Sr. Salesforce Administrator

PracticeTekSan Diego, CA

Apply with Sonara

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.¹

Reclaim your time by letting our AI handle the grunt work of job searching.

We continuously scan millions of openings to find your top matches.

Overview

Schedule

Full-time

Career level

Senior-level

Remote

On-site

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Job Description

About PracticeTek

PracticeTek is the leading provider of retail healthcare technology solutions, delivering comprehensive EHR and practice management software across chiropractic, optometry, PT/OT/speech therapy, and dental specialties. Backed by K1 Investment Management and Waud Capital Partners, our flagship product ChiroTouch serves 12,500+ practices and 35,000+ providers. We recently launched Rheo, the first AI assistant purpose-built for chiropractors, and are rapidly expanding our AI and automation capabilities across all brands.

The Opportunity

We are looking for a sales-focused Salesforce Administrator to own and optimize our Salesforce environment for the revenue organization. This is a high-impact role at a pivotal moment: PracticeTek recently completed a multi-brand Salesforce consolidation, and we need someone who can clean up legacy artifacts, streamline the sales experience, and lead our adoption of Salesforce Agentforce to bring AI-powered automation into our sales workflows.

What You'll Do

Sales Process Optimization & User Experience

Own the end-to-end Salesforce experience for the sales organization (AEs, SDRs, Sales Managers) across ChiroTouch, RevolutionEHR, ClinicSource, Doctible, and other verticalsSimplify page layouts, record types, and navigation to reduce clicks and make it easier for reps to move through the sales process

Clean up legacy fields, stages, and process artifacts from the recent multi-brand Salesforce consolidationBuild and maintain dynamic forms, guided actions, and Lightning app customizations that surface the right information at the right stage

Partner with sales leadership to translate process changes into Salesforce configuration

Agentforce Implementation & AI Automation

Lead the evaluation, design, and rollout of Salesforce Agentforce to automate repetitive sales tasks (lead routing, follow-up reminders, data enrichment, next-best-action prompts)

Build and configure Agentforce agents, topics, and actions that align with PracticeTek’s sales motion and short deal cyclesIdentify high-impact automation opportunities across the funnel: lead qualification, demo scheduling, quote generation, and proposal follow-up

Integrate Agentforce with existing automation (Flows, Outreach sequences) to avoid duplication and ensure a cohesive experienceMeasure and report on Agentforce adoption, time savings, and impact on pipeline velocity

Flow & Automation Management

Manage and optimize a large library of active Flows - audit for redundancy, consolidate where possible, and ensure performance at scaleMaintain and troubleshoot Apex triggers and coordinate with developers on code-level changes across a substantial codebase

Own validation rule governance - balance data quality enforcement with sales usabilityMigrate remaining Workflow Rules and Process Builders to Flow where appropriate

Document all automation in a centralized inventory with business purpose, objects affected, and owner

Data Quality & Reporting

Drive data hygiene initiatives to clean up legacy records from the multi-brand migration (inconsistent stages, orphaned records, duplicate accounts)

Ensure custom object data flows correctly from lead creation through opportunity closePartner with SalesOps on funnel metrics and conversion rates by brand

Security, Permissions & User Management

Rationalize and consolidate a large number of permission sets and profiles using permission set groupsHandle user provisioning, role hierarchy changes, and territory assignments across vertical-based sales teams

Ensure field-level security and sharing rules align with multi-brand data access requirementsManage sandbox environments for testing and deployment

Requirements

What You Bring

Required

4+ years of hands-on Salesforce Administration experience in a sales-focused environment (B2B SaaS preferred)Salesforce Administrator certification (ADM 201) required; Advanced Administrator (ADM 211) strongly preferred

Deep expertise in Flow Builder - you’ve built and managed complex record-triggered, screen, and autolaunched flows at scaleStrong understanding of Apex triggers and classes - you can read, troubleshoot, and collaborate with developers on code-level changes (you don’t need to write Apex from scratch, but you need to understand it)

Experience managing a large, enterprise-scale Salesforce org with a high volume of users and extensive customizationProven ability to simplify complex processes - you obsess over reducing clicks and making the system intuitive for sales reps

Experience with custom quote/proposal workflowsStrong communication skills - you can translate between sales leadership requests and technical implementation

Preferred

Experience with or strong interest in Salesforce Agentforce, Einstein AI, or Copilot featuresPlatform Developer I certification or equivalent Apex/LWC knowledge

Experience with Zuora billing integration, DocuSign other B2B SAAS ToolsExperience with Outreach or similar sales engagement platforms and their Salesforce sync

Background in healthcare SaaS, practice management, or EHR softwareExperience with multi-brand or multi-BU Salesforce consolidation/migration projectsFamiliarity with DLRS, Salesforce DevOps tools, and change set / metadata deployment best practices

Benefits

Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k, IRA)
Life Insurance (Basic, Voluntary & AD&D)
Paid Time Off (Vacation, Sick & Public Holidays)
Family Leave (Maternity, Paternity)
Short Term & Long Term Disability
Training & Development
Free Food & Snacks
Wellness Resources

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.

Apply with Sonara Apply manually

FAQs About Sr. Salesforce Administrator Jobs at PracticeTek

What is the work location for this position at PracticeTek?

This job at PracticeTek is located in San Diego, CA, 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 PracticeTek?

Employer has not shared pay details for this role.

What employment applies to this position at PracticeTek?

PracticeTek lists this role as a Full-time position.

What experience level is required for this role at PracticeTek?

PracticeTek is looking for a candidate with "Senior-level" experience level.

What benefits are offered by PracticeTek for this role?

PracticeTek offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Life Insurance, Family/Dependent Health, Paid Vacation, Career Development, 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 PracticeTek?

You can apply for this role at PracticeTek 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.