Salesforce Admin

Overview

We are seeking a highly analytical and detail-oriented Salesforce Administrator to support and scale our sales organization. This role will be embedded within the sales team and will play a critical role in enabling performance through data, reporting, and system optimization. The ideal candidate will be responsible for building and maintaining reports and dashboards, ensuring data integrity, and providing actionable insights that drive revenue growth and operational efficiency.

This individual will act as a strategic partner to sales leadership, helping translate business needs into scalable Salesforce solutions while maintaining a strong focus on pipeline visibility, forecasting accuracy, and process adherence.

Key Responsibilities

Salesforce Administration & Optimization

Serve as the primary Salesforce administrator supporting the sales organization

Manage user roles, profiles, permissions, and overall system configuration

Maintain system hygiene, including data quality, deduplication, and process enforcement

Support ongoing Salesforce enhancements aligned with sales processes and business needs

Reporting & Dashboards

Design, build, and maintain real-time dashboards and reports to track key sales KPIs (pipeline, conversion rates, activity metrics, forecasting, etc.)

Provide visibility into sales performance at both individual and team levels

Continuously refine reporting to ensure accuracy, usability, and alignment with leadership expectations

Data Analytics & Insights

Analyze sales data to identify trends, gaps, and opportunities for improvement

Partner with sales leadership to deliver actionable insights that improve conversion, pipeline health, and revenue outcomes

Support initiatives such as lead scoring, conversion tracking, and activity analysis

Sales Process Enablement

Collaborate with sales leadership to define and enforce sales processes within Salesforce

Ensure proper stage progression, activity tracking, and pipeline hygiene

Support cadences, workflows, and automation that drive rep productivity and consistency

Light Development & Automation

Build and maintain basic automations (Flows, validation rules, workflow rules)

Support small-scale development needs to improve efficiency and user experience

Partner with technical resources when more advanced development is required

Cross-Functional Collaboration

Work closely with Sales, Marketing, Finance, and Operations to ensure alignment across systems and reporting

Support data initiatives tied to marketing performance, lead management, and revenue attribution

Qualifications

2–5+ years of experience as a Salesforce Administrator in a sales-driven environment

Salesforce Administrator Certification preferred

Hands-on experience with:

o Sales Cloud

o Sales Engagement (HVS)

o Account Engagement (Pardot)

Experience working with integrated applications, including:

o RingCentral

o Zapier

o Einstein Activity Capture (EAC)

o Microsoft 365

o QuickBooks

Experience with Agentforce is a plus, but not required

Strong experience building reports, dashboards, and data visualizations

Proficiency in Salesforce data management and process automation (Flows, validation rules, etc.)

Analytical mindset with the ability to translate data into actionable insights

Strong understanding of sales processes, pipeline management, and forecasting

Experience supporting high-volume sales teams preferred

Excellent communication skills with the ability to work cross-functionally

Success Metrics

Accuracy and adoption of Salesforce reporting and dashboards

Improvement in pipeline visibility and forecasting reliability

Reduction in inactive or unworked opportunities

Increased adherence to sales processes and activity tracking

Measurable impact on conversion rates and sales productivity

Why This Role Matters

This role is critical to building a world-class, data-driven sales organization. The Salesforce Administrator will serve as the backbone of our sales infrastructure, ensuring our team has the tools, insights, and systems needed to execute at a high level and consistently deliver results