Agentforce Salesforce Administrator

EP Wealth Advisors (EPWA) is a leading wealth management advisory firm with over $42.2 billion in AUM as of December 31, 2025, primarily serving high net worth individuals. We’re committed to fostering an inclusive environment and providing opportunities for professional growth, skill development, and career progression. 

Are you a Salesforce Administrator who thrives on building scalable automations and improving how teams work - and excited to apply emerging AI capabilities in a practical, measurable way? EP Wealth Advisors is seeking a dynamic Agentforce Salesforce Administrator to support our Salesforce AI roadmap. 

In this role, you will partner on designing, building, testing, and deploying AI Agents using Salesforce Agentforce. You’ll work closely with our Product and Development Team, key process owners, and vendor partners to ensure our Salesforce and extended technology ecosystem supports secure, compliant, and measurable AI-enabled workflows. 

You will join a team of dynamic, collaborative, and client-focused professionals who are delivering on our core values: Integrity, Entrepreneurial, Inclusion, and Connection. 

• Partner with product and functional leaders, end users, and vendor teams to identify and prioritize AI use cases and deploy new business processes. 

• Design agents with a clear focus on improving advisor and client experience – reducing friction, improving data quality, and enabling more timely, personalized interactions. 

• Build and optimize Salesforce AI Agents using Agentforce, including: 

• Defining agent goals, intents, and actions aligned to business outcomes 

• Designing guardrails, escalation paths, and human handoff 

• Building supporting workflows and automations that enable agent outcomes 

• Establishing and maintaining Data 360 pipelines and data readiness for agent use 

• Ensure the successful operation of Salesforce applications, integrations, and related tools; recommend improvements aligned with best practices and governance. 

• Conduct regular reviews of agent logs and performance to validate outcomes and identify opportunities for improvement. 

• Support Salesforce data quality and data processes; assist with data feeds and integrations with core systems in partnership with IT and vendors. 

• Collaborate with Cybersecurity, Risk, and Compliance to ensure AI agents follow EP’s governance standards, including data access, privacy, and controls. 

• Define and track key success metrics for AI agents and regularly iterate based on performance. 

• Troubleshoot production issues across configuration, automation, permissions, and agent behavior; propose effective solutions and improvements.