Salesforce Administrator
Greenwood Industries, Milford, MA, United States
SALESFORCE CRM & FIELD SERVICE ADMINISTRATOR - On-Site, Full-Time
Role Overview
The Salesforce CRM & Field Service Administrator is responsible for administering, optimizing, and continuously improving Greenwood Industries’ Salesforce platform across Sales Cloud, Service Cloud, and Salesforce Field Service (FSL). This role ensures the CRM operates as the central system of record for the organization, supporting sales, service operations, field teams, and executive reporting.
The Administrator will manage system configuration, user access, data governance, and platform enhancements while working closely with sales leadership, service operations, field teams, and executive stakeholders to align Salesforce capabilities with business objectives.
As Greenwood Industries continues to grow through acquisitions and national expansion, this role will play a critical part in ensuring newly integrated branches adopt standardized CRM processes, workflows, and reporting structures. The Salesforce Administrator will support scalable system architecture, user adoption, and operational visibility across all divisions.
Key Responsibilities
Administer and maintain Salesforce including user setup, profiles, roles, permission sets, and security controls
Configure and manage custom objects, fields, page layouts, record types, validation rules, and automation using Flow Builder
Maintain system reliability, performance, and configuration standards
Support ongoing system improvements and ensure alignment with Salesforce best practices
Manage sandbox environments and support controlled testing and release management
Administer and maintain Salesforce Sales Cloud to support opportunity management, pipeline tracking, and forecasting
Ensure CRM workflows align with established sales processes and reporting standards
Support sales leadership with dashboards, forecasting visibility, and pipeline analytics
Maintain data integrity across accounts, opportunities, contacts, and sales activities
Support sales team adoption of CRM processes including opportunity tracking, account management, and forecasting discipline
Service Cloud & Service Operations Support
Administer Service Cloud functionality including case management, assignment rules, escalation processes, and service workflows
Support service teams with ticket management, customer support processes, and service reporting
Ensure service workflows align with operational procedures and service delivery standards
Maintain visibility into service activity, issue resolution, and service performance metrics
Salesforce Field Service (FSL) Administration
Administer Salesforce Field Service to support field operations and service delivery
Configure and maintain Work Orders, Service Appointments, Service Resources, Skills, Scheduling Policies, and Dispatcher Console
Collaborate with service leadership, dispatch teams, and field operations to improve scheduling efficiency and technician routing
Support mobile field service workflows to ensure field teams can operate effectively from the Salesforce mobile platform
Optimize dispatch and scheduling configurations to improve technician utilization and response times
Reporting, Dashboards & Performance Visibility
Develop and maintain dashboards and reports supporting KPIs across sales, service, and field operations
Provide executive-level reporting visibility for pipeline performance, service activity, inspection activity, and operational outcomes
Support leadership teams with data analysis and reporting that informs operational and strategic decision-making
Maintain standardized reporting structures across regions and branches
Data Governance & System Integrity
Ensure data quality through routine audits, validation rules, and data governance best practices
Implement deduplication processes and maintain clean data across accounts, contacts, opportunities, and service records
Monitor system usage and data entry standards to ensure accurate reporting and forecasting
Establish standards for CRM documentation and workflow compliance across all teams
System Integrations & Technology Coordination
Evaluate, configure, and maintain integrations between Salesforce and third-party platforms
Support integrations with accounting systems, field service tools, inspection software, and other operational platforms
Collaborate with internal IT teams and external vendors on system architecture and integration strategy
Maintain AppExchange applications and ensure compatibility with system upgrades
User Training & Adoption
Provide end-user support across the organization for Salesforce functionality and troubleshooting
Develop documentation, training materials, and onboarding resources for new CRM users
Conduct training sessions for sales teams, service teams, and administrative staff
Promote consistent system adoption and ensure users understand established processes and workflows
Evaluate Salesforce releases, new features, and platform updates to identify improvement opportunities
Recommend enhancements that improve efficiency, visibility, and operational performance
Partner with leadership to align CRM capabilities with evolving business processes and company growth initiatives
Support system scalability as Greenwood Industries expands into new regions and integrates newly acquired companies
Qualifications
3+ years of Salesforce administration experience
Hands-on experience with Salesforce Sales Cloud, Service Cloud, and Salesforce Field Service (FSL)
Strong understanding of Salesforce security models, automation tools, and reporting capabilities
Experience supporting mobile field service operations and dispatch workflows
Strong analytical and problem-solving skills
Experience translating business requirements into technical CRM solutions
Excellent communication and stakeholder management abilities
Detail-oriented with strong organizational and documentation skills
Ability to manage multiple priorities in a fast-paced, growth-oriented environment
Preferred Qualifications
Salesforce Certified Advanced Administrator or Salesforce Field Service Consultant certification
Experience managing system integrations, middleware, or API-based connections
Experience supporting field service-driven industries such as construction, building services, utilities, or manufacturing
Experience implementing CRM platforms during company growth or system migrations
Experience developing training materials and leading system adoption initiatives
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The Administrator will manage system configuration, user access, data governance, and platform enhancements while working closely with sales leadership, service operations, field teams, and executive stakeholders to align Salesforce capabilities with business objectives.
