• Optimize the Salesforce Environment • Manage the day-to-day administration of Salesforce across sandbox, developer, and production environments • Configure and maintain custom objects, fields, page layouts, validation rules, flows, approval processes, dashboards, reports, and automations • Oversee user setup, permissions, profiles, roles, sharing rules, and access management • Identify opportunities to simplify processes, improve adoption, and maximize platform capabilities • Maintain strong system health through release updates, security reviews, health checks, and ongoing maintenance • Collaborate with stakeholders across Operations, Sales, Marketing, Customer Support, and IT to gather requirements and deliver scalable solutions • Translate business challenges into thoughtful Salesforce configurations and workflows • Act as a trusted advisor on Salesforce best practices, user experience, and process improvement • Communicate platform updates and enhancements clearly to end users and leadership • Help maintain clean, accurate, and reliable Salesforce data through automation, governance, and quality controls • Support reporting and dashboard development to drive business insights and decision-making • Assist with data imports, migrations, integrations, and ongoing system enhancements • Partner cross-functionally to improve operational reliability and reporting consistency • Provide day-to-day Salesforce support and troubleshooting for users across the organization • Help onboard and train new users while supporting ongoing enablement efforts • Monitor adoption and identify opportunities to improve user engagement and efficiency • You’ll work with integrated tools and platforms, including: AirCall, Pardot, Formstack, BigCommerce, Blackthorn, Stripe, NetSuite

• Serve as the primary administrator and internal platform expert for Salesforce and Certinia environments • Configure and maintain Salesforce workflows, automations, permissions, dashboards, reports, and custom objects • Support and optimize business processes across Sales Cloud and Service Cloud • Partner with business stakeholders to gather requirements and implement scalable platform solutions • Manage user setup, profiles, roles, security settings, and system access • Support integrations between Salesforce and third-party platforms • Assist with data management, data quality initiatives, and system governance • Troubleshoot system issues and provide end-user support and training • Collaborate with technical teams and external partners on platform enhancements and ongoing optimization • Maintain system documentation and support best practices around platform administration

• Customize and maintain the RainFocus Salesforce platform through declarative configuration (Flows, validation rules, page layouts, and custom fields). • Provide day-to-day end-user support, troubleshooting, and user management (roles, profiles, and permission sets). • Manage tasks and help tickets in a fast-paced environment, driving issues to resolution with a strong focus on customer satisfaction. • Work closely with stakeholders and business analysts to document, implement, and optimize system requirements. • Assist with environment maintenance, data hygiene, and basic release management (handling sandboxes and change sets). • Maintain accurate documentation of system configurations, processes, and user guides. • Work iteratively within a small, collaborative Agile team.

• Own day-to-day configuration, support, maintenance, and improvement of the Salesforce instance for the Commercial team. • Design, build, and maintain advanced workflows, automation, validation rules, approval processes, and page layouts using Salesforce Flow and other declarative tools. • Support and evolve integrated workflows between Salesforce and other systems (e.g., HubSpot, SalesLoft, LeanData, Slack). • Build and manage Slack integrations that enable real-time notifications, workflow automation, and improved collaboration across the Commercial organization. • Collaborate with Product Development’s Salesforce team to ensure scalable, secure, and aligned platform governance. • Partner with Sales, Enterprise Marketing (including HubSpot users), and Operations stakeholders to understand their business processes and translate them into scalable system solutions. • Analyze existing sales workflows and identify opportunities to streamline processes, reduce manual work, and improve pipeline visibility. • Ensure the accuracy and integrity of Commercial Salesforce data through monitoring, deduplication, and maintenance routines. • Design and maintain advanced reporting and dashboards that provide clear insights into pipeline health, sales performance, and operational efficiency. • Enable Commercial teams to access and utilize real-time data through dashboards, reporting frameworks, and best practices. • Be the go-to resource for troubleshooting, support, and training for Commercial Salesforce users. • Create documentation, training materials, and standard operating procedures for internal use. • Drive the roadmap for Commercial team Salesforce usage and future evolution of our GTM systems strategy with cross-functional input. • Operate with a builder’s mindset—taking ownership of near-term updates while recognizing the need to design the system for long-term growth.