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We are seeking a Salesforce BA/Admin – Sales Cloud & Agentforce to serve as a critical bridge between business stakeholders and the Salesforce platform, combining business analysis with hands-on configuration and administration. This is a dual-function, hands-on role focused on translating business requirements into scalable Salesforce solutions within Sales Cloud, while owning platform configuration, reporting, automation, and AI feature enablement. You will partner closely with Sales Operations, Sales Leadership, and Operations teams to drive visibility, efficiency, and data-driven decision-making across the organization.
Job Responsibility:
Business Analysis: Partner directly with sales ops, sales leadership, and operations to elicit, document, and prioritize Salesforce requirements
Translate business processes and questions into clearly defined Salesforce configurations, flows, and data models
Facilitate requirements workshops and document user stories, acceptance criteria, and process flows
Serve as the ongoing bridge between business stakeholders and technical delivery — reducing the need for IT hand-holding
Identify process gaps and proactively recommend Salesforce-native solutions to improve pipeline visibility, activity tracking, and forecasting
Salesforce Administration & Configuration: Own day-to-day Salesforce administration — user management, profiles, roles, permission sets, and security model
Configure and maintain Sales Cloud objects, fields, page layouts, record types, and validation rules
Build and maintain automation using Flow Builder, process builder, and approval processes
Manage sandbox environments, change sets, and deployment processes across dev, staging, and production
Evaluate and manage AppExchange packages and managed package installations
Support the Salesforce–ClientSpace integration currently in development (API-based trigger logic)
Reporting & Analytics: Build and maintain reports and dashboards for sales leadership covering pipeline, activity, conversion, and forecasting
Design cross-object reports, summary formula fields, and custom report types to answer complex business questions
Enable sales leadership and RevOps to self-serve data without heavy IT involvement
Familiarity with CRM Analytics (Einstein Analytics / Tableau CRM) a strong plus
Agentforce & AI Enablement: Configure and deploy Agentforce AI agents within Sales Cloud — building agent actions, prompt templates, and grounding data
Enable and tune Einstein features including Lead Scoring, Opportunity Insights, and Activity Capture
Stay current on Salesforce AI roadmap and proactively recommend AI capabilities that align with Questco's RevOps goals
Platform Governance & Collaboration: Collaborate with the operations and sales functions and the broader technology organization
Flag customizations that exceed declarative limits and coordinate handoffs to developers when needed
Maintain platform documentation including data dictionary, process maps, and release notes
Participate in release planning, sprint reviews, and stakeholder demos