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Senior Salesforce Administrator

1 month ago

San Mateo, United States BCI - Brokerage Consultants Inc Full time

Senior Salesforce Administrator (Sales Operations) | San Mateo (In Office)

Privately-owned, boutique asset manager/mutual fund company focused on U.S. small/mid-cap equities seeks Senior Salesforce Administrator to lead development/execution of sales operations strategies within Salesforce. Will play pivotal role in defining processes and optimizing revenue-generating activities while fostering cross-functional collaboration. Ideal candidate will build/configure/automate technology solutions to deliver business value, working with stakeholders/sales teams to define system requirements and customize the platform, enabling users to get the most out of Salesforce technology. Will evaluate/select/implement marketing automation system as part of the role. Given firm size, this hire will function as both Salesforce Administrator as well as a Business Analyst for Sales/Revenue Operations.

Responsibilities:
Develop/refine sales operations strategies in alignment with firm goals
Implement/improve processes to measure/enhance sales efficiency and streamline workflows/drive revenue growth
Lead enhancement of technology stack to support revenue operations and increase productivity
Handle fundamental Salesforce administrative functions including user account maintenance and workflows
Carry out regular internal Salesforce system audits/upgrades
Work with sales teams to set up personalized dashboards/fields/alerts/reports to shorten sales cycle and track every lead in greater detail; provide actionable insights by sales revenue data; recommend improvements
Play key role in strategic planning; contribute revenue-focused perspectives to drive firm growth
Foster a culture of continuous improvement/innovation/accountability
Collaborate with teams to ensure pipeline management/resource allocation and identify best practices

Requirements:
5+ years of hands-on Salesforce administration experience, ideally with Sales Cloud / Marketing Cloud
Certified Salesforce Administrator; additional certifications (Sales Cloud / Marketing Cloud) preferred
Bachelor's degree; strong Salesforce product knowledge; marketing automation experience highly preferred
Knowledge of basic triggers/Apex code and system integration experience with Outreach or Gong preferred; system integration experience with DST SalesConnect is a plus
Wants to work with a small business, wearing several hats and willing to be in-office 5 days/week

Our client will pay $100k-150k base salary (plus bonus) plus discretionary bonus. The salary can vary depending on factors such as skillset, experience, etc. In addition, employer offers generous and comprehensive benefits package including health, dental, vision, disability and life insurance, 401(k) and profit sharing.