• Manage all aspects of user and license management, including creating/deactivating user accounts • Implement configuration changes, including custom objects, fields, record types, page layouts • Perform regular data audits, deduplication, and cleansing activities • Create and maintain custom reports and dashboards • Design, build, and optimize business processes and workflows • Monitor system performance, install and test updates • Develop training materials and conduct ongoing user training sessions • Assist with the management and integration of third-party applications

• Own day-to-day administration and optimization of Salesforce (Sales Cloud and integrated tools). • Design and implement scalable configurations, custom objects, validation rules, and approval processes aligned with GTM workflows. • Build and maintain complex automations using Salesforce Flows to streamline critical RevOps processes. • Manage sandbox-to-production deployments and oversee system maintenance and updates. • Maintain high data quality through governance standards, cleanup initiatives, and scalable process design. • Troubleshoot user issues and improve platform adoption through enablement and documentation. • Partner with Sales, Marketing, CS, and Finance to translate business needs into system improvements. • Support and optimize integrations with GTM tools (e.g., Apollo, Chili Piper, Gong, Clari, HubSpot). • Collaborate with GTM Systems, Product, and Engineering to ensure reliable data flows and reporting accuracy.

• Serve as an administrator for JED’s Salesforce NPSP instance, focusing on assigned tasks • Manage user accounts, profiles, and page layouts as directed • Implement customizations in Salesforce, including creating and maintaining custom fields, workflows, and validation rules based on provided requirements • Assist with data integrity by performing regular data cleanup, de-duplication of records, and audits as assigned • Execute routine and complex data migration, integration, and mass-update tasks using Salesforce Data Loader, Data Import Wizard, or similar tools (e.g., Jetstream) • Support Salesforce updates and help test new features or third-party applications in sandbox environments before deployments • Build and maintain reports and dashboards to meet stakeholder requests • Provide timely and effective technical support to all staff by managing and resolving issues through an internal ticketing system • Assist in updating and maintaining clear documentation (user guides) for Salesforce processes

• Configure and maintain Salesforce objects, fields, page layouts, record types, validation rules, and security settings to support evolving business processes and uphold platform configuration standards. • Design, build, and maintain Salesforce Flows (record-triggered, screen, subflows, and scheduled) to automate and streamline workflows, establishing reusable, scalable automation patterns. • Evaluate business and functional requirements and determine the appropriate automation approach in partnership with analysts and developers. • Partner closely with developers on solutions that combine declarative configuration and programmatic components, providing guidance on Salesforce best practices and configuration impacts. • Support sprint-based delivery, including build, test, deployment, and post-release validation activities. • Perform data loads, data updates, and ongoing data quality maintenance to ensure accuracy and integrity. • Serve as a primary escalation point to troubleshoot and resolve complex Salesforce issues and user requests, coordinating with analysts and developers as needed. • Define and maintain documentation, standards, and continuous improvement practices for the Salesforce platform and related processes.