• Lead configuration, optimization, and end-user support of Salesforce • Build, maintain, and troubleshoot complex Salesforce Flows • Manage custom objects, fields, validation rules, workflows, approval processes, and security settings • Optimize integrations across key sales tools (DocuSign, HubSpot, Outreach, ZoomInfo, etc.) • Own data integrity: imports, de-duping, cleanup, and governance • Establish change management best practices for testing, deployment, and documentation • Gather business requirements and translate them into scalable Salesforce solutions • Identify system inefficiencies and proactively implement improvements • Develop training and documentation to drive adoption

• Serve as the primary point of entry for all system administration requests within your assigned customer environments. • Partner directly with customers to ensure each environment is reviewed, tested, and fully aligned with every Clariti and Salesforce release, anticipating risk and proactively identifying optimization opportunities. • Proactively communicate required activities, prepare customers for upcoming changes, and ensure they are properly enabled for each update. • Own ongoing maintenance activities, including sandbox refreshes, utilization monitoring, and internal access management, with accountability for overall system health and stability. • Collaborate with Technical Support to implement system changes resulting from troubleshooting efforts, ensuring updates are executed accurately and efficiently. • Manage customer expectations with clarity and professionalism to deliver an exceptional customer experience. • Partner with leadership and cross-functional teams to navigate politically sensitive or highly complex technical issues, ensuring timely resolution and customer confidence. • Build and maintain deep technical expertise across Clariti products and relevant third-party platform functionality. • Contribute to and expand knowledge base materials to drive operational efficiency and empower the broader support community. • Provide support to the wider Technical Support team as we scale and expand our capabilities.

• 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.