Job Description
About PracticeTek
PracticeTek is the leading provider of retail healthcare technology solutions, delivering comprehensive EHR and practice management software across chiropractic, optometry, PT/OT/speech therapy, and dental specialties. Backed by K1 Investment Management and Waud Capital Partners, our flagship product ChiroTouch serves 12,500+ practices and 35,000+ providers. We recently launched Rheo, the first AI assistant purpose-built for chiropractors, and are rapidly expanding our AI and automation capabilities across all brands.
The Opportunity
We are looking for a
sales-focused Salesforce Administrator to own and optimize our Salesforce environment for the revenue organization. This is a high-impact role at a pivotal moment: PracticeTek recently completed a multi-brand Salesforce consolidation, and we need someone who can clean up legacy artifacts, streamline the sales experience, and lead our adoption of
Salesforce Agentforce to bring AI-powered automation into our sales workflows.
What You'll Do
Sales Process Optimization & User Experience • Own the end-to-end Salesforce experience for the sales organization (AEs, SDRs, Sales Managers) across ChiroTouch, RevolutionEHR, ClinicSource, Doctible, and other verticals • Simplify page layouts, record types, and navigation to reduce clicks and make it easier for reps to move through the sales process • Clean up legacy fields, stages, and process artifacts from the recent multi-brand Salesforce consolidation • Build and maintain dynamic forms, guided actions, and Lightning app customizations that surface the right information at the right stage • Partner with sales leadership to translate process changes into Salesforce configuration
Agentforce Implementation & AI Automation • Lead the evaluation, design, and rollout of Salesforce Agentforce to automate repetitive sales tasks (lead routing, follow-up reminders, data enrichment, next-best-action prompts) • Build and configure Agentforce agents, topics, and actions that align with PracticeTek’s sales motion and short deal cycles • Identify high-impact automation opportunities across the funnel: lead qualification, demo scheduling, quote generation, and proposal follow-up • Integrate Agentforce with existing automation (Flows, Outreach sequences) to avoid duplication and ensure a cohesive experience • Measure and report on Agentforce adoption, time savings, and impact on pipeline velocity
Flow & Automation Management • Manage and optimize a large library of active Flows - audit for redundancy, consolidate where possible, and ensure performance at scale • Maintain and troubleshoot Apex triggers and coordinate with developers on code-level changes across a substantial codebase • Own validation rule governance - balance data quality enforcement with sales usability • Migrate remaining Workflow Rules and Process Builders to Flow where appropriate • Document all automation in a centralized inventory with business purpose, objects affected, and owner
Data Quality & Reporting • Drive data hygiene initiatives to clean up legacy records from the multi-brand migration (inconsistent stages, orphaned records, duplicate accounts) • Ensure custom object data flows correctly from lead creation through opportunity close • Partner with SalesOps on funnel metrics and conversion rates by brand
Security, Permissions & User Management • Rationalize and consolidate a large number of permission sets and profiles using permission set groups • Handle user provisioning, role hierarchy changes, and territory assignments across vertical-based sales teams • Ensure field-level security and sharing rules align with multi-brand data access requirements • Manage sandbox environments for testing and deployment
Requirements What You Bring
Required • 4+ years of hands-on Salesforce Administration experience in a sales-focused environment (B2B SaaS preferred) • Salesforce Administrator certification (ADM 201) required; Advanced Administrator (ADM 211) strongly preferred • Deep expertise in Flow Builder - you’ve built and managed complex record-triggered, screen, and autolaunched flows at scale • Strong understanding of Apex triggers and classes - you can read, troubleshoot, and collaborate with developers on code-level changes (you don’t need to write Apex from scratch, but you need to understand it) • Experience managing a large, enterprise-scale Salesforce org with a high volume of users and extensive customization • Proven ability to simplify complex processes - you obsess over reducing clicks and making the system intuitive for sales reps • Experience with custom quote/proposal workflows • Strong communication skills - you can translate between sales leadership requests and technical implementation
Preferred • Experience with or strong interest in Salesforce Agentforce, Einstein AI, or Copilot features • Platform Developer I certification or equivalent Apex/LWC knowledge • Experience with Zuora billing integration, DocuSign other B2B SAAS Tools • Experience with Outreach or similar sales engagement platforms and their Salesforce sync • Background in healthcare SaaS, practice management, or EHR software • Experience with multi-brand or multi-BU Salesforce consolidation/migration projects • Familiarity with DLRS, Salesforce DevOps tools, and change set / metadata deployment best practices
Benefits - Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Life Insurance (Basic, Voluntary & AD&D)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Family Leave (Maternity, Paternity)
- Short Term & Long Term Disability
- Training & Development
- Free Food & Snacks
- Wellness Resources
Job Tags
Remote job, Temporary work