Salesforce Administrator

Posted 2 Days Ago
Hiring Remotely in US
Remote
Senior level
Legal Tech • Professional Services • Software • Business Intelligence • Consulting
Expert Institute is a high growth start-up that has been disrupting the legal-tech space since 2010.
The Role
The Senior Salesforce Administrator will optimize the Salesforce platform, manage user roles, and collaborate with teams to enhance operational efficiency and drive revenue growth.
Summary Generated by Built In

Company Description

Expert Institute is redefining how litigators win cases.

Our cloud-based platform, Expert iQ, connects top attorneys with the precise expertise they need—on demand and at scale. Whether it’s high-stakes civil rights litigation, complex Big Tech cases, or headline-making sports disputes, we’ve helped our clients recover over $20 billion in verdicts and settlements by putting the right expert on their side.

Trusted by the nation’s leading law firms, we give legal teams a competitive edge with access to over 3 million vetted subject-matter experts and a full-service team of researchers, physicians, technologists, and client success pros who keep everything running seamlessly.

Expert Institute runs on a SaaS-enabled service model—meaning our clients get both cutting-edge technology and white-glove support. As we expand Expert iQ’s capabilities, onboard elite experts, and scale our client partnerships, we’re looking for ambitious talent to help us shape the future of expert witness legal tech.

If you thrive in a fast-pace, sales-driven culture and hold yourself accountable every day, come join us!

Job Description

Senior Salesforce Administrator

Location: New York, Milwaukee, or Remote
Department: Revenue Operations
Company: Expert Institute - the largest provider of expert witnesses to lawyers in America.

We’re on the hunt for a sharp, strategic Senior Salesforce Administrator to join our high-impact Revenue Operations team. This role is mission-critical to scaling our Salesforce platform and empowering teams across the business with streamlined workflows, airtight data integrity, and real-time business intelligence.

As a power user and internal champion of Salesforce, you’ll own system optimization, automation, and administration across the platform. You'll collaborate cross-functionally with Sales, Marketing, Finance, and Product to drive operational efficiency, improve CRM performance, and deliver insights that directly impact revenue growth.

If you're passionate about using Salesforce as a strategic engine for business scale—and want to own and evolve a platform that supports a 9-figure growth mission—this role is for you.

What You’ll Own:

🛠 Platform Optimization & Scalability

  • Lead all Salesforce system design, configuration, and performance improvements.

  • Build and deploy scalable workflows, automations, and approval processes that align with business goals.

  • Proactively identify technical debt and opportunities for performance gains.

🤝 Strategic Cross-Functional Collaboration

  • Partner with Sales, Marketing, Ops, Finance, and Research to scope business needs and deliver tailored Salesforce solutions.

  • Act as a strategic consultant to senior leadership on system design, reporting, and automation.

👥 User Management & Enablement

  • Oversee all user roles, profiles, and permissions to ensure system compliance and data security.

  • Provide training, documentation, and support to end users to drive adoption and ROI from platform features.

📊 Advanced Reporting & Dashboards

  • Build custom dashboards and reporting tools that provide visibility into pipeline, performance, and KPIs.

  • Collaborate with stakeholders to automate reporting processes and elevate data-driven decision-making.

🔧 System Maintenance & Governance

  • Own release management, updates, integrations, and system health monitoring.

  • Manage user tickets, track trends, and ensure system reliability and user satisfaction.

  • Deliver monthly reports on system usage, open requests, and roadmap progress.

🚀 Innovation & Futureproofing

  • Stay ahead of Salesforce product developments, tools, and best practices.

  • Drive key projects like data migrations, third-party integrations, and custom API connections.

  • Serve as the internal SME on Salesforce architecture, scalability, and innovation.

Qualifications

  • Who You Are:

    You’re not just a Salesforce admin—you’re a system owner, data strategist, and operational architect. You thrive in fast-moving environments and get energy from untangling complex workflows and building clean, scalable systems that fuel growth.

    What You Bring:

  • 5+ years as a Salesforce Administrator (Sales Cloud, Service Cloud experience preferred)

  • Salesforce Administrator Certification (Advanced Admin or Platform App Builder a plus)

  • ✔ Experience with Flows, Apex, Process Builder, API integrations, and CRM strategy

  • ✔ Strong grasp of data governance, security models, and user role hierarchies

  • ✔ A problem-solving mindset with exceptional stakeholder management and communication skills

  • ✔ Ability to prioritize, execute, and own projects from discovery to deployment

  • ✔ A collaborative, growth-oriented attitude and the confidence to make bold recommendations

Additional Information

Ready to build the future of expert witness legal-tech with us?

Apply now and help us unlock new levels of scale, insight, and efficiency across the business.

All your information will be kept confidential according to EEO guidelines.

Top Skills

Apex
Api Integrations
Process Builder
Salesforce

What the Team is Saying

Austin
Nora
Chelsea
Meredith Kalberer
Celia
Bill
Jason
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The Company
Milwaukee, WI
185 Employees
Hybrid Workplace
Year Founded: 2011

What We Do

Expert Institute is the nation's leading expert consulting and insights platform, helping plaintiff firms win more cases and increase their profitability. Established in 2010, Expert Institute has supported over 5,000 firms nationwide across all areas of practice.

We connect litigators with top industry experts, innovative litigation research, physician consultations, and comprehensive due diligence — all delivered through our SaaS platform, Expert iQ. Leveraging proprietary data and analytics, we give plaintiff firms a winning edge.

Our team is composed of researchers, medical doctors, client advocates, business development leaders, and technologists. As we roll out new Expert iQ features, expand our client base, and onboard new experts, we’re always looking for the brightest talent to join our team.

Why Work With Us

Expert Institute is a team of born innovators making an impact on the legal-tech industry. We are focused on creating a truly fantastic culture with meaningful team values. Our employees are our greatest assets, and we believe in providing the support and guidance to help our employees grow, and position them for success throughout their career.

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Expert Institute Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
Milwaukee, WI
New York, NY
Learn more

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