Trans Lease, Inc., a leading equipment financing and leasing organization, is seeking an experienced Senior Salesforce Administrator / Salesforce Lead to own and advance our Salesforce environment. This is a senior, highly autonomous role: rather than simply executing delegated tasks, you will independently gather requirements, design solutions, and build them declaratively across a sophisticated, integration-rich org.
Beyond administration, this position carries a strong business analysis and user-experience focus. You will partner directly with stakeholders across the organization to understand how our business works, translate operational needs into well-designed Salesforce solutions, and ensure those solutions are intuitive for the people who use them every day. You will also play a central role in our upcoming portfolio management platform implementation, where you will be expected to wear many hats — analyst, designer, builder, and tester — and ramp quickly on our business processes.
Benefits:
- Medical, Dental, and Vision Insurance
- Life (Voluntary and Employer Paid) and Disability Insurance
- 401(K) with company match beginning with your first contribution.
- HSA and/or FSA, as applicable
- Paid Time Off, Sick Time, and Company Paid Holidays
- Employee Car Discount Program
Key Responsibilities:
Salesforce Administration & Solution Ownership
- Own day-to-day administration of the Salesforce org, including user, profile, role, permission set, and security management.
- Manage incoming Salesforce user tickets, providing a high level of service to our team’s internal customers.
- Independently design, build, and maintain declarative solutions — Flows, dynamic page layouts, validation rules, reports, and dashboards — from requirement through deployment.
- Own data quality and management, including imports, exports, deduplication, and ongoing cleanup; define and enforce data standards.
- Manage release and change processes, including sandbox strategy, testing, and deployment of new functionality.
- Monitor system performance, proactively identify issues, and resolve them with minimal oversight; coordinate with our Apex development contractor when programmatic work is required.
Business Analysis
- Partner with stakeholders across Operations, Collections, Sales, and Leadership to understand, document, and prioritize business requirements.
- Translate operational and business needs into clear functional specifications and well-scoped Salesforce solutions.
- Map current-state processes, identify inefficiencies, and recommend improvements that reduce manual work and strengthen data integrity.
- Quickly develop a working understanding of Trans Lease’s business model, lease lifecycle, and cross-functional workflows.
User Experience & Process Design
- Design intuitive, user-centered page layouts, Lightning pages, and Flow experiences that minimize clicks and reduce user error.
- Apply UX best practices to ensure adoption — prioritizing clarity, consistency, and ease of use across the org.
- Gather and incorporate end-user feedback to iteratively refine the experience after deployment.
Implementation Support
- Serve as a key contributor to the 2027 portfolio management platform implementation — supporting requirements gathering, solution design, integration coordination, UAT, and change management.
- Help ensure Salesforce and new platform data and processes align cleanly through and beyond the migration.
Quality Assurance & Documentation
- Coordinate and perform detailed QA and User Acceptance Testing (UAT) of new solutions and integrations, and document results.
- Create and maintain documentation of configurations, processes, and system changes.
- Develop user guides, SOPs, and training materials for end-users across Salesforce and its integrated platforms.
DocGen Template Management
- Create, modify, and manage Nintex DocGen (Drawloop) templates, ensuring accuracy, efficiency, and alignment with business requirements; troubleshoot and optimize as needed.
Collaboration, Communication & Accountability
- Communicate effectively with cross-functional teams and leadership; provide training and support to end-users.
- Prioritize and manage your own workload against deadlines, tracking work in the team’s project management tooling (ClickUp).
- Stay current on Salesforce best practices, releases, and certifications, and bring forward proactive recommendations.
Required Qualifications:
- 5+ years of Salesforce Administrator experience with strong, hands-on declarative expertise (Flow Builder, Lightning App Builder, security model, reporting).
- Working knowledge of SOQL and relational database structure.
- Demonstrated business analysis capability — eliciting requirements, documenting processes, and translating needs into solutions.
- Demonstrated UX / process design sensibility, with examples of building intuitive, well-adopted Salesforce experiences.
- Proven ability to operate autonomously — owning solutions end-to-end with minimal direction.
- Ability to ramp quickly on a new and complex business domain.
- Strong documentation, organization, time-management, and accountability skills.
- Proficiency in Microsoft Excel and Word; excellent verbal and written communication.
- Salesforce Administrator Certification.
- Valid Driver's License and MVR in good standing.
- Ability to successfully complete a General Abilities Assessment and pass a post-offer background check, physical and drug screening.
Preferred Qualifications:
- Advanced Administrator, Platform App Builder, and/or Salesforce Business Analyst certification.
- Experience in the equipment financing and leasing industry.
- Experience supporting a major platform implementation or data migration.
- Familiarity with Nintex DocGen (Drawloop).
- Experience with ClickUp, Jira, or Asana, and with process-diagramming tools such as Lucidchart.
- Familiarity with Power BI or Tableau.
- Basic Apex literacy (a plus — dedicated Apex development is handled by a contractor).
Why Join Us?
- A senior, high-autonomy role with real ownership of the Salesforce platform.
- A seat at the table for a major, business-critical platform implementation.
- A collaborative, supportive Technology team and direct partnership with the Director of Technology.
- Access to ongoing professional development and Salesforce training resources.
- Competitive compensation and a full benefits package.
Job Details:
- Type: Salary
- Compensation Range: $80,000 - $110,000
- Reports To: Director of Technology
- Closing Date: When Filled
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