Company Overview: Comprehensive practice management solutions for the elective medical industry are essential for improving efficiency, and the client-centric culture of the PatientNow team is well-poised to continue delivering solutions that allow our customers to spend more time where they want to, with their patients. With our expanding line of products, we demonstrate our commitment to delivering purpose-built technology to medical aesthetics and wellness service providers in our ever evolving market. PatientNow continues to see Med Spa business growth, in addition to expansion in the areas of nutrition, weight loss and hormone replacement. PatientNow’s goal is to be the elective medical industry’s most trusted and intuitive practice management solution— fueled by innovation, integration, and strategic partnerships, delivered by a team with unrivaled grit.
Vision: Empowering practices and businesses to improve health and wellness worldwide by helping their clients look and feel their best.
Mission: PatientNow is elevating businesses focused on beauty, wellness and medical aesthetics with innovative, all-in-one software and consulting service solutions. People who partner with us stand out in the industry with strong market differentiation, while streamlining operations for long term success and sustainable growth.
Values:
- Show up – being present and supportive: for each other through collaboration and respect, for our customers with exceptional service, and for the business with dedication to excellence and growth.
- Own the outcome – By understanding the objective, exceeding expectations with pride, confirming resolution, communicating early and often, and continuously learning and improving
- Be Authentic - By sharing thoughts and opinions, keeping promises, showing your true self, and engaging with respect
Position Summary: The Salesforce Administrator oversees the daily operation and maintenance of the Salesforce environment, managing user accounts, permissions, and ensuring data integrity. They customize Salesforce to meet business needs, develop reports and dashboards, and handle third-party integrations. Additionally, they work with stakeholders to optimize business processes, implement new Salesforce features, and provide user training and support. The role also involves ensuring compliance with security policies, managing release processes, and maintaining comprehensive documentation of Salesforce-related activities.
Essential Duties and Responsibilities: To perform this job successfully, an individual must be able to perform the following satisfactorily; other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Salesforce Management:
- Oversee the day-to-day operation, maintenance, and support of our Salesforce environment
- Manage all aspects of user and license management, including new user setup/deactivation, roles, profiles, permissions, public groups, OWD, and sharing rules
- Ensure data integrity through regular data maintenance, including de-duplication, data enrichment, and validation rules
Configuration & Customization:
- Configure and customize Salesforce objects, workflows, process builder, approval processes, validation rules, custom apps, and other declarative tools to meet business needs
- Develop and maintain custom reports, dashboards, and Einstein Analytics to provide actionable insights
- Implement and manage third-party integrations and connected apps
Process Optimization:
- Work closely with stakeholders to understand their business needs and translate them into Salesforce requirements.
- Identify and recommend Salesforce-based solutions to improve business processes and operational efficiency.
- Drive the implementation of new Salesforce features and functions (e.g., Lightning, CPQ, Communities) and provide ongoing enhancements.
Training & Support:
- Provide guidance and training to Salesforce users to improve their ability to use Salesforce effectively.
- Develop and maintain training materials and documentation for end-users.
- Act as the primary point of contact for Salesforce-related inquiries, troubleshooting issues, and providing technical support.
Governance & Compliance:
- Ensure compliance with security policies and best practices, including regular audits of system security and data access.
- Manage the Salesforce release process, including testing and deployment of new features.
- Maintain documentation of all Salesforce-related processes, customizations, and integrations.
Competencies: To perform the job successfully, an individual should demonstrate the following.
Adaptability - Demonstrates persistence and overcomes obstacles. Measures self against standard of excellence. Recognizes and acts on opportunities. Sets and achieves challenging goals.
Business Ethics – Inspires the trust of others. Keeps commitments. Treats people with respect. Upholds organizational values. Works with integrity and ethics.
Communications - Exhibits good listening and comprehension. Clearly expresses ideas and thoughts in written as well as verbal form. Selects and uses appropriate communication methods.
Continuous Learning - Assesses own strengths and weaknesses. Continuously pursues training and development opportunities. Seeks feedback to improve performance. Shares expertise with others.
Problem Solving - Develops creative solutions. Gathers and analyzes information skillfully. Identifies and resolves problems in a timely manner. Works well in group problem solving situations.
Teamwork - Balances team and individual responsibilities. Contributes to building a positive team spirit. Exhibits objectivity and openness to others' views. Gives and welcomes feedback.
Education/Experience:
- Bachelor’s degree in Computer Science, Information Technology, Business, or a related field.
- 4+ years of experience as a Salesforce Administrator in a mid to large-scale organization, preferably in a SaaS environment.
- Salesforce Administrator Certification (Advanced Administrator or other relevant certifications are a plus).
Technical Skills:
- Proficient in Salesforce Lightning, Sales Cloud, Service Cloud, and related Salesforce technologies.
- Strong understanding of Salesforce best practices and functionality.
- Experience with Salesforce data tools (Data Loader, Excel Connector, etc.).
- Knowledge of Apex, Visualforce, and Lightning Web Components is a plus.
- Familiarity with integration tools like MuleSoft, Dell Boomi, Conga, or other middleware platforms.
Soft Skills:
- Excellent problem-solving skills and the ability to think critically and analytically.
- Strong communication skills with the ability to translate complex technical concepts into easy-to-understand terms for non-technical stakeholders.
- Proven ability to manage multiple projects, prioritize tasks, and meet deadlines.
- A proactive approach to learning new technologies and staying current with industry trends.
Supervisory Responsibilities: This position does not have supervisory responsibilities.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit at a desk and work on a computer for prolonged periods. The above job description is not intended to be an all-inclusive list of duties and standard