• Personally design, build, and maintain Salesforce solutions: Flows, process automations, custom objects, page layouts, record types, validation rules, permission sets, and Lightning pages across Service Cloud, Sales Cloud, and Marketing Cloud.
• Write and review Apex triggers, classes, and Lightning Web Components (LWC) when declarative tools are insufficient; know when code is the right answer and when it isn’t.
• Build and optimize reports, dashboards, and list views that give each business unit self-service visibility into their operational data.
• Configure and maintain integrations with Navia’s core systems via Boomi, REST/SOAP APIs, and platform events; troubleshoot integration failures hands-on.
• Manage the full release lifecycle: sandbox configuration, change sets or CI/CD tooling (Gearset, Copado), UAT coordination, and production deployment.

• Own the Salesforce platform roadmap across Service, Sales, Product Support, and Marketing—aligning platform investments to business outcomes (e.g., case resolution time, pipeline velocity, renewal rate, campaign ROI).
• Define quarterly OKRs for platform health, adoption, and capability delivery; present progress to COO and functional leadership.
• Evaluate Salesforce ecosystem tools (AppExchange, ISV partners, managed packages) and new capabilities (e.g., Einstein AI, Agentforce, Data Cloud) against build vs. buy criteria.
• Maintain a living technical debt register and drive structured paydown alongside feature delivery.

• Serve as the single point of accountability for Salesforce across four business domains—Service, Sales, Product Support, and Marketing—each with distinct workflows, data models, and success metrics.
• Run intake, scoping, and prioritization with functional stakeholders; translate business requests into configured solutions, not just tickets—prototype in a sandbox, demo to stakeholders, iterate, deploy.
• Manage competing demand across business units using transparent prioritization frameworks (e.g., WSJF, RICE, value vs. effort).
• Partner with IT and Engineering on environment strategy (sandbox governance), org-wide architectural standards, and deployment cadence.

• Direct the Data Architect in designing and maintaining scalable data models, integration patterns, and data quality standards across the Salesforce org.
• Own data governance policies: field-level security, record-type strategy, duplicate management, and archival/purge schedules.
• Ensure compliance with HIPAA and healthcare-industry data handling requirements as they apply to participant and employer data stored in Salesforce.
• Drive integration architecture decisions for connections to Navia’s core benefit administration systems, payment platforms, and reporting tools (e.g., PowerBI, Boomi, middleware).

• Own the full Salesforce license inventory: actively manage user license assignments, deactivations, and role-based license type allocation (e.g., full CRM vs. Platform vs. Identity vs. Community/Experience Cloud licenses) to minimize waste.
• Conduct regular license audits—identify inactive users, underutilized licenses, and permission set license sprawl; reclaim and reallocate as needed.
• Track and forecast Salesforce spend across editions, add-on SKUs (e.g., Marketing Cloud, Data Cloud, Shield), API call volumes, and storage consumption; present cost trends and optimization opportunities to COO.
• Own the Salesforce commercial relationship: contract renewals, edition/SKU strategy, and Salesforce Account Executive engagement—negotiate with data, not gut.
• Manage third-party ISV and AppExchange vendor relationships, renewals, per-seat costs, and performance; sunset tools that aren’t earning their keep.
• Maintain a living license and cost model that connects user counts, license types, and feature usage to annual platform TCO.

• Define and track platform adoption metrics by business unit; identify and resolve friction points.
• Partner with training and enablement teams to deliver role-specific onboarding and ongoing Salesforce training.
• Lead change management for major platform releases, ensuring stakeholder communication, UAT coordination, and rollback planning.

• Establish and monitor platform SLAs: system uptime, integration reliability, data quality scores, and case/issue resolution times for platform support tickets.
• Own incident response for Salesforce outages or degraded performance; coordinate with Salesforce Premier Support and internal teams.
• Maintain platform documentation: architecture diagrams, process flows, configuration standards, and runbooks.

• 5+ years of hands-on Salesforce.com configuration and administration, with expert-level proficiency across the declarative toolset (Flows, Process Builder, validation rules, custom objects, page layouts, permission sets, sharing rules).
• Demonstrated ability to build and ship Salesforce solutions end-to-end—from requirements through sandbox build, UAT, and production deployment—across Service Cloud, Sales Cloud, and Marketing Cloud (or Pardot/MCAE).
• Working proficiency in Apex (triggers, classes, test classes) and Lightning Web Components; able to write, review, and debug custom code.
• Deep knowledge of Salesforce data model design: object relationships, record types, formula fields, roll-up summaries, and cross-object reporting.
• Hands-on experience with Salesforce release management, sandbox strategy, and deployment tools (Gearset, Copado, or change sets).
• Experience managing cross-functional stakeholder relationships at the director+ level while personally delivering platform work.
• Familiarity with integration middleware (MuleSoft, Boomi, or equivalent) and hands-on experience configuring API-based integrations.
• Working knowledge of HIPAA compliance requirements and healthcare data handling.

• Salesforce certifications required or strongly preferred: Administrator, Advanced Administrator, Platform App Builder. Platform Developer I is a plus.
• Experience in the benefits administration, TPA, or healthcare services industry.
• Background in Agile/Scrum delivery with experience managing a prioritized backlog while personally executing configuration work.
• Experience with Salesforce Einstein, Agentforce, or Data Cloud capabilities.
• Hands-on experience building Salesforce-to-external-system integrations (REST, SOAP, platform events, change data capture).
• Experience with PowerBI or Tableau for Salesforce reporting and analytics.

• Builder Mentality – Defaults to doing, not delegating; can go from whiteboard to working solution in a sandbox in the same afternoon.
• Platform Thinking – Treats Salesforce as a product, not a project; optimizes for long-term scalability and clean architecture over short-term feature hacks.
• Stakeholder Navigation – Builds trust across Service, Sales, Marketing, and Product Support leaders while making tough prioritization trade-offs transparently.
• Technical Depth – Earns credibility by being the most knowledgeable Salesforce person in the room; can troubleshoot a broken Flow, review Apex code, and explain governor limits to a business stakeholder.
• Ownership & Accountability – Runs toward problems; owns outcomes, not just activities.

• Impact: Play a pivotal role in supporting employers and employees nationwide.
• Growth: Advance your skills with a team committed to excellence and innovation.
• Culture: Join a company that values collaboration, innovation, and customer-first solutions.

• Competitive Salary Range: $120K-$160K
• Generous health benefits
• Company sponsored wellness benefits
•  Complimentary Life Insurance and Long-Term Disability Insurance
• Paid time off
• 6 Paid Holidays & 2 Paid Floating Holidays
• Work from home and hybrid schedules available!

Please visit our career page and apply directly: www.naviabenefits.com/workatnavia

Not all positions allow for remote work, but those that do will only be available in the following states: AZ, CO, FL, GA, IL, IN, KS, MI, MN, MO, MT, NC, ND, NE, NJ, NV, NY, OH, PA, SD, TN, TX, UT.