Salesforce Administrator – Accounting & Finance Focus (Remote)

Job OverviewWe are seeking a proactive and analytical Salesforce Administrator to own our Salesforce CRM and ensure it works seamlessly with our financial systems. The ideal candidate will manage day-to-day configuration, maintain high-quality data, automate accounting-related workflows (like quote-to-cash), and act as a bridge between the Sales and Finance departments. Key ResponsibilitiesSalesforce Administration & Accounting Integration:Oversee daily operations of the Salesforce org, including managing users, profiles, roles, and security.Maintain and optimize integrations between Salesforce and accounting software (e.g., QuickBooks, NetSuite, Certinia) to ensure seamless data flow.Automate the quote-to-cash process, from opportunity closing to invoice generation.Data Integrity & Reporting:Ensure data accuracy between Sales and Finance, performing regular data audits to detect and resolve discrepancies.Create advanced custom reports and dashboards for financial forecasting, revenue recognition, and sales performance.Manage custom objects, fields, and validation rules related to financial tracking.Process Improvement & Automation:Develop and maintain complex Flows to automate financial approvals, contract management, and billing triggers.Collaborate with the finance team to translate business requirements into technical solutions.User Support & Training:Provide support for technical issues, acting as the point of contact for all internal user Salesforce requests, specifically regarding finance-related queries.Train team members on using Salesforce for accurate data entry. Required Knowledge, Skills, and AbilitiesCertifications: Certified Salesforce Administrator (required); Certified Advanced Administrator or CPQ Specialist (preferred).Experience: 2–4 years of experience as a Salesforce Administrator, preferably with exposure to accounting or financial services, or a strong background in financial/accounting systems.Technical Skills: Deep knowledge of Salesforce configuration, including Data Loader, Flow Builder, and Validation Rules.Accounting Understanding: Understanding of basic accounting principles (accounts payable/receivable, invoicing, revenue recognition) is a strong plus.Soft Skills: Strong analytical skills, attention to detail, and the ability to communicate technical information to non-technical users. Why This Role MattersThis position is critical for bridging the gap between sales activity and financial reporting, allowing for faster, more accurate revenue recognition and improved operational efficiency.