• Manage and maintain Salesforce platform configurations, including user setup, roles, profiles, and permissions. • Create and manage custom objects, fields, page layouts, and record types. • Implement and maintain automation tools like workflows, process builders, and flows. • Perform data imports, exports, and data quality management. • Monitor system health, performance, and security. • Provide day-to-day support to users, addressing issues and training team members as needed. • Create and update documentation for automations and processes. • Flow error management: tracking and resolving flow issues. • Collaborate with stakeholders to gather and document business requirements. • Test and validate system changes to ensure accuracy and alignment with requirements. • Stay up to date on Salesforce platform updates and recommend best practices.

• Responsible for executing the configuration, support, maintenance and improvements of our SalesForce CRM system • Engages with sales, marketing, and IT teams to deliver system processes and capabilities of the SalesForce platform based on business needs • Provides administration and support of Salesforce database including but not limited to managing multiple user setups, profiles, and roles, customization of objects, fields, record types, page layouts and validations • Works with the Sales Management team to create and manage workflow rules, data validation, automation, and triggers; develops and creates customized reports and dashboards • Serves as liaison to the business to collect requirements, design project plans, and execution of new development requests to ensure the application is meeting business needs • Executes changes in accordance with IT change management and configuration processes • Establish and execute communication plans keeping all users informed of changes, new product updates, policies, and expectations • Liaise between Sales Team and IT to support customer needs for PacePort; train Sales Team on the use of PacePort • Provide training for new Sales Team members on "Action Selling" techniques

• Serve as primary administrator for Salesforce including day-to-day support requests • Manage troubleshooting issues, resolving system errors, and responding to user inquiries • Maintain system configuration including custom objects, fields, page layouts, validation rules, workflows, and flows • Support new user onboarding, training, and ongoing user adoption efforts • Partner with Rev Ops and leadership to continuously improve Salesforce usability and performance • Collaborate with Sales and Customer Success leadership to understand business processes and translate them into scalable Salesforce solutions • Identify process gaps and recommend system enhancements to improve efficiency and pipeline visibility • Implement automation (flows, workflows, approvals) to streamline sales and customer success processes and reduce manual work • Support pipeline management processes including opportunity stages, forecasting, and activity tracking • Create and maintain reports and dashboards to provide visibility into pipeline health, sales and customer success performance, and key KPIs • Ensure data integrity through regular audits, deduplication, and data governance best practices • Monitor and improve data quality standards across accounts, contacts, leads, and opportunities • Provide actionable insights to Sales leadership through reporting and analysis • Act as liaison between business users and technical teams for system enhancements and projects • Participate in cross-functional initiatives to improve revenue operations and customer lifecycle management • Provide ongoing training and documentation to support Salesforce adoption

The Salesforce Administrator will play a critical role in maintaining and optimizing the Salesforce platform to support the Sales organization. This role is responsible for system administration, data integrity, process automation, and enabling sales teams through improved usability and insights. Operates with moderate independence and reports directly to Director of Growth Operations  Responsibilities:    Salesforce Administration & Support  - Serve as primary administrator for Salesforce including …  - Manage day-to-day support requests including troubleshooting issues, resolving system errors, and responding to user inquiries  - Maintain system configuration including custom objects, fields, page layouts, validation rules, workflows, and flows  - Support new user onboarding, training, and ongoing user adoption efforts  - Partner with Rev Ops and leadership to continuously improve Salesforce usability and performance    Sales Process Optimization  - Collaborate with Sales and Customer Success leadership to understand business processes and translate them into scalable Salesforce solutions  - Identify process gaps and recommend system enhancements to improve efficiency and pipeline visibility  - Implement automation (flows, workflows, approvals) to streamline sales and customer success processes and reduce manual work  - Support pipeline management processes including opportunity stages, forecasting, and activity tracking  - Support Customer Success Account Plans, Cases and Opportunity management to ensure proper account tracking   Reporting & Data Management  - Create and maintain reports and dashboards to provide visibility into pipeline health, sales and customer success performance, and key KPIs  - Ensure data integrity through regular audits, deduplication, and data governance best practices  - Monitor and improve data quality standards across accounts, contacts, leads, and opportunities  - Provide actionable insights to Sales leadership through reporting and analysis    Cross-Functional Collaboration  - Partner with Sales, Marketing, Customer Success, and Rev Ops to ensure alignment across systems and processes  - Support integration between Salesforce and other sales tools (e.g., marketing automation, enrichment tools, CPQ, etc.)  - Act as liaison between business users and technical teams for system enhancements and projects  - Participate in cross-functional initiatives to improve revenue operations and customer lifecycle management   Sales Team Enablement  - Provide ongoing training and documentation to support Salesforce adoption  - Maintain a library of training videos  - Create user guides, best practices, and communication updates for system changes  - Support sales meetings and operational cadences with data and system insights  - Stay current on Salesforce releases, features, and industry best practices