Sr. Salesforce Administrator

About PracticeTek

PracticeTek is the leading provider of retail healthcare technology solutions, delivering comprehensive EHR and practice management software across chiropractic, optometry, PT/OT/speech therapy, and dental specialties. Backed by K1 Investment Management and Waud Capital Partners, our flagship product ChiroTouch serves 12,500+ practices and 35,000+ providers. We recently launched Rheo, the first AI assistant purpose-built for chiropractors, and are rapidly expanding our AI and automation capabilities across all brands.

The Opportunity

We are looking for a sales-focused Salesforce Administrator to own and optimize our Salesforce environment for the revenue organization. This is a high-impact role at a pivotal moment: PracticeTek recently completed a multi-brand Salesforce consolidation, and we need someone who can clean up legacy artifacts, streamline the sales experience, and lead our adoption of Salesforce Agentforce to bring AI-powered automation into our sales workflows.

What You'll Do

Sales Process Optimization & User Experience

• Own the end-to-end Salesforce experience for the sales organization (AEs, SDRs, Sales Managers) across ChiroTouch, RevolutionEHR, ClinicSource, Doctible, and other verticals

• Simplify page layouts, record types, and navigation to reduce clicks and make it easier for reps to move through the sales process

• Clean up legacy fields, stages, and process artifacts from the recent multi-brand Salesforce consolidation

• Build and maintain dynamic forms, guided actions, and Lightning app customizations that surface the right information at the right stage

• Partner with sales leadership to translate process changes into Salesforce configuration

Agentforce Implementation & AI Automation

• Lead the evaluation, design, and rollout of Salesforce Agentforce to automate repetitive sales tasks (lead routing, follow-up reminders, data enrichment, next-best-action prompts)

• Build and configure Agentforce agents, topics, and actions that align with PracticeTek’s sales motion and short deal cycles

• Identify high-impact automation opportunities across the funnel: lead qualification, demo scheduling, quote generation, and proposal follow-up

• Integrate Agentforce with existing automation (Flows, Outreach sequences) to avoid duplication and ensure a cohesive experience

• Measure and report on Agentforce adoption, time savings, and impact on pipeline velocity

Flow & Automation Management

• Manage and optimize a large library of active Flows - audit for redundancy, consolidate where possible, and ensure performance at scale

• Maintain and troubleshoot Apex triggers and coordinate with developers on code-level changes across a substantial codebase

• Own validation rule governance - balance data quality enforcement with sales usability

• Migrate remaining Workflow Rules and Process Builders to Flow where appropriate

• Document all automation in a centralized inventory with business purpose, objects affected, and owner

Data Quality & Reporting

• Drive data hygiene initiatives to clean up legacy records from the multi-brand migration (inconsistent stages, orphaned records, duplicate accounts)

• Ensure custom object data flows correctly from lead creation through opportunity close

• Partner with SalesOps on funnel metrics and conversion rates by brand

Security, Permissions & User Management

• Rationalize and consolidate a large number of permission sets and profiles using permission set groups

• Handle user provisioning, role hierarchy changes, and territory assignments across vertical-based sales teams

• Ensure field-level security and sharing rules align with multi-brand data access requirements

• Manage sandbox environments for testing and deployment

Requirements

What You Bring

Required

• 4+ years of hands-on Salesforce Administration experience in a sales-focused environment (B2B SaaS preferred)

• Salesforce Administrator certification (ADM 201) required; Advanced Administrator (ADM 211) strongly preferred

• Deep expertise in Flow Builder - you’ve built and managed complex record-triggered, screen, and autolaunched flows at scale

• Strong understanding of Apex triggers and classes - you can read, troubleshoot, and collaborate with developers on code-level changes (you don’t need to write Apex from scratch, but you need to understand it)

• Experience managing a large, enterprise-scale Salesforce org with a high volume of users and extensive customization

• Proven ability to simplify complex processes - you obsess over reducing clicks and making the system intuitive for sales reps

• Experience with custom quote/proposal workflows

• Strong communication skills - you can translate between sales leadership requests and technical implementation

Preferred

• Experience with or strong interest in Salesforce Agentforce, Einstein AI, or Copilot features

• Platform Developer I certification or equivalent Apex/LWC knowledge

• Experience with Zuora billing integration, DocuSign other B2B SAAS Tools

• Experience with Outreach or similar sales engagement platforms and their Salesforce sync

• Background in healthcare SaaS, practice management, or EHR software

• Experience with multi-brand or multi-BU Salesforce consolidation/migration projects

• Familiarity with DLRS, Salesforce DevOps tools, and change set / metadata deployment best practices

Benefits

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, IRA)
• Life Insurance (Basic, Voluntary & AD&D)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Family Leave (Maternity, Paternity)
• Short Term & Long Term Disability
• Training & Development
• Free Food & Snacks
• Wellness Resources