhibits objectivity and openness to others' views. Gives and welcomes feedback.

Education/Experience:

• Bachelor’s degree in Computer Science, Information Technology, Business, or a related field.
• 4+ years of experience as a Salesforce Administrator in a mid to large-scale organization, preferably in a SaaS environment.
• Salesforce Administrator Certification (Advanced Administrator or other relevant certifications are a plus).

Technical Skills:

• Advanced knowledge of Salesforce Lightning, Sales Cloud, and Service Cloud
• Proficiency with declarative development tools (Flows, Process Builder, Validation Rules, etc.)
• Experience with AI capabilities in Salesforce (e.g., Einstein, predictive analytics, GPT integration) a plus
• Familiarity with Apex, Visualforce, and Lightning Web Components
• Comfortable with data management tools (Data Loader, Excel Connector)
• Experience integrating platforms via tools such as MuleSoft, Boomi, or Conga

Soft Skills:

• Excellent problem-solving skills and the ability to think critically and analytically.
• Strong communication skills with the ability to translate complex technical concepts into easy-to-understand terms for non-technical stakeholders.
• Proven ability to manage multiple projects, prioritize tasks, and meet deadlines.
• A proactive approach to learning new technologies and staying current with industry trends.

Supervisory Responsibilities: This position does not have supervisory responsibilities.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit at a desk and work on a computer for prolonged periods. The above job description is not intended to be an all-inclusive list of duties and standard