Sr. Salesforce Administrator
PracticeTek
| Company | PracticeTek |
| Category | Sales |
| Location | United States |
| Remote | Remote |
| Employment | Full-time |
| Level | Senior |
| Salary | Not stated by the employer |
| Posted | 14 May 2026 |
| Last verified | 6 Aug 2026 |
| Source | Employer ATS (workable) |
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 • Par