Manager, Salesforce Operations
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Overview
Schedule
Full-time
Career level
Director
Remote
Hybrid remote
Compensation
$120,000-$160,000/year
Benefits
Health Insurance
Disability Insurance
Life Insurance
Job Description
About Navia Benefit Solutions:We’re a people first benefit administrator that relies on a fast-growing team of creative thinkers, problem-solvers, and go-getters to bring our participant and client experience to the next level. Our mission? To create better lives and provide a simple and amazing benefits experience. If you love providing excellent service, innovating the way benefits are administered, and being part of an inclusive workplace community, you’ll fit right in.About the Role:Navia Benefit Solutions is seeking a Manager, Salesforce Operations to own, build, configure, and evolve our Salesforce.com platform. Salesforce is the operational backbone of the organization—powering Service (case management, participant support), Sales (pipeline, quoting, renewals), Product Support (escalation workflows, knowledge), and Marketing (campaigns, lead management). This role sits within Service Operations, reports to the COO, and is accountable for the platform’s roadmap, hands-on configuration and customization, data integrity, cross-functional alignment, and vendor management. A Data Architect reports directly into this position.This is a hands-on builder role, not a delegator. The ideal candidate is a Salesforce expert who can personally architect solutions, build complex Flows, configure multi-cloud environments, write Apex when needed, and deliver working platform capabilities—while also managing stakeholder priorities, a direct report, and the vendor relationship. You are the person who opens Setup every day.What You’ll Do:Hands-On Platform Configuration & Development
- Personally design, build, and maintain Salesforce solutions: Flows, process automations, custom objects, page layouts, record types, validation rules, permission sets, and Lightning pages across Service Cloud, Sales Cloud, and Marketing Cloud.
- Write and review Apex triggers, classes, and Lightning Web Components (LWC) when declarative tools are insufficient; know when code is the right answer and when it isn’t.
- Build and optimize reports, dashboards, and list views that give each business unit self-service visibility into their operational data.
- Configure and maintain integrations with Navia’s core systems via Boomi, REST/SOAP APIs, and platform events; troubleshoot integration failures hands-on.
- Manage the full release lifecycle: sandbox configuration, change sets or CI/CD tooling (Gearset, Copado), UAT coordination, and production deployment.
- Own the Salesforce platform roadmap across Service, Sales, Product Support, and Marketing—aligning platform investments to business outcomes (e.g., case resolution time, pipeline velocity, renewal rate, campaign ROI).
- Define quarterly OKRs for platform health, adoption, and capability delivery; present progress to COO and functional leadership.
- Evaluate Salesforce ecosystem tools (AppExchange, ISV partners, managed packages) and new capabilities (e.g., Einstein AI, Agentforce, Data Cloud) against build vs. buy criteria.
- Maintain a living technical debt register and drive structured paydown alongside feature delivery.
- Serve as the single point of accountability for Salesforce across four business domains—Service, Sales, Product Support, and Marketing—each with distinct workflows, data models, and success metrics.
- Run intake, scoping, and prioritization with functional stakeholders; translate business requests into configured solutions, not just tickets—prototype in a sandbox, demo to stakeholders, iterate, deploy.
- Manage competing demand across business units using transparent prioritization frameworks (e.g., WSJF, RICE, value vs. effort).
- Partner with IT and Engineering on environment strategy (sandbox governance), org-wide architectural standards, and deployment cadence.
- Direct the Data Architect in designing and maintaining scalable data models, integration patterns, and data quality standards across the Salesforce org.
- Own data governance policies: field-level security, record-type strategy, duplicate management, and archival/purge schedules.
- Ensure compliance with HIPAA and healthcare-industry data handling requirements as they apply to participant and employer data stored in Salesforce.
- Drive integration architecture decisions for connections to Navia’s core benefit administration systems, payment platforms, and reporting tools (e.g., PowerBI, Boomi, middleware).
- Own the full Salesforce license inventory: actively manage user license assignments, deactivations, and role-based license type allocation (e.g., full CRM vs. Platform vs. Identity vs. Community/Experience Cloud licenses) to minimize waste.
- Conduct regular license audits—identify inactive users, underutilized licenses, and permission set license sprawl; reclaim and reallocate as needed.
- Track and forecast Salesforce spend across editions, add-on SKUs (e.g., Marketing Cloud, Data Cloud, Shield), API call volumes, and storage consumption; present cost trends and optimization opportunities to COO.
- Own the Salesforce commercial relationship: contract renewals, edition/SKU strategy, and Salesforce Account Executive engagement—negotiate with data, not gut.
- Manage third-party ISV and AppExchange vendor relationships, renewals, per-seat costs, and performance; sunset tools that aren’t earning their keep.
