Salesforce销售与服务云管理员
Salesforce Sales & Service Cloud Administrator
Bounteous 是一家全球人工智能服务公司，通过代理工程与用户体验的结合，为企业带来变革性的业务成果。我们帮助组织设计、构建和扩展人工智能驱动的产品、平台和流程。Bounteous 全球拥有超过 5000 名团队成员，提供能够持续落地的人工智能解决方案，推动采用率和成果，使组织从实验走向真正的转型。Bounteous 得到 New Mountain Capital 支持，这是一家位于纽约的成长型投资公司，专注于业务建设。
信息安全职责
推广并执行关键的信息安全实践，包括信息资产的合理使用、恶意软件防护和密码安全协议
识别、评估并报告安全风险，重点关注这些风险对信息资产的保密性、完整性和可用性的影响
了解并评估数据的存储、处理或传输方式，确保符合数据隐私和保护标准（如 GDPR、CCPA 等）
确保数据保护措施贯穿整个信息生命周期，以保护敏感信息
职位职责
Salesforce 配置与管理
对象与数据模型管理
负责日常自定义和标准对象、页面布局、记录类型及数据模型变更的管理工作。
基于流程的自动化
使用 Flow（屏幕流程、记录触发流程和计划流程）构建并维护业务流程自动化，必要时进行遗留自动化（Workflow Rules、Process Builder）的过渡/退役。
审批流程管理
配置并维护审批流程，包括进入条件、审批步骤和电子邮件/通知操作。
Sales Cloud 管理
销售流程与管道配置
配置并维护 Lead、Account、Contact 和 Opportunity 对象，销售流程、阶段和验证规则，以支持准确的销售管道管理。
产品、定价与报价
管理 Product、Price Book、Price Book Entry 和 Quote/Quote 模板配置，以支持报价到成交流程；在范围内支持 CPQ 或 Revenue Cloud Advanced 的配置。
预测与区域管理
维护预测层级、预测类别、配额和企业区域管理，以实现准确的销售管道可视性和销售人员分配。
线索分配与数据质量
配置线索分配规则，
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Bounteous is a global AI Services firm where agentic engineering and human experience converge to deliver transformative business outcomes for the enterprise. We help organizations design, build, and scale AI-driven products, platforms, and processes. With more than 5,000 team members worldwide, Bounteous delivers AI that sticks, powering adoption and outcomes that move organizations from experimentation to true transformation. Bounteous is backed by New Mountain Capital, a New York-based growth-oriented investment firm that emphasizes business building.
Information Security Responsibilities
Promote and enforce awareness of key information security practices, including acceptable use of information assets, malware protection, and password security protocols
Identify, assess, and report security risks, focusing on how these risks impact the confidentiality, integrity, and availability of information assets
Understand and evaluate how data is stored, processed, or transmitted, ensuring compliance with data privacy and protection standards (GDPR, CCPA, etc.)
Ensure data protection measures are integrated throughout the information lifecycle to safeguard sensitive information
Role and Responsibilities
Salesforce Configuration & Administration
Object & data model administration Own day-to-day administration of custom and standard objects, page layouts, record types, and data model changes.
Flow-based automation Build and maintain business process automation using Flow (screen, record-triggered, and scheduled), including transition/retirement of legacy automation (Workflow Rules, Process Builder) where applicable.
Approval process management Configure and maintain approval processes, including entry criteria, approval steps, and email/notification actions.
Sales Cloud Administration
Sales process & pipeline configuration Configure and maintain Lead, Account, Contact, and Opportunity objects, sales processes, stages, and validation rules that support accurate pipeline management.
Products, pricing & quoting Administer Product, Price Book, Price Book Entry, and Quote/Quote Template configuration to support the quote-to-close process; support CPQ or Revenue Cloud Advanced configuration where in scope.
Forecasting & territory management Maintain forecast hierarchy, forecast categories, quotas, and Enterprise Territory Management for accurate pipeline visibility and rep assignment.
