Salesforce Administrator

The Salesforce Administrator will play a critical role in maintaining and optimizing the Salesforce platform to support the Sales organization. This role is responsible for system administration, data integrity, process automation, and enabling sales teams through improved usability and insights. Operates with moderate independence and reports directly to Director of Growth Operations 

Responsibilities:  

 Salesforce Administration & Support 

• Serve as primary administrator for Salesforce including … 

• Manage day-to-day support requests including troubleshooting issues, resolving system errors, and responding to user inquiries 

• Maintain system configuration including custom objects, fields, page layouts, validation rules, workflows, and flows 

• Support new user onboarding, training, and ongoing user adoption efforts 

• Partner with Rev Ops and leadership to continuously improve Salesforce usability and performance 

  Sales Process Optimization 

• Collaborate with Sales and Customer Success leadership to understand business processes and translate them into scalable Salesforce solutions 

• Identify process gaps and recommend system enhancements to improve efficiency and pipeline visibility 

• Implement automation (flows, workflows, approvals) to streamline sales and customer success processes and reduce manual work 

• Support pipeline management processes including opportunity stages, forecasting, and activity tracking 

• Support Customer Success Account Plans, Cases and Opportunity management to ensure proper account tracking 

 Reporting & Data Management 

• Create and maintain reports and dashboards to provide visibility into pipeline health, sales and customer success performance, and key KPIs 

• Ensure data integrity through regular audits, deduplication, and data governance best practices 

• Monitor and improve data quality standards across accounts, contacts, leads, and opportunities 

• Provide actionable insights to Sales leadership through reporting and analysis 

  Cross-Functional Collaboration 

• Partner with Sales, Marketing, Customer Success, and Rev Ops to ensure alignment across systems and processes 

• Support integration between Salesforce and other sales tools (e.g., marketing automation, enrichment tools, CPQ, etc.) 

• Act as liaison between business users and technical teams for system enhancements and projects 

• Participate in cross-functional initiatives to improve revenue operations and customer lifecycle management 

 Sales Team Enablement 

• Provide ongoing training and documentation to support Salesforce adoption 

• Maintain a library of training videos 

• Create user guides, best practices, and communication updates for system changes 

• Support sales meetings and operational cadences with data and system insights 

• Stay current on Salesforce releases, features, and industry best practices 

Requirements

• Bachelor’s degree (preferred) 

• Minimum 3–5 years of Salesforce Administration experience 

• Salesforce Administrator Certification (preferred) 

• Experience supporting Sales teams and revenue operations functions 

• Familiarity with sales tools and integrations (e.g., marketing automation, enrichment tools, reporting tools) preferred 

• Strong understanding of Salesforce functionality and administration 

• Proven ability to translate business requirements into system solutions 

• Experience building reports, dashboards, and automation within Salesforce 

• Strong data management and data quality experience 

• Excellent analytical, organizational, and problem-solving skills 

• Strong communication skills with ability to support both technical and non-technical stakeholders 

• Ability to manage multiple priorities in a fast-paced environment 

• Ability to work independently and collaboratively 

• Detail-oriented with strong documentation skills 

 Competencies:   

Manages Ambiguity & Complexity 

• Works through situations where factors of direction is not certain.  

• Comfortable working through change and can act on decisions without the total picture.  

• Researches the root cause of problems and collaborates with multiple sources to solve them. 

Balances Stakeholders & Manages Conflict 

• Anticipating and b