• 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.

• 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