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.
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.
• 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
• 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
• 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
• 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
• 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
• 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
• 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
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