StepStone Group · 4 months ago
Senior Salesforce Platform Manager
117 Kendrick St, Needham Heights, MA 02494, USA
Full-time
Onsite
Senior Level
7+ years expStepStone Group is part of Appcast, the global leader in programmatic recruitment advertising technology and services. The Senior Salesforce Platform Manager will oversee Salesforce operations, ensuring optimal alignment with business goals while providing technical leadership and support to enhance platform adoption and effectiveness.
BankingFinancial ServicesFinTechReal Estate InvestmentVenture Capital
Responsibilities
In collaboration with senior leaders, execute a long-term comprehensive Salesforce strategy that aligns with company objectives, ensuring the platform supports and enhances business processes
Lead Salesforce-related projects, from initial scoping and planning to execution, ensuring timely delivery and successful outcomes
Serve as the primary point of contact for Salesforce initiatives, collaborating with senior management, sales, delivery, COE, marketing, and other departments to gather requirements and provide tailored and scalable Salesforce solutions
Evaluate and recommend Salesforce products and features to improve productivity, efficiency, and customer engagement
Provide training and support to end-users, ensuring they have the skills and knowledge to effectively use Salesforce and connected systems
Stay updated with the latest Salesforce trends, tools, and best practices, and ensure the team is equipped with relevant certifications and training
Lead the implementation, configuration, and ongoing optimization of Salesforce, ensuring it delivers maximum value by continuously improving workflows, processes, and integrations
Work closely with legal and other internal stakeholders to ensure data integrity, security, and compliance within Salesforce
Partner with business units such as Financial Operations, IT, and Product Development to troubleshoot technical issues, identify improvement opportunities, and drive cross-system synergy with Salesforce
Manage complex Salesforce integrations (e.g., CPQ, Appcast Portal, Hubspot, Outreach, ZoomInfo, LeanData, etc), ensuring seamless data flow and process alignment
Drive implementation and alignment of Salesforce with other system/sub-systems and data governance processes, as required
Develop and manage dashboards, reports, and analytics within Salesforce, providing actionable insights to key stakeholders
Monitor Salesforce performance and usage, making data-driven recommendations to optimize processes and improve outcomes
Collaborate with business units to define and track KPIs, ensuring Salesforce is a driver of business growth
Lead the training and enablement of internal Salesforce administration teams to ensure proficient user of Salesforce and connected systems, focusing on improving adoption and effectiveness
Foster a culture of continuous learning by staying up-to-date with trends, tools, and certifications, ensuring that the Salesforce team as a whole is equipped with the necessary skills to meet evolving platform demands
Qualification
Required
Proficient with Lightning, Salesforce CPQ (Configure, Price, Quote), Outreach, ZoomInfo or other platforms that integrate with Salesforce
Skilled in stakeholder engagement and cross-functional collaboration across diverse business units
Expertise in mapping processes and systems to align with the end-to-end customer journey
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Ability to work independently and as part of a team
Knowledge of best practices in data management and data security
Bachelor's degree in a related field or equivalent work experience
7+ years' experience working in Revenue, Sales or Business Operations
3+ years of experience as a Salesforce Certified Administrator with a deep understanding of the platform's features and capabilities
Proven experience in Salesforce strategy, implementation, and optimization, with a strong understanding of Salesforce architecture and best practices
Previous experience managing Salesforce projects including defining project scope, creating a project plan, resource management, monitoring and controlling, and closing projects
Benefits
Competitive compensation
Comprehensive benefits
Dedicated employee networks
Fun gatherings
Delicious food
Company
StepStone Group
StepStone Group provides investors with customized portfolios that integrate primaries, secondaries, and co-investments.
1001-5000 employees
H1B Sponsorship
StepStone Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (10)
2024 (10)
2023 (9)
2022 (4)
2021 (6)
2020 (6)
Funding
Current Stage
Public CompanyTotal Funding
$205M2024-09-09Post Ipo Secondary· $205M
2020-09-16IPO
Leadership Team
Scott Hart
Chief Executive Officer
Andy Jones
Senior Managing Director
Recent News
2026-01-08
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2026-01-08
Company data provided by crunchbase