As Greenwood Industries continues to grow through acquisitions and national expansion, this role will play a critical part in ensuring newly integrated branches adopt standardized CRM processes, workflows, and reporting structures. The Salesforce Administrator will support scalable system architecture, user adoption, and operational visibility across all divisions.
Key Responsibilities
Administer and maintain Salesforce including user setup, profiles, roles, permission sets, and security controls
Configure and manage custom objects, fields, page layouts, record types, validation rules, and automation using Flow Builder
Maintain system reliability, performance, and configuration standards
Support ongoing system improvements and ensure alignment with Salesforce best practices
Manage sandbox environments and support controlled testing and release management
Administer and maintain Salesforce Sales Cloud to support opportunity management, pipeline tracking, and forecasting
Ensure CRM workflows align with established sales processes and reporting standards
Support sales leadership with dashboards, forecasting visibility, and pipeline analytics
Maintain data integrity across accounts, opportunities, contacts, and sales activities
Support sales team adoption of CRM processes including opportunity tracking, account management, and forecasting discipline
Service Cloud & Service Operations Support
Administer Service Cloud functionality including case management, assignment rules, escalation processes, and service workflows
Support service teams with ticket management, customer support processes, and service reporting
Ensure service workflows align with operational procedures and service delivery standards
Maintain visibility into service activity, issue resolution, and service performance metrics
Salesforce Field Service (FSL) Administration
Administer Salesforce Field Service to support field operations and service delivery
Configure and maintain Work Orders, Service Appointments, Service Resources, Skills, Scheduling Policies, and Dispatcher Console
Collaborate with service leadership, dispatch teams, and field operations to improve scheduling efficiency and technician routing
Support mobile field service workflows to ensure field teams can operate effectively from the Salesforce mobile platform
Optimize dispatch and scheduling configurations to improve technician utilization and response times
Reporting, Dashboards & Performance Visibility
Develop and maintain dashboards and reports supporting KPIs across sales, service, and field operations
Provide executive-level reporting visibility for pipeline performance, service activity, inspection activity, and operational outcomes
Support leadership teams with data analysis and reporting that informs operational and strategic decision-making
Maintain standardized reporting structures across regions and branches
Data Governance & System Integrity
Ensure data quality through routine audits, validation rules, and data governance best practices
Implement deduplication processes and maintain clean data across accounts, contacts, opportunities, and service records
Monitor system usage and data entry standards to ensure accurate reporting and forecasting
Establish standards for CRM documentation and workflow compliance across all teams
System Integrations & Technology Coordination
Evaluate, configure, and maintain integrations between Salesforce and third-party platforms
Support integrations with accounting systems, field service tools, inspection software, and other operational platforms
Collaborate with internal IT teams and external vendors on system architecture and integration strategy
Maintain AppExchange applications and ensure compatibility with system upgrades
User Training & Adoption
Provide end-user support across the organization for Salesforce functionality and troubleshooting
Develop documentation, training materials, and onboarding resources for new CRM users
Conduct training sessions for sales teams, service teams, and administrative staff
Promote consistent system adoption and ensure users understand established processes and workflows
Evaluate Salesforce releases, new features, and platform updates to identify improvement opportunities
Recommend enhancements that improve efficiency, visibility, and operational performance
Partner with leadership to align CRM capabilities with evolving business processes and company growth initiatives
Support system scalability as Greenwood Industries expands into new regions and integrates newly acquired companies
Qualifications
3+ years of Salesforce administration experience
Hands-on experience with Salesforce Sales Cloud, Service Cloud, and Salesforce Field Service (FSL)
Strong understanding of Salesforce security models, automation tools, and reporting capabilities
Experience supporting mobile field service operations and dispatch workflows
Strong analytical and problem-solving skills
Experience translating business requirements into technical CRM solutions
Excellent communication and stakeholder management abilities
Detail-oriented with strong organizational and documentation skills
Ability to manage multiple priorities in a fast-paced, growth-oriented environment
Preferred Qualifications
Salesforce Certified Advanced Administrator or Salesforce Field Service Consultant certification
Experience managing system integrations, middleware, or API-based connections
Experience supporting field service-driven industries such as construction, building services, utilities, or manufacturing
Experience implementing CRM platforms during company growth or system migrations
Experience developing training materials and leading system adoption initiatives
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