Sales Technology Administrator
About The Position
The Sales Technology Administrator owns the sales technology ecosystem end-to-end - from CRM administration and workflow automation to platform integrations, data quality, and user adoption. This is a new headcount role built to give the sales organization the technical infrastructure it needs to operate at scale. This is not a traditional CRM ticket-taker. The ideal candidate operates as a strategic systems owner who identifies operational bottlenecks, builds scalable automations, and ensures every platform in the stack is working together to support seller productivity. Must be comfortable working independently in a fast-moving, lightly structured environment.
Requirements
- 3–7+ years in Sales Operations, Revenue Operations, or Sales Systems Administration
- Strong, hands-on Salesforce administration experience - must be able to build, not just manage
- Direct experience administering Salesloft and Gong
- Demonstrated experience with workflow automation and operational reporting
- Ability to problem-solve and execute independently without heavy oversight
- Comfort operating in evolving, entrepreneurial environments with limited structure
Nice To Haves
- Salesforce Administrator certification
- Financial services, fintech, insurance, or wealth management experience
- Experience supporting advisor-facing or B2B distribution sales organizations
- Familiarity with ZoomInfo, BI/reporting tools, and RevOps ecosystems
Responsibilities
- Administer and continuously optimize Salesforce - user management, workflows, dashboards, page layouts, validation rules, opportunity management, and automation
- Maintain sales process governance and CRM data integrity across the full pipeline
- Improve pipeline visibility, forecasting workflows, and operational reporting infrastructure
- Build and maintain KPI dashboards that support sales leadership and management accountability
- Own and optimize the full sales technology ecosystem: Salesforce, Salesloft, Gong, ZoomInfo, Outlook integrations, and reporting/BI tools
- Manage integrations and data flow between platforms to ensure clean, connected workflows
- Troubleshoot platform issues and coordinate vendor support when necessary
- Evaluate and recommend new tools and process improvements that drive seller efficiency
- Build scalable automations that reduce manual work and improve the advisor and seller experience
- Identify and systematically resolve operational bottlenecks across platforms
- Support launch execution for new workflows, campaigns, and go-to-market initiatives
- Build and maintain dashboards and operational reporting tied to pipeline, activity, onboarding, and productivity metrics
- Partner with FP&A and Sales Ops on reporting consistency and leadership visibility
- Drive platform adoption and best practices across the sales organization
- Create documentation, process guides, and deliver onboarding and ongoing system training for field users
Benefits
- Competitive base salary and performance bonus.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
