Associate Salesforce Administrator

PitchBook Data•Seattle, WA

1d•Onsite

About The Position

The GTM Systems team within Revenue Operations builds and evolves the systems that enable go-to-market execution, operational scale, and reliable reporting. We operate as an internal product and platform organization: clarifying stakeholder needs, aligning cross-functionally, and delivering durable solutions with a bias for simplicity, data quality, and user experience. PitchBook is looking for an Associate Salesforce Administrator to support day-to-day administration of our Salesforce platform. In this role, you will complete configuration work, manage user access and permissions, and help ensure the platform remains secure, reliable, and easy to use for our internal teams.

Requirements

1+ years of experience administering Salesforce (or equivalent hands-on platform administration experience supporting business users)
Foundational knowledge of Salesforce configuration (fields, layouts, validation rules, record types) and the Salesforce security model (profiles, permission sets, roles, sharing)
Ability to manage user onboarding/offboarding tasks accurately and with a high level of confidentiality
Strong troubleshooting skills, attention to detail, and the ability to follow defined change management processes
Clear written and verbal communication skills and a customer-service mindset when supporting internal stakeholders
Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily
Must be authorized to work in the United States without the need for visa sponsorship now or in the future

Nice To Haves

Bachelor’s degree or equivalent preferred
Salesforce Administrator Certification (ADM 201) preferred; willingness to obtain within the first 6 to 12 months if not already certified
Experience working in a ticketing system and/or an Agile environment is a plus

Responsibilities

Perform basic Salesforce configuration including creating and updating custom fields, objects (as applicable), page layouts, record types, picklists, validation rules, and related metadata under established standards
Support Salesforce security and access management: user provisioning and deprovisioning, license assignment, role hierarchy updates, profiles, permission sets, permission set groups, public groups, queues, and sharing settings (under guidance)
Maintain and troubleshoot permissions and access issues, partnering with IT/Security and system owners as needed
Support routine operational tasks such as sandbox refresh coordination, change tracking, and promoting simple changes using established deployment processes
Assist with intake and triage of admin requests via ticketing workflows, communicating status and timelines and ensuring issues are documented and resolved
Help improve data quality by supporting standard processes (e.g., required fields, validation, duplicate prevention), assisting with cleanup efforts, and escalating systemic issues
Create and maintain clear documentation for configurations, procedures, and common support issues to enable consistent administration and self-service
Participate in platform release activities by reviewing Salesforce release notes, completing assigned testing, and supporting user communications for minor updates
Support the vision and values of the company through role modeling and encouraging desired behaviors
Participate in various company initiatives and projects as requested