Salesforce Administrator
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Johnson Lambert LLP
Atlanta, GA, US
Summary
The Salesforce Administrator will manage platform security, support Certinia PSA/ERP systems, and oversee release and environment management. They will also handle reporting, partner management, and contribute to the architectural transition toward AI-driven workflows.
Job Description
The primary responsibilities will include:
- Platform administration and security
- Certinia PSA and ERP support
- Release and environment management
- Reporting and enablement
- Request intake and partner management
What we are looking for
- Three to five years as a Salesforce Administrator. Sales Cloud and Lightning Experience. You have owned an org, not just worked tickets in one.
- Professional Services Experience supporting a professional services firm, and ideally an accounting or advisory firm. Hands-on experience with a professional services automation platform — Certinia, Kantata, Kimble, or TaskRay. Certinia specifically is a significant advantage
- Real command of the declarative toolset. You can build a multi-step approval process or a record-triggered flow without help, and you can debug someone else's flow without rebuilding it.
- Permissions fluency. You think in permission sets and permission set groups, and you understand why profile-based access becomes unmanageable.
- Reporting depth. Report types, custom report types, joined reports, and dashboards — including knowing when a report is the wrong answer.
- Release discipline. You have been through release cycles on a managed package and you test before you deploy.
- Judgment about scope. You can tell the difference between a fifteen-minute configuration change and a three-week project, and you say so before committing to a date.
- Written clarity. This role is remote and is the only person in the seat. Documentation and written scopes are the job, not overhead.
Strongly preferred
- Salesforce Administrator certification; Advanced Administrator or Platform App Builder is a plus.
- Marketing Cloud Account Engagement (Pardot) administration.
- Comfort with data loading tools such as Data Loader or Coefficient, and with SOQL for investigation.
This position has the opportunity for tremendous growth within the firm. Beyond administration we would like this role to grow as we transition toward headless operations with Salesforce data. The right candidate will have interest in growing their skills and career within Johnson Lambert. This will include working with a team to architect and position our Salesforce ecosystem to leverage AI agents as first-class citizens—ensuring our data models, flows, and automations are fully optimized for agentic workflows and helping to build out the Salesforce administration team over time.
All roles offered at Johnson Lambert are offered in a hybrid format, should you be in close proximity to one of our 8 office locations, or have the flexibility to work from home in a remote setting.
Equity note: Research suggests that women and Black, Indigenous, and other persons of color are less likely than men or White job seekers to apply for positions unless they are confident they meet 100% of the qualifications. We strongly encourage interested individuals to apply, and allow us to evaluate the knowledge, skills, and abilities you demonstrate, using an internal equity lens.
Johnson Lambert prides itself for the hands-on approach and relationships we build with future employees, employees, and clients. We believe each application is the potential for a future relationship with JL. Therefore, a member of our HR team personally reviews all applications submitted.
Johnson Lambert is one of the nation’s largest insurance-focused CPA and consulting firms, ranking as the 5th largest property and casualty auditor and the 9th largest life insurance auditor (AM Best, 2024). Since our inception in 1986, we have dedicated ourselves to serving the insurance industry, which today includes more than 750 insurance companies and related entities nationwide. In addition, we provide specialized services to nonprofit organizations and ERISA-qualified benefit plans.
Our professionals combine technical expertise with deep industry knowledge to deliver not only audit and tax services, but also a wide range of advisory solutions tailored to the complex needs of our clients. Organizations turn to us for guidance on governance, risk, technology, internal controls, and operational challenges—benefiting from our niche specialization, industry insights, and collaborative approach.
We are nimble and deeply specialized, delivering the personal touch and responsiveness of a boutique firm while providing the depth and breadth of resources clients expect from a partner with national reach. As an independent member of DFK International, a global alliance of accounting and consulting firms, we broaden our resources and connections worldwide while maintaining the agility and focus that set us apart.
Our core services include:
• Financial Statement Audit
• Tax Compliance and Consulting
• Internal Audit and Model Audit Rule Compliance
• Cybersecurity Assessments
• Assurance Services
• SOC 1, 2 & 3 Reporting Services
• Enterprise Risk Management (ERM)
• Business Advisory Services
We foster a culture of inclusion and belonging where our people can thrive. We are committed to attracting and developing exceptional talent, providing robust training, mentorship, and career opportunities. By empowering our professionals to bring their authentic perspectives and expertise, we not only strengthen our team but also enhance the value and insight we deliver
Founded
1986
Company size
201-500 employees
Industry
Accounting
Org type
Partnership
Headquarters
Vienna, Virginia
Johnson Lambert is one of the nation’s largest insurance-focused CPA and consulting firms, ranking as the 5th largest property and casualty auditor and the 9th largest life insurance auditor (AM Best, 2024). Since our inception in 1986, we have dedicated ourselves to serving the insurance industry, which today includes more than 750 insurance companies and related entities nationwide. In addition, we provide specialized services to nonprofit organizations and ERISA-qualified benefit plans.
Our professionals combine technical expertise with deep industry knowledge to deliver not only audit and tax services, but also a wide range of advisory solutions tailored to the complex needs of our clients. Organizations turn to us for guidance on governance, risk, technology, internal controls, and operational challenges—benefiting from our niche specialization, industry insights, and collaborative approach.
We are nimble and deeply specialized, delivering the personal touch and responsiveness of a boutique firm while providing the depth and breadth of resources clients expect from a partner with national reach. As an independent member of DFK International, a global alliance of accounting and consulting firms, we broaden our resources and connections worldwide while maintaining the agility and focus that set us apart.
Our core services include:
• Financial Statement Audit
• Tax Compliance and Consulting
• Internal Audit and Model Audit Rule Compliance
• Cybersecurity Assessments
• Assurance Services
• SOC 1, 2 & 3 Reporting Services
• Enterprise Risk Management (ERM)
• Business Advisory Services
We foster a culture of inclusion and belonging where our people can thrive. We are committed to attracting and developing exceptional talent, providing robust training, mentorship, and career opportunities. By empowering our professionals to bring their authentic perspectives and expertise, we not only strengthen our team but also enhance the value and insight we deliver
Founded
1986
Company size
201-500 employees
Industry
Accounting
Org type
Partnership
Headquarters
Vienna, Virginia