REFERENCE SERVICES

Overview

The Business Systems & AI Administrator is responsible for identifying, implementing, and maintaining technology solutions that improve operational efficiency across Reference Services, Inc. This position combines Salesforce administration, workflow automation, AI implementation, software integrations, vendor management, and business process improvement to help RSI scale while maintaining exceptional client service.

Responsibilities

Salesforce Administration

• Serve as primary Salesforce Administrator.
• Maintain users, permissions, dashboards, reports, workflows, and automation.
• Create custom objects, fields, reports, and business processes.
• Monitor data integrity and improve CRM adoption throughout the company.
• Develop executive dashboards and operational reporting.
  

AI & Process Automation

• Evaluate and implement AI technologies to improve operational workflows.
• Identify repetitive tasks suitable for automation.
• Develop AI-assisted workflows for customer service, operations, sales, compliance, and reporting.
• Train employees on approved AI tools and best practices.
• Continuously evaluate new AI technologies that increase productivity and reduce operational costs.
  

Systems Integration & API Management

• Manage integration between Salesforce, Slack, TazWorks, QuickBooks, Microsoft 365, and other business applications.
• Coordinate API development with software vendors.
• Troubleshoot integration issues and improve data synchronization.
• Identify opportunities to eliminate duplicate data entry through automation.
• Document all system integrations and workflows.
  

Slack Administration

• Administer Slack workspaces, channels, permissions, and workflows.
• Develop Slack automations and notifications.
• Maintain integration with Salesforce and other business applications.
• Improve internal communication through workflow automation.
  

Operational Technology Improvement

• Analyze existing business processes and recommend technology improvements.
• Design automated workflows that improve productivity and reduce manual effort.
• Partner with department managers to improve operational efficiency.
• Measure ROI of technology initiatives.
• Research emerging technologies beneficial to the background screening industry.
  

Vendor Management & Quality Assurance

• Perform daily vendor audits to ensure data accuracy and service quality.
• Monitor vendor performance metrics and turnaround times.
• Investigate recurring issues and coordinate corrective actions.
• Maintain vendor scorecards and performance reporting.
• Work with vendors to improve automation and service delivery.
  

Reporting & Analytics

• Develop operational dashboards for executive leadership.
• Create KPI reporting for operations, sales, finance, and customer service.
• Analyze workflow bottlenecks and recommend improvements.
• Monitor automation effectiveness and operational efficiency metrics.
  

Documentation & Training

• Create documentation for technology systems and automated processes.
• Train employees in new software features and best practices.
• Develop standard operating procedures for technology platforms.
• Maintain knowledge base documentation.
  

Desired Qualifications

• Bachelor’s degree in information technology, Business Administration, Computer Information Systems, or related field preferred.
• 3+ years administering Salesforce or similar CRM platform.
• Experience with workflow automation platforms (Power Automate, Zapier, Make, or similar).
• Experience working with APIs and software integrations.
• Experience implementing AI tools in business operations.
• Strong understanding of Salesforce reporting, dashboards, and automation.
• Experience administering Slack or Microsoft Teams.
• Excellent analytical and problem-solving skills.
• Ability to communicate technical concepts to non-technical users.
• Strong project management and organizational skills.
• Experience with SQL, REST APIs, or scripting languages is a plus.
• Experience in background screening, HR technology, SaaS, or compliance industries is preferred.
  

Key Performance Indicators (KPIs)

• Increase operational efficiency through automation.
• Reduce manual processing time.
• Improve Salesforce user adoption.
• Maintain vendor quality and accuracy standards.
• Increase successful API integrations.
• Improve reporting accuracy and availability.
• Reduce duplicate data entry across systems.
• Successfully implement AI initiatives with measurable ROI.
• Maintain high system uptime and user satisfaction.
  

Compensation & Benefits

• Competitive salary based on experience
• Group Health Insurance.
• Disability Insurance.
• Simple IRA
• Paid Vacation and Holidays.
• Professional development and Salesforce certification reimbursement.
• Opportunity to work with cutting-edge AI and automation technologies.
  

Why Join RSI?

Reference Services, Inc. is committed to using technology to provide the industry's best customer experience. As we continue to grow, we are investing heavily in automation, artificial intelligence, and system integration to improve efficiency without sacrificing quality. This position offers the opportunity to lead that transformation and directly influence how our company operates for years to come.

We are a collaborative, fast-paced organization where innovation is encouraged, ideas are valued, and employees have the opportunity to make a measurable impact on the future of the company.

Reference Services, Inc. is a full-service professional background screening firm located in Evansville, IN. We are proud to be one of the few companies in the entire U.S. to be Nationally Accredited by the Professional Background Screening Association. With national clients in all industries, we are committed to delivering the highest quality data, unmatched compliance expertise, and superior customer service.