Senior Salesforce Administrator

About the role

The Sr. Salesforce Administrator oversees and supports the corporate customer relationship management systems, providing accurate and timely consolidated reporting of sales and other operational data. This role supports administration and management of multiple applications and associated processes within the Salesforce platform.

Responsibilities

• We are seeking a seasoned Salesforce Administrator who possesses a proven track record in developing comprehensive budget assessments for Salesforce systems and vigilantly monitoring maintenance costs—skills that are crucial for devising effective cost-saving strategies.
• Centralize the strategy of leveraging current CRM systems across Priority including merging, migrating from different systems and adding new business lines.
• Understand the sales, commissions, and support team processes related to support existing business lines.
• Drive centralized and standard lead-to-contract processes.
• Serve as a technical advisor to the executive team for strategic planning purposes, specifically in CRM system deployment, automation, and harmonization across multiple lines of business and entities.
• Develop and lead requirements gathering sessions with sales and support teams focused on improving lead-to-cash processes.
• Ensure user experience of the CRM system is optimized and drives adoption by measuring increased usage month over month.
• Develop and maintain strong relationships between Commercial Operations, Accounting, Finance, IT, and Business Intelligence teams to collaboratively understand and solve problems.
• Communicate scope of enhancements and value drivers during prioritization planning sessions.
• Serve as one of the systems administrators and subject matter experts for all CRM systems, including development and oversight of the policies and processes leveraging these applications.
• Liaise with software application vendors, manage 3rd party support, and oversee escalation and closure of any system bugs or issues.
• Leverage expertise in Salesforce to implement enhancements for dashboards, workflows, views over time to decrease external cost of support.
• Participate in Agile cadence such as standup meetings, backlog grooming sessions, review, and retrospective meetings.
• Provide operational support to Commercial Ops, especially to aid in lead to contract conversion, RFP tracking, and commissions processing tracking and reporting.
• Support CRM system user communities by developing enterprise-wide training, communications, and presentations to increase proficiency levels and manage change.
• Support corporate business system audits and SOX compliance requirements.
• Proactively analyze applications to identify integration opportunities, process/configuration optimization, or master data management enhancements, etc.
• Partner with Business Intelligence teams to automate reporting environments to enable self-service review of financial forecasting & budgeting, goal reporting, key performance metrics, or other key data points.
• Provide operational support to Finance, specifically for customer master data management, sales pipeline and deal tracking/ analytics reporting, contract data including REP and sales commissions detailed support for monthly accruals and forecasts.
• Prepare ad-hoc analysis at the request of the CCO, CFO, or CTO.

Requirements

• Individual who thrives in a fast-paced, dynamic environment with multiple competing priorities and who finds satisfaction in being accountable to accomplish results quickly and accurately.
• Proven ability to work with and influence executives and cross-functional senior management.
• Qualified candidates will demonstrate expertise in developing budget assessments, monitoring system maintenance costs, and implementing cost-saving strategies within a Salesforce environment.
• Comfortable with ambiguity, an openness to change, and a dedication to meeting company goals with a collaborative spirit.
• Team player mentality & self-motivated.
• Bachelor’s degree in business, MIS, CIS, or related field.
• 4+ years of progressive experience in CRM systems management or systems consulting with mid-to-large companies and focused on enterprise applications.
• Experience with core SAAS CRM tools or custom CRM tools, Integrated applications: Salesforce (customer relationship management tool, RFP management), Salesforce integrations with contract management systems (ie.ContractSafe or Conga, Docusign), Sales Commission systems (ie. Salesforce, Edge on Demand).
• Demonstrated leadership within transformative projects for cross-functional organizations implementing improvements for planning, reporting, forecasting, and controls.
• Experience implementing or following IT controls.
• Strong business acumen, project management and analytical skills, accuracy, and attention to detail.
• Ability to influence cross-functional teams and collaboratively solve problems.

Preferred Job Skills & Qualifications

• Worked in an Agile environment where continuously reviewed business needs, refined priorities, outlined deliverables, and identified risks.
• Experience with acquisitions and integration of processes into central CRM systems.
• Knowledge of Data Warehousing principles and dimensional models and how data is sourced.
• Experience with SDLC tools such as Atlassian or JIRA.
• Salesforce Administrator Certification, Salesforce Trailhead Badges, Certified Product Owner Certification, or demonstrated continued learning in similar areas.