Job Specifications
Job Responsibilities
Administration (~60%)
Serve as the primary point of contact for Salesforce system configuration, maintenance, and enhancements.
Manage user setup, roles, profiles, permissions, and security settings.
Create and maintain page layouts, fields, record types, validation rules, flows, and approval processes.
Support sales teams with dashboards, reports, and pipeline visibility tools to enable informed decision-making.
Partner with the Sales Technology team to evaluate new Salesforce features and ensure system alignment with business needs.
Provide periodic training, documentation, and ongoing support for end-users to improve adoption and usability.
Environment management (Full, Partial and Dev. sandboxes)
Management and deployment of configuration change sets
Manage the deployment of other third-party applications (i.e. DST/SS&C SalesConnect)
Develop and manage dashboards and reports in Salesforce
Manage Salesforce Account Hierarchy and Territory Management rules, Execution
Coding / Customization (~20%)
Collaborate with developers and the Sales Technology team for technical solutions beyond declarative (point-and-click) capabilities.
Maintain and enhance custom objects, Apex triggers, Lightning components, and Visualforce pages where necessary.
Integrate Salesforce with other systems (e.g., marketing automation, data warehouses using ETL processes) using standard APIs or middleware tools.
Follow best practices for scalable and maintainable code, ensuring proper version control and documentation.
Partner with external vendors or internal developers when more complex development efforts are required.
Data Management & Quality (~20%)
Own data integrity across Salesforce, ensuring accurate, clean, and consistent records.
Design and run data import/export processes, including deduplication (using Cloudingo or Validity), enrichment, and cleansing.
Monitor data pipelines and resolve discrepancies between Salesforce and integrated systems.
Salesforce Administrator Certification (ADM 201 or equivalent).
3+ years of hands-on Salesforce administration experience in a business-facing role.
Strong knowledge of Salesforce configuration (profiles, roles, workflows, reports, dashboards, page layouts, record types).
Proven ability to manage users, security settings, and system permissions.
Data management expertise, including data import/export, deduplication, and data quality monitoring.
Strong analytical skills with experience in building reports and dashboards for business insights.
Experience gathering business requirements and translating them into Salesforce solutions.
Ability to serve as a liaison between sales teams and technology teams, ensuring user needs are clearly understood and addressed.
Experience conducting user training, providing documentation, and supporting adoption across business teams.
Excellent communication skills with the ability to translate technical solutions into user-friendly outcomes.
Collaborative mindset with experience working directly with sales, operations, or business stakeholders.
Additional Data management skills
Ability to handle Ad hoc data load request
Execute scheduled data maintenance
Qualifications
Experience in project management, Salesforce support, and administration (including third-party integrations such as Marketo, Concur, Zoom, DemandTools/DupeBlocker).
Salesforce certifications: Sales Cloud, Service Cloud, and Developer; additional certifications (Advanced Administrator, Platform App Builder) are a plus.
Strong data management skills with working knowledge of SQL, ETL tools, or middleware (e.g., MuleSoft, Informatica, Jitterbit, Dell Boomi) a plus.
Exposure to custom Salesforce implementations; experience with Apex, Visualforce, and Lightning Components for light coding/customization preferred.
Proficiency in MS Office, especially Excel (macros, pivot tables, charts).
Strong organizational, interpersonal, and communication skills, with ability to work independently in a deadline-driven, changing environment.
(Preferred) Experience supporting sales operations, revenue operations, or business intelligence teams, and partnering with stakeholders to improve sales processes and user experience.
(Preferred) Background in change management or end-user enablement (e.g., workshops, adoption campaigns, enablement materials).
(Preferred) Exposure to Sales Cloud and/or Marketing Cloud beyond core administration.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
Supervisory Responsibilities: This job has no supervisory responsibilities.
Experience/Education
3 to 5 years of experience required
Salesforce Administrator certification preferred
Bachelor's degree in Computer Science or Information Systems preferred
General knowledge of Salesforce data storage, security model, etc.
Compensation
If this position will be performed in whole or in part in New York City, the base salary range is $85,000 to 110,