Job Description
- Job Description:
- Serve as a primary administrator for Salesforce, supporting Sales Cloud, Service Cloud, and Experience Cloud.
- Design, build, and maintain automation using Salesforce Flow, validation rules, and scalable configuration best practices.
- Support advanced customization needs where applicable (Apex is a bonus, but not required).
- Partner closely with Marketing, Sales, Customer Experience, and leadership to understand business objectives and translate them into scalable operational solutions.
- Act as a discovery-driven problem solver: gather requirements, challenge assumptions, and design solutions that drive measurable outcomes (not just ticket fulfillment).
- Own and improve GTM systems integrations and workflows across the revenue tech stack (Salesforce, HubSpot, support tools, scheduling tools, enrichment platforms, etc.).
- Maintain strong data governance across pipeline, activity, forecasting, lifecycle, and customer reporting to ensure trust in business decision-making.
- Build and maintain dashboards and reporting outputs for leadership using Power BI or comparable BI tools.
- Identify trends in revenue data and proactively generate insights (pipeline health, stage conversion, funnel bottlenecks, adoption drop-off, churn risk indicators).
- Improve frontline productivity by designing systems that reduce manual CRM burden and increase automation of data capture wherever possible.
- Build processes and workflows with a strong bias toward scalability, consistency, and long-term maintainability.
- Aggressively reduce or prevent tech debt by avoiding brittle solutions and designing with future growth in mind.
- Drive adoption by anticipating friction points and creating workflows that align with how teams actually operate (not how we wish they operated).
- Requirements:
- 3+ years of experience in Revenue Operations, Sales Operations, Salesforce Administration, or a similar GTM systems role.
- Strong hands-on Salesforce administration experience, including: Sales Cloud (required), Service Cloud, Mulesoft, and/or Experience Cloud.
- Automation via Salesforce Flow.
- User permissions, data model management, validation rules, and scalable configuration.
- Strong ability to translate business problems into operational system design, with an emphasis on simplicity and maintainability.
- A proactive, consultative mindset: you are not an order taker, and you’re comfortable pushing for clarity before building.
- Strong understanding of funnel mechanics (pipeline, stage progression, conversion, forecasting, renewals).
- High comfort level with data analysis and operational reporting, including dashboard design and KPI development.
- Experience building reports and analytics in Power BI or similar tools (Tableau, Looker, etc.).
- Interest in leveraging AI-enabled tools that improve productivity and insight, with a disciplined focus on solutions that create real user and buyer value (not gimmicky automation that creates noise or erodes trust).
- Strong user empathy and business savvy.
- Comfort with frontline teams who dislike CRM admin work, and the ability to creatively reduce that burden through automation and smart system design.
- Strong attention to detail and high standards for data quality.
- Ability to operate independently, prioritize effectively, and thrive in a fast-moving environment.
- Benefits:
- Competitive compensation and benefits.
- Flexible work environment.
- The opportunity to build and shape a premium support function with measurable customer impact.
- A collaborative culture with close partnership across Support, Engineering, Product, and Customer Success.
- Professional growth within a scaling SaaS organization.
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