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Salesforce Integration Specialist

Position description

We are seeking a talented Salesforce Integration Specialist to own and optimize our core business technology platform. In this hands-on role, you will manage the integrations and day-to-day operations of Salesforce Field Service Lightning (FSL), Sage Intacct, and JobTread (our production and project management system).

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You will ensure seamless data flow across sales, design, customer service, field operations, production, and finance while providing general IT support to keep systems running smoothly. This position plays a key role in supporting our CSR teams, Sales Coordinators, Design Consultants, Sales Managers, and Executive Leadership with reliable tools, efficient workflows, actionable insights, and day-to-day technical assistance—helping us deliver exceptional custom pool and outdoor living experiences while driving operational excellence.

Responsibilities: 

  • System Integration & Maintenance Own all integrations between Salesforce Field Service Lightning, Sage Intacct, and JobTread. Monitor data synchronization, troubleshoot issues, and ensure accurate, timely flow of information for customers, jobs, estimates, financials, and field service operations.

  • Salesforce Administration & Optimization Configure, customize, and enhance Salesforce FSL to meet evolving business needs. Build and maintain Flows, workflows, reports, dashboards, assignment rules, page layouts, and automations. Manage user profiles, permissions, security settings, and sandboxes.

  • IT Support & User Assistance Provide day-to-day technical support to end users across the organization, including troubleshooting system issues, resetting passwords, managing user access, and resolving hardware/software-related problems that impact business operations. Serve as the primary point of contact for general IT helpdesk requests.

  • Business Process Improvement Partner with cross-functional teams (CSR, sales, design, production, and finance) to identify automation opportunities and translate business requirements into system solutions. Provide training, support, and documentation to promote high user adoption.

  • Data Integrity & Analytics Maintain high data quality across platforms. Develop and support key reports, dashboards, and KPIs to give leadership visibility into sales pipeline, job performance, field service metrics, and profitability.

  • Security, Compliance & System Maintenance Manage user licenses, roles, profiles, sharing rules, and security settings. Perform routine system maintenance, monitor performance, and ensure compliance with data security best practices. Stay current with platform updates and apply patches/releases as needed.

  • Troubleshooting & Support Quickly diagnose and resolve integration errors, performance problems, and user challenges. Handle incoming support tickets and escalate complex issues when necessary.

  • Platform Management & Enhancement Act as the internal expert for Salesforce, Sage Intacct, and JobTread. Evaluate new features and lead small-to-medium improvement projects.

  • Collaboration & Continuous Improvement Work closely with team members to streamline processes and support scalable growth in our pool construction, remodeling, and service business.

Requirements:

Experience

  • 3–5+ years of hands-on experience with Salesforce administration and integrations (Field Service Lightning experience strongly preferred).

  • Proven background integrating Salesforce with ERP/accounting systems (Sage Intacct experience is a significant plus) and/or construction/project management platforms (JobTread or similar tools like Procore or Buildertrend).

  • Prior experience providing general IT support or helpdesk services in a business environment is highly desirable.

Technical Skills (Integration Focus)

  • 2–4+ years of hands-on experience building and maintaining API integrations between Salesforce and external systems using REST APIs.

  • Proficiency in Apex for custom callouts, triggers, batch processing, error handling, and bi-directional data synchronization.

  • Experience implementing bi-directional communication (Salesforce ↔ external systems), including outbound HTTP callouts and inbound webhooks or polling.

  • Strong working knowledge of Salesforce Flows, Platform Events, Named Credentials, integration patterns, and data mapping.

  • Familiarity with JobTread’s Open API (or similar construction management APIs) is a significant plus.

  • Ability to combine low-code tools (Flows, Zapier/Make) with custom code for efficient, maintainable solutions.

Additional Technical & IT Skills

  • Proficiency with Lightning Experience, reports/dashboards, user management, and basic troubleshooting of customizations.

  • Experience with general IT tasks such as user provisioning, basic network/hardware troubleshooting, and system performance monitoring.

  • Salesforce certifications (Administrator, Advanced Administrator, Platform App Builder, or Field Service Lightning) strongly preferred.

Soft Skills

  • Strong analytical and problem-solving abilities.

  • Excellent communication and training skills—able to explain technical concepts clearly to non-technical users.

  • Self-motivated team player who thrives in a dynamic, growing company environment and enjoys supporting colleagues directly.

Education

  • Bachelor’s degree in Information Systems, Business, or a related field is preferred (equivalent practical experience will be considered).

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What We Offer

  • Opportunity to make a direct, high-impact contribution to a growing, family-oriented custom pool builder on Maryland’s Eastern Shore.

  • Hands-on ownership of a modern technology stack combined with meaningful IT support responsibilities in a collaborative, onsite environment.

  • Competitive compensation package, benefits, and the chance to help shape efficient operations that support exceptional customer experiences.

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This role is ideal for a proactive Salesforce professional who enjoys both technical depth (especially API/Apex work) and providing practical IT support to business teams.

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