Description Position at Council Advisors
Senior Salesforce Developer/Administrator
Remote (U.S. Based)
We are seeking a hands-on, proactive Senior Salesforce Administrator / Developer to join our team. This role will be responsible for managing and enhancing our Salesforce platform, including Certinia (FinancialForce), and supporting cross-functional teams across the organization. You'll work closely with Finance, Sales, and Operations to build automations, dashboards, and process improvements that drive efficiency and insight.
This is a unique opportunity to take ownership of a critical business system and grow into a leadership role as our organization scales. You'll be the go-to expert for Salesforce and play a key role in enabling our teams to make data-driven decisions.
You'll join a collaborative, mission-driven team that focuses on operational excellence, continuous improvement, and innovation. The role also offers significant exposure to cross-functional projects and strategic initiatives, providing the opportunity to influence key business decisions and make a meaningful impact across the organization.
Key Responsibilities:
- Serve as the primary administrator and developer for our Salesforce platform, including Certinia PSA and FFA modules.
- Manage user setup, roles, profiles, permissions, and security settings.
- Design, build, and maintain custom objects, fields, workflows, validation rules, and automations (Screen, Record-Triggered, and Scheduled Flows; existing Apex triggers and classes).
- Develop and maintain dashboards and reports for Finance, Sales, and other departments.
- Support and lead system upgrades, testing, and troubleshooting in collaboration with Accounting and Finance teams.
- Provide day-to-day support for Salesforce users, resolving issues and responding to enhancement requests.
- Document system configurations, processes, and best practices.
- Collaborate with stakeholders to gather requirements and translate them into scalable Salesforce solutions.
- Ensure data integrity and system performance through regular audits and maintenance.
- Train users and promote adoption of Salesforce features and best practices.
Qualifications & Skills:
Must Have:
- Salesforce Administrator certification.
- 5+ years of hands-on experience owning and supporting a Salesforce org, ideally as the primary or sole administrator responsible for the platform's day-to-day operation, enhancement, and support.
- Ability to read, troubleshoot, and safely modify existing Apex code.
- Experience in an org with managed package usage.
- Ability to run requirements gathering directly with business stakeholders.
- Strong release management and change control discipline from sandbox through production.
- Prior ownership of a Salesforce platform.
- Comfort with financial concepts like revenue, billing, project accounting, and related business processes.
- Ability to lead business conversations, drive decisions, and work directly with stakeholders, representing the function and moving discussions forward independently.
Preferred (Premium Skills):
- Certinia PSA or FFA experience.
- Advanced Administrator, Platform App Builder, or Platform Developer I certification.
- Ownership and troubleshooting of REST or SOAP integrations.
- Executive-level reporting and dashboard development.
Council Advisors provides a reasonable salary range for our open requisitions. Actual salary is influenced by a wide array of factors including but not limited to skill set, experience, training, education, and other business and organizational needs. The range of starting annual salary for this role is $125,000-$145,000. Decisions will be determined on a case-by-case basis.
Salary is one component of Council Advisor's total rewards package, which includes a discretionary performance bonus, 401(k) with company contribution, generous paid time off, benefits, and wellness program.
685 Third Avenue / 22 Floor / New York / NY / 10017 / 212 332 3790
