We 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 Responsibilities

Salesforce 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 Abilities

Certifications: 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 Matters

This position is critical for bridging the gap between sales activity and financial reporting, allowing for faster, more accurate revenue recognition and improved operational efficiency.

Job Overview

Key Responsibilities

Salesforce 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 Abilities

Certifications: 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 Matters

This position is critical for bridging the gap between sales activity and financial reporting, allowing for faster, more accurate revenue recognition and improved operational efficiency.

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Full Stack Developer - Averlon

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About Founding Minds

Founded :

2008

Type :

Products & Services

Size :

100-1000

Stage :

Profitable

About

Founding Minds, a product development company in the Retirement Consultant marketplace and head-quartered in California, USA, is an Intellectual Capital Firm that invests in and develops products in various industry verticals. We have our ODCs in Technopark, Trivandrum, and Infopark, Kochi, Kerala State, India. As a fund house, we develop products in-house and also support other organizations in building and maintaining their mobile and web applications with the most suitable technology. Team We have a highly motivated, skilled, and passionate team that includes Architects, Designers, QA, Project Managers, and Developers in Dotnet, Java, Python, and Mobile Platforms. Culture It's the people who make Founding Minds what it is. We're a bunch of crazy people, passionate about what we do, with the willingness to learn and contribute. We help everyone to open up, express their craziest ideas into the products we develop, and use what is possible. There is freedom of work throughout the company. It is a peaceful and joyful work environment that we have created by keeping things simple. At Founding Minds, we believe in a collaborative effort than competitive though each of us is a go-getter. We try to strike a balance between work and life in some way or the other. Life at Founding Minds It's a simple, peaceful, and joyful life at Founding Minds.

Aswathy Moodadi

Connect

Company social profiles

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