Senior Salesforce Platform Administrator

Responsibilities

• Build and maintain document templates and configure automated document generation
• Support contract lifecycle processes and troubleshoot template merge issues
• Administer Salesforce platform including objects, fields, flows, and security models
• Serve as primary administrator for Conga products (Composer, Contracts, Batch, Trigger, Grid)
• Administer DocuSign eSignature integration and maintain reusable workflows
• Build scalable Salesforce Flows to enhance automation across business units
• Provide Tier II/Tier III Salesforce support and train end users

Requirements

• 5+ years of Salesforce Administration experience
• Salesforce Administrator Certification
• 3+ years administering Conga products and DocuSign
• Hands-on experience with Salesforce Lightning, Flow Builder, and Security Models
• Experience supporting enterprise production environments

Preferred Qualifications

• Salesforce Advanced Administrator or Business Analyst Certification
• Conga and/or DocuSign Certification
• Experience in Financial Services, Banking, or Lending
• Familiarity with Agile, Git, Copado, or Gearset
• Experience with Salesforce Financial Services Cloud (FSC)

Benefits

• Medical, Rx, Dental, and Vision coverage
• Competitive PTO and vacation policies
• One Friday off each month for Wellness Weekends
• 401(k) plan with employer contributions
• Company-sponsored training and certification opportunities
• Quarterly award ceremonies and bonuses

About the Company

BHG Financial is a leader in the financial services space, providing innovative financial solutions to accomplished professionals, small businesses, and institutions through a hassle-free process and personalized concierge service.