Salesforce Administrator

🕒 June 2

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CallRail

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2011

🤝 B2B

☁️ SaaS

💰 $45.6M Venture Round on 2020-11

AI • B2B • SaaS

CallRail is a company specializing in call tracking and AI-powered conversation intelligence. Their platform allows businesses to track calls, texts, forms, and chats with the same ease as tracking clicks, providing a powerful dashboard to analyze marketing performance. CallRail's Conversation Intelligence® leverages AI to create call transcripts, identify keywords, and automatically tag and qualify leads, helping businesses optimize their marketing and conversion strategies. With tools to enhance personalized customer interactions and improve lead scoring, CallRail supports over 200,000 businesses in maximizing ROI and improving customer insights.

📋 Description

• Administer & Maintain: Provide day-to-day Salesforce administration, including user setup, profiles, permission sets, and license management for 130+ users. • Configure & Optimize: Design, configure, and deploy Salesforce solutions using Flows, record types, dynamic layouts, approval processes, dashboards, and reports. • Drive Data Governance: Implement standardized governance policies that improve data quality and system consistency. • Manage Integrations: Own and optimize third-party integrations with tools such as LeanData, Outreach, Gong, Qualified, and others. • Support Agile Execution: Participate in monthly agile sprints, backlog grooming, and iterative delivery through Asana-based project management. • Ensure Scalability: Apply a declarative-first approach to automation and system design, ensuring cross-functional maintainability and alignment with Salesforce’s product evolution. • Test & Deploy: Use sandbox environments for testing and validating changes before production deployment; partner with the Salesforce Architect to explore DevOps tools and best practices. • Release Readiness: Oversee the third-party system release management cycle, ensuring features and functionality are fully tested and aligned with roadmap timelines. • Document & Share Knowledge: Maintain clear and accessible documentation in Confluence and Google Workspace to support knowledge sharing and continuity. • Prepare for the Future: Contribute to our roadmap for AI-powered features across our techstack in 2026 and beyond.

🎯 Requirements

• 2+ years of Salesforce administration experience, ideally within a B2B SaaS environment. • Salesforce Administrator Certification (required); other Salesforce certifications are a plus. • Strong command of Salesforce Flow and other declarative tools. • Familiarity with enterprise-scale Salesforce architecture (200+ Flows, multiple custom objects, complex role hierarchies). • Comfort with large datasets, Excel, and analytical reporting. • Excellent cross-functional communication skills and stakeholder management. • Experience supporting Agile workflows and tools like Asana. • Exposure to Einstein, Agent AI, or similar Salesforce-native AI solutions preferred. • Experience with Confluence or similar documentation platforms.

🏖️ Benefits

• Healthcare (one option covered at 100% for employees) • Dental & Vision Coverage • Competitive HSA with company matching • Paid parental leave • Flexible vacation policy • 401K options with company dollar-for-dollar match • Employee stock options available from day one • $2,000 annual educational allowance • Catered lunch every Tuesday * an in-office perk • MARTA transportation or office parking expenses covered • Employee charitable donation company match, up to $500 annually • Regular company outings and events • Hybrid work options with $500 office stipend to set up your home office • Designated bike storage