Salesforce Platform Manager (Remote)

X marks the spot!

Experity Earns 2022 Great Place to Work Certification™

Employees confirm positive workplace fostered by Experity, with over 90% of respondents saying they are proud to tell others that they work at the company

We are the national leader in on-demand care solutions, and we take great pride to announce that Experity is now Certified™ by Great Place to Work® - the global authority on workplace culture, employee experience, and the leadership behaviors proven to deliver leading revenue, employee retention and increased innovation.

Experity is a fast-paced, high-growth company that considers its people to be its greatest strength, as they are the engine that powers the company's driving mission to improve urgent care and the patient experience. Experity works diligently to continue meeting the wants and needs of employees and fostering a positive, balanced workplace culture.

You can read more about it here:

https://www.experityhealth.com/news/experity-earns-2022-great-place-to-work-certification/

Who we are...what we do:

Experity is a software company that provides software and support for urgent care facilities across the country. We create, maintain and support products to facilitate the complete on-demand healthcare experience: from making appointments, to checking in, to clinical documentation, and to the final bill paid by the patient. Currently, we are in 50% of urgent cares across the US and are hoping to see continued client growth as our company grows

Experity's technology serves 5,700-plus clinics today across the US!

Benefits - We love all our X-tras! What's in it for you?

• Flexibility - Experity is committed to helping team members face the demands of juggling work, family and life-related issues by offering flexible work scheduling.
• Career Development - Our Training Manager has created a learning program foundation for the company that will allow Team Members to explore their potential and achieve their career goals.
• Investing in You - We invest in our team members so they can reach their financial independence - Smart Dollar is a Step-By-Step Plan that helps our team members Eliminate Debt, Save For Emergencies, and Retire With Confidence
• Team Building - We bring our Team Members together when we can to strengthen the team, build relationships and have fun! We even have a family company picnic and a holiday party
• Benefits - And of course all of our wonderful benefits:
• Medical, dental and vision
• 401K (with company matching)
• Quarterly bonuses
• Experity Synthetic Equity Program
• Paid time off and so much more!

Remote workforce:

This position is fully remote. Of course, if you live near one of our offices (Machesney Park, IL / Sioux Falls, SD / Atlanta GA), we would love to see you!

Job Summary:

The Salesforce Platform Manager owns the architecture and design of Experity's Salesforce.com ecosystem, overseeing and collaborating with our talented team of Certified Administrators. As a part of the Revenue Operations team, this role works cross-functionally across our broad base of users-including Marketing, Sales, Finance, Client Success, IT, Legal, and Product-to gather requirements, prioritize roadmap requests, manage integrations, set expectations, and ultimately deliver thoughtful technical solutions to our user base.

The Salesforce Platform Manager will be charged with the scalability and efficiency of our CRM ecosystem. The role will also play an important part in maturing our QA testing, change management, and documentation processes, providing broad visibility across our teams to prioritization of requests. The ideal candidate operates both strategically and tactically, enjoys designing durable and streamlined systems, and thrives in a fast-moving environment that relies on Salesforce.com as the heartbeat of the organization.

Responsibilities:

• Manage our Salesforce.com administration team and roadmap, focusing on successful integration across teams and business units; take guidance from technical resources on timelines, user experience, and feasibility when prioritizing design and roadmap
• Design solutions within Salesforce.com to meet business needs of internal customers, with a focus on scalability and process efficiencies
• Implement and manage a formal QA and change management process, including testing, deployment, and communication of changes and updates
• Drive consensus among end users to design fluid processes across departments, mediating workshops and gathering requirements as necessary
• Manage integrations and roadmap for our CRM ecosystem, including Salesforce.com, Salesforce CPQ, Adobe Echosign, Intacct, Remedyforce, IVR, Aha!, and other connecting tools and databases; partner with internal teams as new technology is evaluated to determine fit & lift for implementation
• Introduce true data governance with Salesforce and own data integrity, iterating on new processes, integrations, and workflows to encourage data collection and cleanse existing data; partner with Sales, Customer Success, and Marketing to guide efforts in database cleansing, data enrichment, and CRM efficiency
• Manage progress of database integration efforts that result from M&A and/or technology onboarding efforts, providing visibility into roadmap and prioritization of requests as needed
• Source and manage committee of Salesforce power users across Experity teams, creating a sounding board for feature enhancements and driving adoption across the business
• Partner with Sales and Marketing Operations to ensure proper database connections and flow of data between sales and marketing technologies
• Develop innovative processes and shortcuts within our tools to encourage adoption, reduce redundant steps, validate & ensure proper flow of data, and streamline handoffs between teams
• Reduce friction and roadblocks in Salesforce for end users; ensure validated requirements are designed into clear and easy to use systems, processes, and workflows
• Provide hands-on Salesforce administrative support to our Admin team as required
• Other duties as assigned

Education and Experience:

• Bachelor's Degree or equivalent combination of education and experience
• 5+ years' experience in Salesforce solutions design, Salesforce Administration, Salesforce consulting, or similar role
• 5+ years of proven user experience with Salesforce.com
• Salesforce CRM Admin certified
• Knowledge of Salesforce.com testing and deployment best practices
• Experience designing and developing Salesforce solutions at scale
• Experience coaching and managing technical and administrative talent

Preferred:

• Experience scaling and integrating CRM databases at high-growth SaaS companies
• Experience with Intacct or similar Salesforce/invoicing integrations

Manager Competencies:

• Contributes to the creation of the departmental strategy in alignment with the organization's goals and objectives
• Oversees the day-to-day operations of the department
• Manages the overall operational, budgetary and financial responsibilities of the department
• Plans, evaluates and improves the efficiency of business processes and procedures to enhance overall effectiveness
• Provides oversight and direction to employees, providing frequent and timely feedback
• Coach, mentor and develop staff, including providing development planning and opportunities
• Manage performance deficiencies in a timely and clear manner, taking disciplinary action when necessary
• Review performance data to monitor and measure department productivity, goals achievement and overall effectiveness
• Responsible for anticipating and planning appropriate staffing levels
• Consciously creates a workplace culture that is consistent with the organization's core values

Every team member exhibits our core values:

• Team First
• Lift Others Up
• Share Openly
• Set and Crush Goals
• Delight the Client

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)