Serve as the primary system owner for Salesforce, overseeing platform architecture, governance, and administration.
Implement best practices for data integrity, user management, security, and system audits.
Act as the escalation point for complex technical or functional Salesforce issues.
Design and maintain the integrations between Salesforce and other revenue-related tools (Outreach, ZoomInfo, LeanData, SalesHood, etc.).
Develop a cohesive system architecture that supports end-to-end lead-to-cash processes and ensures data flows seamlessly across the tech stack.
Collaborate with RevOps, Sales, Marketing, Finance, Implementation, Field Teams and Customer Success to align system capabilities with business requirements.
Scope, plan, and prioritize system enhancements and new technology initiatives based on ROI and strategic impact.
Drive project timelines, budget, and resource allocation in collaboration with cross-functional teams.
Lead implementation efforts, including vendor evaluations, internal stakeholder management, and execution of go-live plans.
Act as an internal consultant to Sales, Marketing, and Customer Success leadership, translating their needs into scalable system solutions.
Continuously evaluate and refine go-to-market processes (e.g., lead routing, opportunity management, forecasting) within Salesforce and related tools.
Propose innovative solutions to improve pipeline visibility, drive revenue growth, and enhance the user experience.
Manage a small team of admins, analysts, or technical specialists, providing mentorship, guidance, and career development.
Partner closely with Revenue Operations, IT, and other functional teams to ensure alignment on data strategy, governance, and reporting.
Communicate effectively with stakeholders at all levels, providing regular updates on project statuses, system roadmaps, and KPIs.
Establish and maintain data standards, validation rules, and processes to ensure high levels of data quality.
Oversee reporting frameworks in Salesforce, ensuring cross-functional teams have access to accurate dashboards and analytics.
Leverage data insights to drive informed decision-making across the organization.
Requirements
Bachelor’s degree in Business, Information Systems, Computer Science, or a related field (or equivalent experience).
5+ years of Salesforce administration and configuration experience, including CPQ, and declarative development (Flows, Process Builder, custom objects/fields, validation rules).
Proven experience integrating Salesforce with revenue system tools (e.g., Outreach, ZoomInfo, LeanData, SalesHood, Netsuite) and other third-party applications.
Familiarity with data management best practices, including data hygiene, governance, and security protocols.
Prior experience managing a small team or acting as a “player-coach” with direct reports.
Track record of cross-functional collaboration and stakeholder management, including executive-level communication.
Demonstrated success in leading complex system projects from conception to launch, on time and within budget.
Strong organizational and project management skills, with the ability to handle multiple initiatives simultaneously.
Ability to translate business objectives into scalable technical solutions across the Salesforce platform and supporting tools.
Comfort using data analytics to drive decision-making, identify gaps, and recommend process enhancements.
Excellent interpersonal and communication skills, both written and verbal.
Adept at problem-solving in a fast-paced environment; able to adapt to shifting priorities.
Strong customer-centric mindset, committed to delivering an exceptional user experience.
Benefits
Medical
Dental
Vision
Flexible Spending Accounts
PTO
Paid and Floating Holidays
401k with Company match and immediate vesting
Company-funded Life Insurance
Employee Assistance Programs
No-cost Mental Health Benefits
Applicant Tracking System Keywords
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