Sr. Salesforce Administrator
PitchBook Data
Seattle, WA
JOB DETAILS
SALARY
$125,000–$150,000 Per Year
JOB TYPE
Full-time, Employee
SKILLS
Agile Programming Methodologies, Analysis Skills, Application Builders, Application Programming Interface (API), Best Practices, Business Analysis, Business Support, Cloud Computing, Communication Skills, Computer Science, Corporate Compliance, Corporate Policies, Cross-Functional, Customer Support/Service, Data Quality, Diversity, Ecosystems, Employee Assistance Plan, Finance, Flexible Spending Accounts, Help Desk, Identify Issues, Information Technology & Information Systems, Interpersonal Skills, Lead Generation, Marketing, Matching Gift Programs, Mentoring, Middleware, Operational Support, Performance Analysis, Problem Solving Skills, Process Flow, Process Improvement, Relational Databases (RDBMS), Requirements Management, Revenue Recognition, SQL (Structured Query Language), Sales, Salesforce.com, Systems Administration/Management, Team Player, Technical Support, Training Program, Tuition Reimbursement, User Documentation, User Interface/Experience (UI/UX)
LOCATION
Seattle, WA
POSTED
30+ days ago
Our extensive learning programs and mentorship opportunities help us create a culture of curiosity that pushes us to always find new solutions and better ways of doing things. The combination of a rapidly evolving industry and our high ambitions means there's going to be some ambiguity along the way, but we excel when we challenge ourselves. We're willing to take risks, fail fast, and do it all over again in the pursuit of excellence.
If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you.
About the Role:
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.
Primary Job 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
Skills and Qualifications:
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 have: Experience with Gong, LeanData, LinkedIn Sales Navigator, and ZoomInfo
Must be authorized to work in the United States without the need for visa sponsorship now or in the future
Benefits + Compensation at PitchBook:
Physical Health
Comprehensive health benefits
Additional medical wellness incentives
STD, LTD, AD&D, and life insurance
Emotional Health
Paid sabbatical program after four years
Paid family and paternity leave
Annual educational stipend
Ability to apply for tuition reimbursement
CFA exam stipend
Robust training programs on industry and soft skills
Employee assistance program
Generous allotment of vacation days, sick days, and volunteer days
Social Health
Matching gifts program
Employee resource groups
Subsidized emergency childcare
Dependent Care FSA
Company-wide events
Employee referral bonus program
Quarterly team building events
Financial Health
401k match
Shared ownership employee stock program
Monthly transportation stipend
*Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment.
Compensation
Annual base salary: $125,000-$150,000
Target annual bonus percentage: 10%
Working Conditions:
At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments-those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices-that simply can't be replicated remotely. This role is expected to be in the office 5 days a week.
The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.
We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.
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PitchBook appreciates and respects diversity, and as such, we are an equal opportunity employer.
About the Company
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