• Configure and maintain Salesforce, including objects, fields, page layouts, apps, record types, flows, validation rules, and approval processes. • Manage user accounts, licenses, roles, profiles, permission sets, and sharing rules to ensure secure and appropriate access. • Build and maintain reports and dashboards to support pipeline management, forecasting, quota tracking, contracting, invoicing, and revenue performance analysis for RevOps and GTM/Finance leadership. • Partner with the Director of Revenue Operations and GTM leaders to gather requirements, design solutions, and prioritize a roadmap of Salesforce and RevTech enhancements. • Design and maintain automation (primarily with Flow) to streamline lead management, opportunity progression, renewals, and other revenue‑critical processes. • Maintain high data quality through regular audits, deduplication, data enrichment, and adherence to RevOps data governance standards. • Monitor system health, manage releases, coordinate sandbox usage, and ensure readiness for Salesforce updates and new features. • Provide Tier 1–2 support for Salesforce and related RevOps tools, resolving issues, documenting fixes, and escalating complex problems as needed. • Create and deliver training, enablement materials, and documentation to drive adoption and consistent use of Salesforce across go‑to‑market teams. • Collaborate on integrations and AppExchange tools owned by Revenue Operations (e.g., dialers, conversation intelligence, enrichment, forecasting tools) to ensure data consistency and process alignment.

• Manage all aspects of user and license administration, including setup, deactivation, roles, profiles, and permission sets • Provide timely triage and resolution for user support tickets and technical inquiries • Build and maintain custom reports and dashboards to provide actionable insights for sales and marketing teams • Document system processes, custom configurations, and standard operating procedures to maintain an internal knowledge base • Execute Salesforce configuration changes such as custom fields, objects, lightning pages, and flow automation • Conduct user training sessions and develop supporting materials to improve platform competency • Gather and document requirements from stakeholders to translate business needs into technical solutions • Monitor user adoption rates and gather feedback to identify areas for system improvement • Assist with regular data hygiene tasks, including deduplication and mass updates using Data Loader • Assist with testing and QA in sandbox environments to ensure successful deployments

• Actively participate in the proper configuration and utilization of the organization's CRM platform. • Be a subject matter expert ready to craft and develop solutions to ever-changing business needs • Create and maintain excellent documentation of processes and solutions. • Participate in team discussions centered on transforming business requirements into system improvements, using best practices, and identifying opportunities for additional improvements

• Guide Salesforce-related initiatives, facilitating communication between cross-functional teams to ensure alignment with business goals aimed to further develop internal efficiencies • Lead comprehensive assessments of organizational capabilities to identify areas for improvement, providing actionable insights and recommendations to enhance efficiency and effectiveness • Customize Salesforce applications, including advanced object modeling, field configurations, record types, and page layouts, to meet dynamic business requirements • Develop and maintain complex Flows, data integration tools, and APIs to ensure a seamless integration between Salesforce and other enterprise applications • Collaborate with stakeholders to gather detailed requirements for new processes and initiatives, translating business needs into technical specifications and actionable plans • Oversee support intake channels, ensuring timely resolution of issues and continuous improvement of user experience • Liaise with stakeholders and leadership to communicate project progress, challenges, and opportunities, fostering a culture of transparency and collaboration