PatientNow
Practice with Purpose
Connect with This Employer:About the Company
PatientNow delivers comprehensive practice management solutions purpose-built for the elective medical industry. Trusted by thousands of providers in medical aesthetics, med spas, weight loss, hormone therapy, and wellness services, PatientNow helps practitioners streamline operations, reduce costs, and enhance client satisfaction. With an expanding portfolio of integrated technologies, the company remains committed to empowering providers through innovation, automation, and expert support.
About the Role
This Salesforce Administrator role combines high-level strategic planning with hands-on platform management. The ideal candidate will design, implement, and maintain scalable solutions across Sales Cloud and Service Cloud while supporting teams company-wide. The position requires technical expertise, business acumen, and a forward-thinking mindset with a strong focus on automation, AI, and user experience.
Key Responsibilities
Salesforce Strategy & Architecture
- Translate business goals into scalable Salesforce solutions
- Act as a solution architect across cross-functional projects
- Evaluate and implement AI-driven tools and platform enhancements
Platform Management
- Administer user roles, licenses, profiles, and permissions
- Perform routine data audits, de-duplication, and security compliance
- Maintain a healthy Salesforce environment aligned with governance policies
Configuration & Customization
- Build automation using Flows, Process Builder, validation rules, and approval processes
- Design dashboards and reports with Salesforce CRM Analytics (Einstein)
- Integrate third-party apps via tools like MuleSoft, Conga, or Boomi
Process Optimization & AI Enablement
- Identify workflow inefficiencies and automate business processes
- Explore AI capabilities like Einstein, predictive analytics, and GPT-powered tools
- Promote a data-first, automation-forward culture across teams
User Training & Support
- Serve as a platform expert for internal users
- Lead onboarding and training sessions
- Document system changes, best practices, and training materials
Governance & Compliance
- Manage change control and release processes
- Ensure compliance with company standards and regulatory requirements
- Maintain up-to-date technical and process documentation
Required Qualifications
- Bachelor’s degree in Computer Science, IT, Business, or related field
- 4+ years of Salesforce administration in a mid-to-large scale organization (SaaS preferred)
- Salesforce Administrator Certification (Advanced Admin a plus)
- Proficient in Salesforce Lightning, Sales Cloud, and Service Cloud
- Strong experience in declarative development (Flows, Process Builder, validation rules)
- Familiarity with Apex, Visualforce, and Lightning Web Components
- Data management experience using Data Loader and Excel connectors
Preferred Skills & Tools
- Experience with AI/ML tools within Salesforce (Einstein, GPT integration)
- Working knowledge of middleware (MuleSoft, Boomi) and CPQ platforms
- Strong communication, critical thinking, and stakeholder engagement skills
- Ability to manage multiple priorities and meet deadlines independently
Company Values
- Show Up – Be present for your team, your customers, and your mission
- Own the Outcome – Commit fully and deliver with integrity
- Be Authentic – Communicate openly and work with respect
Benefits
- Comprehensive medical (90% covered), dental & vision (100% covered)
- 401(k) with company match
- 13 paid holidays + 25 PTO days
- Paid family leave
- Quarterly self-care stipends
- Flexible spending & health savings accounts, commuter benefits
- Supplemental insurance options (life, accident, disability, pet insurance, and more)