Salesforce Platform Lead

ENERGY SYSTEMS GROUP is looking for a Salesforce Platform Lead to join our Sales team. The position is remote. Occasional travel may be required. The Salesforce Platform Lead will be responsible for the day-to-day administration, support, enhancement, and overall health of ESG’s Salesforce Sales Cloud environment. This role will serve as the primary technical owner for Salesforce configuration, user support, issue resolution, data quality, and small-to-mid-sized platform enhancement projects. This position is ideal for a hands-on Salesforce professional who can operate beyond traditional administrator responsibilities. The role requires someone who can understand business needs, recommend scalable solutions, configure the platform in alignment with Salesforce best practices, and help ensure the system remains clean, reliable, user-friendly, and aligned to business operations. The Salesforce Platform Lead will partner closely with business stakeholders, IT, sales leadership, and external vendors or consultants as needed to support system improvements, manage user-generated requests, troubleshoot issues, and execute enhancements across objects, fields, page layouts, flows, reports, dashboards, integrations, and related platform functionality. The essential functions of the position include: Salesforce Administration & Platform Support Serve as the primary administrator and technical owner for the Salesforce platform. Manage user setup, roles, profiles, permission sets, security access, queues, public groups, and related administrative functions Respond to user-generated tickets, support requests, system questions, and reported issues Troubleshoot and resolve bugs, configuration issues, data issues, user access issues, automation errors, and system defects Maintain core Salesforce configuration, including objects, fields, page layouts, Lightning record pages, record types, validation rules, flows, reports, dashboards, and list views Monitor system performance, user adoption, data integrity, and overall platform health Support Salesforce releases, sandbox testing, change management, and deployment activities Maintain documentation of system configuration, business processes, data definitions, and support procedures System Enhancements & Project Execution Lead and execute small-to-mid-sized Salesforce enhancement projects from intake through implementation Partner with stakeholders to understand business needs and translate them into practical Salesforce solutions Recommend scalable, maintainable, and best-practice-aligned solutions rather than simply fulfilling requests as submitted Configure and enhance Salesforce functionality using declarative tools, including Flow, dynamic forms, page layouts, validation rules, approval processes, reports, dashboards, and related platform features Support integrations between Salesforce and other business systems, including requirements gathering, testing, troubleshooting, and coordination with technical partners or vendors Evaluate the impact of requested changes on existing processes, data, reporting, user experience, integrations, and downstream systems Support user acceptance testing, deployment planning, training documentation, and post-launch support for system changes Identify opportunities to simplify processes, reduce technical debt, improve user experience, and increase Salesforce adoption Data Quality & Governance Own and improve Salesforce data quality standards, including field usage, required data, duplicate management, naming conventions, data completeness, and reporting accuracy Partner with business leaders to define and maintain consistent data definitions, field governance, and reporting standards Monitor data quality trends and recommend corrective actions, automation, validation rules, dashboards, or process changes Support data imports, exports, updates, cleanup efforts, deduplication, and migration activities Ensure platform changes support accurate pipeline management, forecasting, reporting, and business decision-making Business Partnership & Best Practices Serve as a trusted Salesforce advisor to business stakeholders Help business users understand what Salesforce can and should do, while guiding them away from overly complex, manual, or non-scalable solutions Balance business needs with platform sustainability, user experience, security, data quality, and long-term maintainability Stay current on Salesforce releases, features, best practices, and platform capabilities Work with internal IT, external consultants, vendors, and business teams to ensure Salesforce solutions are properly designed, tested, documented, and adopted Your background includes: Bachelor’s degree in Information Systems, Management Information Systems, Computer Science, Business Administration, Information Technology, Data Analytics, or a related field preferred Five or more years of hands-on Salesforce administration experience Salesforce Administrator certification required Strong experience configuring Salesforce Sales Cloud and/or Service Cloud Experience managing users, permissions, roles, profiles, permission sets, objects, fields, page layouts, record types, validation rules, reports, dashboards, and Lightning pages Hands-on experience building and troubleshooting Salesforce Flows Experience supporting business users through tickets, issue resolution, enhancement requests, and system training Ability to translate business requirements into scalable Salesforce configuration Strong understanding of Salesforce data model, security model, automation tools, reporting, and platform governance Strong data quality mindset, including experience with data cleanup, deduplication, field governance, and reporting accuracy Ability to evaluate requests and recommend best-practice solutions Strong problem-solving skills and ability to troubleshoot system issues independently Excellent communication skills with both technical and non-technical stakeholders Ability to manage multiple priorities, support requests, and enhancement projects simultaneously A bonus to have: Salesforce Advanced Administrator certification preferred Experience with Salesforce integrations, APIs, middleware, or third-party connected applications Experience working with sales operations, sales process, pipeline management, forecasting, or CRM governance Experience supporting Salesforce in a multi-region or multi-business-unit environment Experience creating training materials, process documentation, release notes, and user guides Experience working with sandbox environments, change sets, DevOps tools, or structured deployment processes Exposure to Salesforce architecture principles, including scalable data models, automation strategy, security design, and integration patterns What we bring to you: Professional growth and development programs including tuition reimbursement Comprehensive health, dental, vision insurance plans and wellness plans for employee and your family Life insurance, short-term disability, long-term disability, and supplemental benefits 401(k) Savings Plan Nine Paid Holidays with three floater holidays Paid Vacation and Personal/Sick Leave Paid Parental Leave for the birth, adoption, or placement of a child/children Highly competitive salaries and incentive structure We want you to know: ESG is an Equal Employment Opportunity Employer. We value talent and understand that our colleagues allow us the opportunity to deliver an exceptional customer experience. We achieve our goals through teamwork and conduct our business with integrity. Join our world-class team to provide mission-critical infrastructure solutions for K-12 schools and universities to local, state and federal government agencies and more. Join our world-class team to provide safe, reliable innovative energy efficiency and infrastructure solutions for K-12 schools and universities to local, state and federal government agencies and more. This contractor and subcontractor shall abide by the requirements of 41 CFR §§ 60-1.4(a), 60-300.5(a), and 60-741.5(a). These regulations prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities, and prohibit discrimination against all individuals based on their race, color, religion, sex, sexual orientation, gender identity, or national origin. Moreover, these regulations require that covered prime contractors and subcontractors take affirmative action to employ and advance in employment individuals without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status or disability. #LI-Remote Energy Systems Group, LLC and its commonly owned affiliates, PacificWest Energy Solutions, Inc. and Yearout Energy Solutions Company, LLC, (collectively, "ESG") do not accept unsolicited resumes from staffing agencies, search firms, or third-party recruiting entities (generally, “Agency[ies]”). Candidate materials that are submitted by an Agency to ESG that are either unsolicited or are submitted by an Agency to an ESG employee other than a member of ESG’s Human Resources Department are considered an “Improper Agency Submission.” Any materials submitted via an Improper Agency Submission will be considered the sole and exclusive property of ESG, regardless of whether a fully executed staffing agreement exists between ESG and an Agency. ESG disclaims all liability and financial obligation of any kind, including the payment of Agency placement fees or commissions, associated with an Improper Agency Submission.