Lead routing & data quality Configure lead assignment rules, lead conversion mapping, and duplicate/matching rules to keep sales data clean and actionable.
Sales productivity & AI tooling Support Sales Engagement (cadences), Einstein Sales features, and emerging Agentforce Sales capabilities as adopted by the team.
Service Cloud Administration
Case & console management Configure Case objects, record types, and Service Console layouts to support agent workflows.
Omni-Channel routing Administer Omni-Channel queues, routing configurations, and skills-based assignment (Enhanced Omni-Channel).
Knowledge management Maintain the Knowledge base, article types, data categories, and publishing workflows.
Entitlements & SLAs Configure Entitlement processes and milestones to support SLA compliance and case escalation.
Cross-Functional Collaboration
Solution design partnership Partner closely with Salesforce engineers and architects to ensure declarative configuration aligns with broader technical architecture.
Backlog translation Work with product management and program delivery leads to translate business requirements into scoped, sized, and sequenced backlog items.
Effort sizing Provide estimation support for upcoming stories, enhancements, and change requests.
Production troubleshooting Diagnose root cause and implement fixes or workarounds for production issues, working cross-functionally as needed.
Continuous Improvement & Emerging Initiatives
Process optimization Identify and drive continuous improvement opportunities across configuration, automation, and admin processes.
Outlook integration support Support Salesforce Lightning Outlook integration configuration and troubleshooting, as needed.
Agentforce POC support Contribute to Agentforce proof-of-concept activities, including configuration support and testing for agentic AI use cases.
Agile Delivery & Team Support
Ceremony participation Attend standups, sprint planning, backlog refinement, and retrospectives during Pacific Time business hours.
Release support Support sandbox testing, deployment coordination, and post-release validation.
Demo delivery Present and support bi-weekly stakeholder demos.
Critical issue coverage Provide occasional after-hours or weekend support for critical/high-severity production issues.
Required Qualifications:
Salesforce admin experience: 3+ years of hands-on Salesforce administration, including 1+ years supporting Sales Cloud and/or Service Cloud in a production environment.
Data model fluency: Strong working knowledge of objects, fields, record types, relationships, and page layouts.
Automation expertise: Proven experience building and maintaining Flow automation and approval processes.
Sales Cloud configuration: Practical experience with Opportunity/Lead management, products, price books, quotes, and forecasting configuration.
Service Cloud configuration: Practical experience with Case management, Omni-Channel, Knowledge, and Entitlement/SLA setup.
Security & sharing model: Solid grasp of profiles, permission sets, role hierarchy, OWD, and sharing rules.
Agile delivery experience: Comfortable working within Scrum or Kanban, including backlog grooming and story estimation.
Incident communication: Able to troubleshoot production issues under time pressure and communicate status to technical and non-technical stakeholders.
PT availability: Able to work core hours aligned to Pacific Time, including occasional after-hours/weekend support.
Preferred Qualifications:
Certification Salesforce: Certified Administrator required; Platform Administrator II (formerly Advanced Administrator) strongly preferred.
Sales Cloud Consultant: Salesforce Certified Sales Cloud Consultant a plus.
Service Cloud Consultant: Salesforce Certified Service Cloud Consultant a plus.
Outlook integration: Experience with Lightning Sync or Lightning for Outlook.
AI exposure: Familiarity with Agentforce, Einstein (Copilot/Service Assistant), including POC or pilot experience.
Regulated / high-volume experience: Supporting large-scale, multi-team Salesforce programs in hospitality, gaming, or similar industries.
DevOps tooling: Familiarity with change sets, Salesforce CLI, Gearset, Copado, or similar.
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Bounteous is proud to be an equal opportunity employer. Bounteous does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, physical or mental disability, national origin, veteran status, or any other status protected under federal, state, or local law. Bounteous is willing to sponsor eligible candidates for employment visas.
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