Sr. Salesforce Administrator

Pitchbook•Seattle, WA

47d•$125,000 - $150,000•Onsite

About The Position

Revenue Operations plays a critical role in ensuring financial success by improving the platforms, operations, and systems supporting our go-to-market teams. This team partners with Marketing, Sales, Customer Success, and Finance to deliver scalable and efficient processes across the customer lifecycle, from lead generation to revenue recognition. Revenue Operations is essential to achieving our company’s revenue and operational goals. As a Senior Salesforce Administrator at PitchBook, you will play a crucial role in optimizing and maintaining our Salesforce ecosystem to drive efficiency and productivity across Sales & Customer Success business functions. You will be responsible for overseeing the configuration, customization, and integration of Salesforce Sales Cloud, Salesforce Experience Cloud, and Salesforce Service Cloud to meet the evolving needs of our organization. This role requires a deep understanding of Salesforce best practices, strong analytical skills, and the ability to collaborate with cross-functional teams to implement solutions that enhance user experience and support our business objectives.

Requirements

Bachelor's degree in Computer Science, Information Systems, or related field
Salesforce Administrator certification (ADM 201) required; additional certifications such as Advanced Administrator (ADM 211) and Salesforce Certified Platform App Builder preferred
Minimum of 5 years of experience working as a Salesforce Administrator, with a focus on Salesforce Sales Cloud, Salesforce Service Cloud, and Salesforce Experience Cloud
Proficiency in Salesforce configuration, customization, and administration, including but not limited to custom objects, workflows, validation rules, and security settings
Experience with Salesforce Lightning Experience and Lightning App Builder
Strong understanding of relational databases and SQL queries
Excellent problem-solving skills and ability to analyze complex business requirements
Effective communication and interpersonal skills, with the ability to collaborate with stakeholders at all levels of the organization
Experience working in an Agile environment and familiarity with Agile methodologies is a plus

Nice To Haves

Experience with Gong, LeanData, LinkedIn Sales Navigator, and ZoomInfo

Responsibilities

Administer and configure Salesforce Sales Cloud, Salesforce Service Cloud, and Salesforce Experience Cloud to support the needs of different departments such as sales, finance, and customer service
Collaborate with stakeholders to gather requirements, design solutions, and implement changes within Salesforce
Develop and maintain custom objects, fields, formulas, workflows, validation rules, and process builder flows to automate business processes and improve data integrity
Manage user access, profiles, roles, permission sets, and security settings to ensure data privacy and compliance with company policies
Lead efforts to integrate Salesforce with other systems and third-party applications using APIs, middleware, and other integration tools
Monitor system performance, troubleshoot issues, and provide technical support to end-users
Stay updated on new Salesforce features and releases, assess their impact on existing configurations, and recommend enhancements
Create and maintain documentation, including user guides, process diagrams, and training materials
Participate in various company initiatives and projects as requested
Be a resource for other admins on the Team
Support the vision and values of the company through role modeling and encouraging desired behaviors
Participate in various company initiatives and projects as requested