Role Description We are seeking a highly detail-oriented Salesforce Systems Administrator to support our Sales and Marketing operations. This role will serve as the internal systems expert across CRM platforms, primarily HubSpot and Salesforce, ensuring data integrity, automation optimization, system enhancements, and day-to-day support. This person will act as a triage and hot-fix resource, supporting ongoing system needs while also partnering on larger strategic initiatives. The ideal candidate is experienced, autonomous, startup-minded, and comfortable operating in a fast-paced environment with minimal micromanagement. - Administer and optimize Salesforce and HubSpot systems - Build and refactor Salesforce Flows, permissions, validation rules, and Lightning pages - Manage HubSpot workflows and automations (80+ active workflows) - Maintain data integrity across accounts, contacts, leads, and custom objects - Troubleshoot system issues and implement hot fixes - Perform data uploads, cleansing, and bulk data manipulation (Excel proficiency preferred) - Ensure accurate data sync between HubSpot and Salesforce - Support reporting needs for Sales, Marketing, and RevOps - Collaborate cross-functionally and operate autonomously in a fast-paced environment Qualifications - 3+ years of CRM administration experience - Strong Salesforce experience (Admin-level knowledge) - Salesforce Admin Certification (strongly preferred) - Experience with Salesforce Flows (required) - Experience managing permissions, layouts, validation rules - Hands-on HubSpot administration experience - Strong understanding of CRM data structures - Excellent written and verbal communication skills - Experience working in startup or fast-paced environments - Comfortable working remote U.S. Eastern hours (9 AM – 6 PM EST) Benefits - Permanent remote work flexibility - Paid Time Off - Health Maintenance Organization (HMO) coverage - Annual performance bonuses - Dedicated coaches offer an extra channel of support and skill-building - Opportunities for professional growth

• Manage Salesforce projects to provide on-time, high-quality work to our customers. • Forecast project time, utilization, and revenue accurately and in a timely manner. • Manage and escalate risks, issues, and mitigation actions to assist in removing project work blockers. • Manage project financials, scope, and timelines, and prepare client-facing project status reports. • Facilitate meetings with clients to determine business and functional requirements. • Accomplish project objectives by breaking down projects into tasks, coordinating with the project team to complete tasks on time, and assigning appropriate resources. • Manage and grow direct reports. • Use DCS processes, best practices, and assets to ensure work is delivered with quality and consistency. • Identify new opportunities with existing clients to partner and grow the account. • Identify and understand each key stakeholder’s motivations, expectations, and role in their organization. • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards. • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.

• Administer and maintain the Salesforce Sales Cloud environment. • Configure and optimize Salesforce to support business processes. • Build and maintain automations using Salesforce Flow and other declarative tools. • Manage users, roles, profiles, permission sets, and security settings. • Create and maintain reports and dashboards for business stakeholders. • Perform data imports, data quality maintenance, and deduplication activities. • Troubleshoot system issues and provide end-user support. • Collaborate with business teams to gather requirements and implement solutions. • Support Salesforce releases, testing, and change management activities. • Document configurations, processes, and best practices.

• Manage user access, roles, profiles, and permission sets to ensure proper governance, data security, and compliance • Configure and maintain Salesforce automation tools, including Flows, Process Builder, Validation Rules, and Approval Processes • Perform data management tasks such as data imports, deduplication, data quality checks, and building advanced reports & dashboards for business insights • Monitor system performance, troubleshoot platform issues, and ensure stable and efficient Salesforce operations • Collaborate with business stakeholders to gather requirements and translate them into scalable Salesforce solutions • Support ongoing enhancements and participate in monthly release cycles, including testing, deployment, and documentation