sales
Posted 6 days agoSenior Salesforce Administrator, Sales Operations
at PowerX
Phoenix, United StatesOn-site
Responsibilities
- Design, build, test, and maintain declarative automation using Flow, including record-triggered flows, screen flows, and scheduled flows.
- Manage user provisioning, license allocation, and security model changes, including for newly acquired business units.
- Maintain data quality through scheduled deduplication, account merging, and data hygiene work; partner with sales and operations support to operationalize a quarterly data quality cadence.
- Build, maintain, and continuously improve Salesforce reports and dashboards used by the sales team, sales managers, executive leadership, and finance.
- Support quarterly and annual forecasting cycles in partnership with Finance, including weighted pipeline calculations, probability rules, and stage definitions.
- Develop salesperson, sales manager, service line, and executive dashboards that surface leading and lagging indicators of sales performance.
- Lead the ongoing maturation of POWERX’s Salesforce change-management practice and coordinate review, testing, and deployment of Salesforce changes as the team grows or engages external partners and contractors. Integrations
- Operate, monitor, and improve POWERX’s existing Salesforce integrations (including NetSuite, Connecteam, GoFormz, Egnyte, Klient, and Outlook), diagnosing and resolving integration failures as they occur.
- Lead Salesforce-side design and implementation of new integrations using Boomi (POWERX’s standard middleware platform) and direct API integrations as the use case warrants.
- Support M&A integration efforts, including data migration, account and contact merging, customer/item mapping, and process harmonization for newly acquired business units.
- Build training materials, release notes, and how-to documentation for end users.
- Conduct training sessions for power users and new hires on core Salesforce processes including quoting, account creation, opportunity management, and closed-won workflows.
- Identify opportunities to reduce manual work through automation and process redesign.
Requirements
- The Senior Salesforce Administrator, Sales Operations will serve as the second member of POWERX’s Sales Operations team, partnering with the Director of Sales Operations to scale the Salesforce platform and the broader sales technology stack that powers day-to-day sales, project, and field operations.
- This role owns hands-on Salesforce administration, automation, and reporting, supports the integrations connecting Salesforce to POWERX’s ERP, PSA, workforce, and field systems, and contributes to the ongoing maturation of the Sales Operations team’s collaboration and change-management practices.
- Salesforce Administration & Automation
- Serve as a senior administrator on POWERX’s Salesforce production org, owning day-to-day configuration including objects, fields, page layouts, record types, validation rules, permission sets, and profiles.
- Partner with the Director of Sales Operations to evaluate incoming business requests through a collaborative design review, applying Salesforce platform best practices that balance near-term delivery with long-term maintainability.
- Operate within POWERX’s established sandbox-to-production workflow utilizing VS Code, Git-based version control, and additional Salesforce DevOps practices to maintain visibility into in-flight work and prevent deployment conflicts.
- requirements and turn them into Salesforce solutions.
- Must have a satisfactory background check.
- Excellent verbal and written communication skills, with the ability to translate between technical and non-technical audiences.
- Strong problem-solving skills with the ability to triage issues across systems (Salesforce, NetSuite, Klient, Connecteam) and identify which side of an integration owns a given issue.
- Proficient in Microsoft Excel, Word, and Adobe.
- Bachelor’s degree in business, information systems, computer science, or a related field, or equivalent professional experience required.
- Salesforce Advanced Administrator or Platform App Builder certification required.
- experience in Sales Cloud, including advanced declarative automation (Flow). Hands-on
- experience with Salesforce DevOps tooling, Visual Studio Code, the Salesforce CLI (SFDX), and Git-based source control for managing Salesforce metadata required.
- Experience operating and supporting integrations between Salesforce and at least one major external system (ERP, PSA, marketing automation, or similar) required. Demonstrated
- experience in native Salesforce.
- Salesforce Sales Cloud Consultant or Integration Architect certification, preferred. •
- experience integrating or migrating Salesforce data during a merger or acquisition, preferred. •
- Experience with Boomi or a comparable middleware platform (MuleSoft, Workato, or similar), preferred. Demonstrated
- experience contributing to or leading Salesforce DevOps practices in a multi-administrator environment, or supporting Salesforce work across internal teams, contractors, or implementation partners, preferred.
- experience in field services, electrical contracting, commissioning, or another technical services business, preferred. Physical
Experience
- 5+ years of hands-on Salesforce administration
Benefits
- Our vision is to lead the future of power systems with cutting-edge technology, sustainable practices, and a relentless focus on customer success.
- OUR POWERX PERKS Competitive Pay
- Referral Bonus Program
- Tuition Reimbursement
- Medical, dental, vision, LTD, STD, Basic Life/AD&D, and other ancillary products
- 401k program with a company match Performance Program Paid Parental Leave
Additional details
- At POWERX, our people are at the heart of everything we do.
- From testing and commissioning to engineering and compliance, every service we provide plays a vital role in powering safe, reliable, and efficient systems.
- As the nation’s leading provider of comprehensive power solutions, we foster a culture of integrity, respect, and teamwork.
- In an ever-evolving industry, our mission is to help businesses optimize system performance, ensure safety and compliance, and drive operational excellence through innovation and accountability.
- Whether you're an experienced professional or launching your career, POWERX provides an environment where you can grow, make an impact, and build a lasting legacy.
- At POWERX, our people are at the heart of everything we do. From testing and commissioning to engineering and compliance, every service we provide plays a vital role in powering safe, reliable, and efficient systems.
- Whether you're an experienced professional or launching your career, POWERX provides an environment where you can grow, make an impact, and build a lasting legacy. ABOUT US
- At POWERX, we take pride in being the premier provider of comprehensive power services, ensuring that power systems operate efficiently and reliably.
- Our commitment to quality and excellence is evident in our field services, engineering and consulting expertise, and adherence to certifications and regulations.
- Safety and performance are at the forefront of our integrated approach.