Team Lead - Salesforce

Key Responsibilities

• Lead, coach, and manage a team of Salesforce Administrators, including regular one-on-one meetings, goal setting, performance feedback, career development, and support for day-to-day execution.

• Set team priorities, assign work, balance capacity, remove blockers, and ensure commitments are delivered with appropriate quality and timeliness.

• Provide technical and functional guidance to the team, review proposed solutions and configurations, and promote consistent standards, documentation, and Salesforce best practices.

• Serve as the first point of escalation for team members and operational issues, coordinating resolution and communicating risks, dependencies, and status to SaaS Applications leadership and business stakeholders.

• Administer and maintain Salesforce environments, including user setup, roles, profiles, permission sets, and security settings.

• Configure and customize Salesforce objects, fields, page layouts, record types, validation rules, and automation tools (Flows, Process Builder).

• Collaborate with business stakeholders to gather requirements, translate needs into actionable work for the team, and implement scalable Salesforce solutions.

• Support CPQ and Billing configurations, ensuring accurate quote-to-cash processes.

• Lead or support integrations between Salesforce and other enterprise systems using middleware tools (e.g., MuleSoft).

• Monitor system performance, conduct regular audits, and implement optimizations for usability and security.

• Create and maintain reports and dashboards to support business decision-making and team visibility.

• Ensure system configurations, operating processes, decisions, and best practices are documented and maintained by the team.

• Conduct training and knowledge-sharing sessions for end users, internal teams, and Salesforce Administrators.

• Stay current with Salesforce releases, assess their impact, and recommend platform enhancements.