- Maintain a living license and cost model that connects user counts, license types, and feature usage to annual platform TCO.
- Define and track platform adoption metrics by business unit; identify and resolve friction points.
- Partner with training and enablement teams to deliver role-specific onboarding and ongoing Salesforce training.
- Lead change management for major platform releases, ensuring stakeholder communication, UAT coordination, and rollback planning.
- Establish and monitor platform SLAs: system uptime, integration reliability, data quality scores, and case/issue resolution times for platform support tickets.
- Own incident response for Salesforce outages or degraded performance; coordinate with Salesforce Premier Support and internal teams.
- Maintain platform documentation: architecture diagrams, process flows, configuration standards, and runbooks.
- 5+ years of hands-on Salesforce.com configuration and administration, with expert-level proficiency across the declarative toolset (Flows, Process Builder, validation rules, custom objects, page layouts, permission sets, sharing rules).
- Demonstrated ability to build and ship Salesforce solutions end-to-end—from requirements through sandbox build, UAT, and production deployment—across Service Cloud, Sales Cloud, and Marketing Cloud (or Pardot/MCAE).
- Working proficiency in Apex (triggers, classes, test classes) and Lightning Web Components; able to write, review, and debug custom code.
- Deep knowledge of Salesforce data model design: object relationships, record types, formula fields, roll-up summaries, and cross-object reporting.
- Hands-on experience with Salesforce release management, sandbox strategy, and deployment tools (Gearset, Copado, or change sets).
- Experience managing cross-functional stakeholder relationships at the director+ level while personally delivering platform work.
- Familiarity with integration middleware (MuleSoft, Boomi, or equivalent) and hands-on experience configuring API-based integrations.
- Working knowledge of HIPAA compliance requirements and healthcare data handling.
- Salesforce certifications required or strongly preferred: Administrator, Advanced Administrator, Platform App Builder. Platform Developer I is a plus.
- Experience in the benefits administration, TPA, or healthcare services industry.
- Background in Agile/Scrum delivery with experience managing a prioritized backlog while personally executing configuration work.
- Experience with Salesforce Einstein, Agentforce, or Data Cloud capabilities.
- Hands-on experience building Salesforce-to-external-system integrations (REST, SOAP, platform events, change data capture).
- Experience with PowerBI or Tableau for Salesforce reporting and analytics.
- Builder Mentality – Defaults to doing, not delegating; can go from whiteboard to working solution in a sandbox in the same afternoon.
- Platform Thinking – Treats Salesforce as a product, not a project; optimizes for long-term scalability and clean architecture over short-term feature hacks.
- Stakeholder Navigation – Builds trust across Service, Sales, Marketing, and Product Support leaders while making tough prioritization trade-offs transparently.
- Technical Depth – Earns credibility by being the most knowledgeable Salesforce person in the room; can troubleshoot a broken Flow, review Apex code, and explain governor limits to a business stakeholder.
- Ownership & Accountability – Runs toward problems; owns outcomes, not just activities.
- Impact: Play a pivotal role in supporting employers and employees nationwide.
- Growth: Advance your skills with a team committed to excellence and innovation.
- Culture: Join a company that values collaboration, innovation, and customer-first solutions.
- Competitive Salary Range: $120K-$160K
- Generous health benefits
- Company sponsored wellness benefits
- Complimentary Life Insurance and Long-Term Disability Insurance
- Paid time off
- 6 Paid Holidays & 2 Paid Floating Holidays
- Work from home and hybrid schedules available!
Please visit our career page and apply directly: www.naviabenefits.com/workatnavia
Not all positions allow for remote work, but those that do will only be available in the following states: AZ, CO, FL, GA, IL, IN, KS, MI, MN, MO, MT, NC, ND, NE, NJ, NV, NY, OH, PA, SD, TN, TX, UT.
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FAQs About Manager, Salesforce Operations Jobs at Navia Benefit Solutions
What is the work location for this position at Navia Benefit Solutions?
This job at Navia Benefit Solutions is located in Moraine, OH, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Navia Benefit Solutions?
Candidates can expect a pay range of $120,000 and $160,000 per year.
What employment applies to this position at Navia Benefit Solutions?
Navia Benefit Solutions lists this role as a Full-time position.
What experience level is required for this role at Navia Benefit Solutions?
Navia Benefit Solutions is looking for a candidate with "Director" experience level.
What benefits are offered by Navia Benefit Solutions for this role?
Navia Benefit Solutions offers following benefits: Health Insurance, Disability Insurance, Life Insurance, Paid Holidays, Paid Vacation, and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Navia Benefit Solutions?
You can apply for this role at Navia Benefit Solutions either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.