Salesforce Administrator - Montreal

Department: IT

Employment Type: Full Time

Location: Montreal, Canada

Description

Oxford Economics, a leading global economic forecasting and consulting firm, is seeking a skilled Salesforce Administrator to join our team. As Salesforce Administrator, you will work as an integral member of the Salesforce team, focused on enabling the global implementation, ongoing development and adoption of Salesforce. This role will focus on optimising and evolving our Salesforce platform within a rapidly growing subscription and consultancy environment. The successful candidate will play a key role in improving platform usability, strengthening data governance, and ensuring Salesforce effectively supports commercial teams operating across shared client and prospect bases.

The role requires someone comfortable working in complex, multi-team environments, balancing governance with usability, and improving platform structure to support scalable growth.

Key Responsibilities

• Evaluate and optimise the system to support diverse use cases across a global team with a shared client base, ensuring visibility, accuracy and strong governance.
• Develop workflows to enhance the trial process, reducing friction for clients while maintaining key data points.
• Streamline processes and reduce clutter on core page layouts to improve the end-user experience.
• Liaise with the Product team to design and create product bundles with the associated configurations.
• Conduct proactive data quality management activities, including developing and maintaining data definitions and standards.
• Develop user-friendly error handling for system automations to support a self-service environment.
• Provide first-line support for system integrations such as ZoomInfo and LinkedIn Sales Navigator.
• Create and maintain users, fields, objects, validation rules, workflow rules, Process Builder configurations, approval processes, Salesforce reports and dashboards.
• Support lead generation and routing activities, enabling efficient assignment.
• Perform diagnostic analysis to understand how users engage with the system and improve platform adoption and staff onboarding.
• Proactively monitor, troubleshoot and resolve background technical issues.
• Work closely with Sales and Marketing users to understand their diverse needs, identify automation opportunities, provide regular updates on new features, and introduce or demonstrate how these can be adopted.

Key Working Relationships

Internal:

• Deputy CIO / Head of IT Product Delivery
• Marketing / Business Development
• Salesforce Steering group

External:

• Salesforce & other vendors

Skills, Knowledge & Expertise

Required

• Salesforce certified, e.g., Salesforce Certified Administrator ADM201, Platform App Builder, Business Concepts CPQ, Declarative Tools, Platform App Builder Certification
• Experience using formula fields to derive/infer data and understands how to use lookup fields to associate records (skilled in relational data modelling)
• Confident making design decisions, e.g., creating new fields/relationships vs inferring data in a report
• Dataloader/Workbench experience, data migration experience, understanding of reporting across systems (using IDs/names to find data in multiple databases) i.e., Salesforce and SAP, duplication rules/best practices
• Intermediate knowledge of Excel for data relationship matching, transformation and accurate import.
• Data access/security/sharing – understands use of profiles, roles and organisation wide defaults
• Skilled in exploring, interpreting and explaining user-data related issues to key business stakeholders and communicate impact to business process
• Demonstrable skills on Salesforce automation/declarative development e.g., Workflows / Process Builder / Flows
• Understanding of Salesforce development principles and best practices: Single trigger/process per object, process data in bulk where possible, use of logs to diagnose errors
• Experienc