JOB SUMMARY

The Salesforce Manager is responsible for driving operational excellence, process efficiency, and data-driven decision-making across the sales organization.

This role oversees sales systems (Salesforce), reporting, and forecasting ensuring that sales teams have the tools, insights, and processes they need to perform at their best.
The ideal candidate combines strong analytical and problem-solving skills with strategic thinking, business acumen, and a deep understanding of sales processes and CRM data.

JOB DESCRIPTION

Salesforce Platform Administration

• Integrate and manage supporting sales tools, including ZoomInfo, LinkedIn Sales Navigator, Pardot (Account Engagement), Introhive, Outlook Integration and e-signature or proposal platforms (e.g., DocuSign, Conga)
• Configure and customize Salesforce using declarative tools (Flows, Validation Rules, Dynamic Pages, Custom Report Types)
• Maintain profiles, permission sets, licenses, roles, and sharing settings to ensure proper data access and compliance
• Manage release updates and test new salesforce features
• Work cross-functionally with developers and architects to deliver enhancements
• Participate in UAT and release deployment activities
• Import, update, clean and transform data using Data Loader, Data Import Wizard, or third-party tools

User Enablement & Support

• Partner with sales, marketing and client services teams to align Salesforce functionality with business needs and to ensure smooth data flow and reporting alignment
• Train and support end users through documentation, workshops and knowledge articles
• Support daily operational requests such as user setup, record updates, and troubleshooting

Data Management & Reporting

• Partner with IT and data teams to maintain CRM-data alignment with the data warehouse, ensuring reliable and consistent metrics across systems
• Maintain data integrity, manage user access, and establish governance standards to ensure accurate reporting
• Develop reports and dashboards for performance tracking and executive visibility

Supervisory responsibilities

• Will lead and supervise subordinate team members

Work environment

• Work is conducted in a professional office environment with minimal distractions

Physical demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
• Must be able to lift up to 15 pounds at a time

Travel required

• Limited travel may be requested for attending events, conferences, or internal meetings

Required education and experience

• Bachelor’s degree in business, information systems, computer science, or a related field, or equivalent professional experience
• 5+ years of relevant experience
• Proven ability to analyze complex issues, think critically, and develop practical, scalable solutions
• Proficiency with Salesforce declarative tools and data management utilities
• Strong understanding of data governance, reporting, and automation best practices
• Excellent communication skills with the ability to translate technical concepts for business audiences

Preferred education and experience

• Advanced degree in business, information systems, computer science, or related discipline
• Experience leading or supporting Salesforce data governance or automation initiatives
• Background working in cross-functional environments bridging technology and business operations

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

WHO WE ARE

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

WHAT WE OFFER

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued