cover image
PitchBook

PitchBook

www.pitchbook.com

1 Job

1,545 Employees

About the Company

PitchBook is the leading resource for comprehensive data, research and insights spanning the global capital markets. Our unprecedented offerings are brought to life through the PitchBook Platform, a dynamic suite of products designed to help you win. Founded in 2007, CEO John Gabbert knew that his idea for an actionable, extensive database for private equity-focused intelligence was worth pursuing. The rest is PitchBook history. Since those early days, PitchBook has expanded its coverage areas to include the entirety of the global public and private markets. We’ve added thousands of datasets and millions of individual insights into the platform, and we’ve pioneered new features and products that surface the information our clients need. We look at every day as a new opportunity to meet and exceed our customers’ expectations through helping them make informed decisions that propel their firms forward. Now part of Morningstar, PitchBook is headquartered in Seattle, London, and Singapore with additional offices in New York and San Francisco.

Listed Jobs

Company background Company brand
Company Name
PitchBook
Job Title
Sr. Salesforce Administrator
Job Description
**Job Title:** Sr. Salesforce Administrator **Role Summary:** Lead the administration, configuration, and optimization of Salesforce Sales Cloud, Service Cloud, and Experience Cloud to support sales, finance, and customer service functions. Drive system efficiency, data integrity, and user adoption through custom development, security management, and integration with external applications. **Expectations:** - Deliver scalable Salesforce solutions that align with business objectives. - Collaborate with stakeholders across Sales, Marketing, Customer Success, Finance, and IT. - Stay current with Salesforce releases, evaluate impacts, and recommend enhancements. **Key Responsibilities:** - Administer and configure Salesforce Sales, Service, and Experience Clouds. - Gather requirements, design solutions, and implement changes. - Develop and maintain custom objects, fields, formulas, workflows, validation rules, and Process Builder flows. - Manage user access, profiles, roles, permission sets, and security settings. - Lead integration projects using APIs, middleware, and third‑party tools. - Monitor system performance, troubleshoot issues, and provide technical support. - Create and maintain documentation: user guides, process diagrams, training materials. - Mentor junior admins and serve as a knowledge resource. - Participate in cross‑functional projects and initiatives as needed. **Required Skills:** - Advanced Salesforce configuration, customization, and administration. - Proficiency in Salesforce Lightning Experience, Lightning App Builder, and Process Builder. - Custom object and field design, workflows, validation rules, security model management. - API integration experience (REST/SOAP) and middleware tools. - Relational database knowledge and SQL querying. - Strong analytical, problem‑solving, and communication skills. - Experience in an Agile environment (preferred). - Familiarity with Gong, LeanData, LinkedIn Sales Navigator, ZoomInfo (nice to have). **Required Education & Certifications:** - Bachelor’s degree in Computer Science, Information Systems, or related field. - Salesforce Administrator certification (ADM 201) – required. - Advanced Administrator (ADM 211) and Salesforce Certified Platform App Builder – preferred.
Seattle, United states
On site
Mid level
15-12-2025