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PitchBook · 4 days ago

Sr. Salesforce Administrator

Seattle, WA

Full-time

Onsite

Mid, Senior Level

$125K/yr - $150K/yr

5+ years exp

PitchBook, a Morningstar company, is seeking a Senior Salesforce Administrator to optimize and maintain their Salesforce ecosystem. This role involves configuring and customizing Salesforce to support various departments, collaborating with stakeholders, and enhancing user experience to meet business objectives.

AnalyticsFinanceVenture Capital

Culture & Values

No H1B

Responsibilities

Administer and configure Salesforce Sales Cloud, Salesforce Service Cloud, and Salesforce Experience Cloud to support the needs of different departments such as sales, finance, and customer service

Collaborate with stakeholders to gather requirements, design solutions, and implement changes within Salesforce

Develop and maintain custom objects, fields, formulas, workflows, validation rules, and process builder flows to automate business processes and improve data integrity

Manage user access, profiles, roles, permission sets, and security settings to ensure data privacy and compliance with company policies

Lead efforts to integrate Salesforce with other systems and third-party applications using APIs, middleware, and other integration tools

Monitor system performance, troubleshoot issues, and provide technical support to end-users

Stay updated on new Salesforce features and releases, assess their impact on existing configurations, and recommend enhancements

Create and maintain documentation, including user guides, process diagrams, and training materials

Participate in various company initiatives and projects as requested

Be a resource for other admins on the Team

Support the vision and values of the company through role modeling and encouraging desired behaviors

Participate in various company initiatives and projects as requested

Qualification

Salesforce Administrator certificationSalesforce Sales CloudSalesforce Service CloudSalesforce Experience CloudSalesforce configurationSalesforce customizationSQL queriesAgile methodologiesProblem-solving skillsEffective communicationInterpersonal skillsCollaboration

Required

Bachelor's degree in Computer Science, Information Systems, or related field

Salesforce Administrator certification (ADM 201) required

Minimum of 5 years of experience working as a Salesforce Administrator, with a focus on Salesforce Sales Cloud, Salesforce Service Cloud, and Salesforce Experience Cloud

Proficiency in Salesforce configuration, customization, and administration, including but not limited to custom objects, workflows, validation rules, and security settings

Experience with Salesforce Lightning Experience and Lightning App Builder

Strong understanding of relational databases and SQL queries

Excellent problem-solving skills and ability to analyze complex business requirements

Effective communication and interpersonal skills, with the ability to collaborate with stakeholders at all levels of the organization

Must be authorized to work in the United States without the need for visa sponsorship now or in the future