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SalesForce Administrator

Helena, MT

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Westaff is seeking a Salesforce Administrator for a national accounting firm located in Helena, MT!!

*Must live in or near Helena, MT*

This is a PERMANENT full time, salaried position. Join a company that was named one of America's Best Tax and Accounting Firms of 2022!

This individual will be a part of the Salesforce Team within the Operations Department and contribute to the success of the Firm.


  • Lead day-to-day configuration, maintenance, and improvement of CRM platform
  • Responsible for all basic administrative functions including user account maintenance, reports and dashboards, workflows and other routine tasks
  • Complete regular internal system audits and prepare for upgrades
  • Manage Salesforce.com data feeds and other integrations
  • Coordinate the evaluation, scope, and completion of new development requests
  • Work closely with various internal and external teams on execution including the PYA Salesforce team, Accounting, Billing, Human Resources, and manage various vendors, consultants, and contractors
  • Responsible for the documentation of processes and training materials


  • At least one year of Salesforce administrator experience
  • FinancialForce experience required 
  • Professional services firm experience is preferred
  • Experience critically evaluating information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs
  • Have a strong understanding of the impact of new requirements on Salesforce.com and all upstream and downstream applications, systems and processes
  • Client-oriented work ethic, delivering high-quality results
  • Creative problem solver with a high level of strategic, analytical, and conceptual skills and a passion for helping clients
  • Sound judgment with ability to manage risk effectively
  • Superior communication skills, both oral and written
  • Excellent project management skills
  • Traits that include: detail-oriented, flexible, and responsive

Don't miss this amazing opportunity to join this high-performing and privately-owned firm with a dynamic culture and a strong national reputation.

Military and Veterans encouraged to apply

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