Experienced Enterprise Software Administrator (Salesforce)

Overview

As a global market leader, iPipeline combines technology, innovation, and expertise to deliver ground-breaking, award-winning software solutions that transform the life insurance, financial services, and protection industries. With one of the industry’s largest data sets, we help advisors/advisers and agents to transform paper and manual operations into a secure, seamless digital experience – from proposal to commission– so they can help better secure the financial futures of their clients.

At iPipeline, you’ll play a major role in helping us to provide best-in-class, transformative solutions. We’re passionate, creative, and innovative, and together as a team, we continually strive to advance, accelerate, and expand the reach of our technology. We value different perspectives and are committed to creating an environment that embraces diverse backgrounds and fosters inclusion.

We’re proud that we’ve been recognized as a repeat winner of various industry awards, demonstrating our excellence and highlighting us as a top workplace in both the US and the UK. We believe that the culture we’ve built for our nearly 900 employees around the word is exceptional -- and we’ve created a place where our employees love to come to work, every single day.

Come join our team!

About iPipeline

Founded in 1995, iPipeline operates as a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500®, and Fortune 1000® indices. iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life insurance and pensions industries in the UK. We couple one of the most expansive digital and automated platforms with one of the industry’s largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows – from quote to commission – with seamless integration. Our vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry.

iPipeline is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to gender, race, color, religious creed, national origin, age, sexual orientation, gender identity, physical or mental disability, and/or protected veteran status. We are committed to building a supportive and inclusive environment for all employees.

This is an office-based position.

Responsibilities

The Experienced Enterprise Software Administrator has a working knowledge of enterprise applications and their configurations. This role manages system settings, assists with software deployments, and troubleshoots issues beyond basic support. With increased autonomy, this role contributes to system maintenance, security enforcement, and vendor communication. The Enterprise Software Administrator develops deeper technical skills, working on integrations and performance monitoring while supporting end-user training and documentation efforts.

Software Administration:

• Support the administration of enterprise software systems by configuring user permissions, maintaining workflows, updating dashboards, and assisting with project configurations to ensure system efficiency and user accessibility.

Automations and Integrations:

• Independently develop and maintain automation scripts to optimize routine tasks and processes. Configure and manage integrations between enterprise software systems and other business applications.

Software Deployment and Configuration:

• Lead the deployment and configuration of enterprise software applications, ensuring they meet organizational needs.

Software Maintenance and Updates:

• Independently manage the application of software updates, patches, and optimizations to ensure system stability and security.

Security and Access Management:

• Independently manage user permissions, access controls, and encryption measures.

Troubleshooting and Issue Resolution:

• Troubleshoot and resolve complex software issues, ensuring minimal disruption to business operations.

Performance Monitoring and Optimization:

• Monitor and report on software performance, identifying areas for improvement.

Process Improvement:

• Work with stakeholders to gather requirements and contribute to the design of solutions that enhance workflows and reporting capabilities.

Training and Documentation:

• Create comprehensive documentation, including troubleshooting guides and deployment procedures.

Salesforce Administration:

• Support Salesforce administration by configuring user roles, maintaining workflows, managing page layouts, and assisting with object and field configurations to enhance system usability and performance.

Automation & Integrations:

• Support the implementation of automation within Salesforce by creating and managing automation rules using Flow and Process Builder, and assisting with API connections and third-party tool integrations such as Conga Composer and similar platforms.

Salesforce Development:

• Assist with basic Salesforce customizations using declarative tools; support developers with straightforward Apex and Lightning component tasks as directed.

Project Leadership & Implementation:

• Support Salesforce project delivery by contributing to requirements gathering, assisting with solution design, and helping to coordinate testing and deployment activities.

Innovation, Thought Leadership & User Adoption:

• Stay informed on Salesforce releases and emerging features; contribute to end-user training and adoption efforts by developing supporting materials and assisting with training sessions.

Qualifications

Software Configuration and Management:

• Intermediate ability to independently deploy, configure, and customize enterprise software applications, ensuring they meet organizational needs and requirements.

Troubleshooting and Issue Resolution:

• Intermediate capability to diagnose complex issues and work independently to resolve problems, including identifying root causes and implementing fixes.

Security and Access Control:

• Intermediate knowledge and ability to manage security measures, including user permissions, access control, encryption, and other relevant security protocols.

Intermediate Reporting and Data Extraction:

• Ability to independently create and modify reports using system tools, extract relevant data for analysis, and support end users by ensuring data accessibility and accuracy.

Documentation Management:

• Ability to develop and maintain detailed documentation for system configurations, standard operating procedures, and troubleshooting guides, ensuring clarity and accessibility for users and administrators.

System Optimization and Performance Monitoring:

• Ability to proactively monitor system performance, identify performance bottlenecks, and implement solutions to improve software stability and efficiency.

System Integration:

• Knowledgeable of software integration methods and able to work with other teams to implement software integrations ensuring enterprise applications work seamlessly with other business system

Salesforce Administrator Specific:

• Proficiency in Salesforce administration, including user management, security settings, and standard customizations across Salesforce products.

• Ability to design and configure workflows, validation rules, page layouts, and record types following best practices.

• Experience using Salesforce Flow and Process Builder, with some exposure to REST APIs and basic AppExchange applications.

• Hands-on experience with Salesforce Cloud environments; basic exposure to third-party integrations and API concepts.

• Basic familiarity with Apex concepts and Lightning component development; ability to support developers on simple customization tasks.

• Basic understanding of CI/CD concepts in the context of Salesforce development.

• Strong problem-solving skills; ability to handle moderate Salesforce troubleshooting tasks independently.

Benefits

We offer a competitive compensation and benefits package, opportunities for career growth, an employee stock purchase plan, 401(k), generous time off and flexible work/life balance, company-matched retirement packages, an employee wellness program, and an awards and recognition program – all in a creative, fast-growing, and innovative company.