Sr Salesforce Administrator CPQ
Sr Salesforce Administrator CPQ
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Job Description
At PitchBook we are always looking forward. We continue to innovate evolve and invest in ourselves to bring out the best in everyone. Were deeply collaborative and thrive on the excitement energy and fun that reverberates throughout the company.
Our extensive learning programs and mentorship opportunities help us create a culture of curiosity that pushes us to always find new solutions and better ways of doing things. The combination of a rapidly evolving industry and our high ambitions means theres going to be some ambiguity along the way but we excel when we challenge ourselves. Were willing to take risks fail fast and do it all over again in the pursuit of excellence.
If you have a good attitude and are willing to roll up your sleeves to get things done PitchBook is the place for you.
About the Role:
The Revenue Operations team is responsible for creating maintaining and continually improving PitchBooks systems that support our clientfacing roles in Sales and Customer Success. This team works crossfunctionally with Sales Marketing Finance and IT to drive efficiency accuracy and revenue growth.
PitchBooks Senior Salesforce Administrator ensures we optimize and maintain our Salesforce ecosystem to drive efficiency and productivity across various business functions. You will be responsible for overseeing the configuration customization and integration of Salesforce Sales Cloud Salesforce CPQ Salesforce Billing and Salesforce Service Cloud to meet the evolving needs of our organization. This role requires a deep understanding of Salesforce best practices strong analytical skills and the ability to collaborate with crossfunctional teams to implement solutions that enhance user experience and support our business objectives.
Primary Job Responsibilities:
- Administer and configure Salesforce Sales Cloud Salesforce CPQ Salesforce Billing and Salesforce Service 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 thirdparty applications using APIs middleware and other integration tools
- Monitor system performance troubleshoot issues and provide technical support to endusers
- 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
- Support the vision and values of the company through role modeling and encouraging desired behaviors
- Participate in various company initiatives and projects as requested
Skills and Qualifications:
- Bachelors degree in Computer Science Information Systems or related field
- 5 years of experience working as a Salesforce Administrator with a focus on Salesforce Sales Cloud Salesforce CPQ Salesforce Billing and Salesforce Service Cloud
- Salesforce Administrator certification (ADM 201 required; additional certifications such as Advanced Administrator (ADM 211 and Salesforce Certified Platform App Builder preferred
- 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 problemsolving 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
- Experience working in an Agile environment and familiarity with Agile methodologies is a plus
Benefits Compensation at PitchBook:
Physical Health
- Comprehensive health benefits
- Additional medical wellness incentives
- STD LTD AD&D and life insurance
Emotional Health
- Paid sabbatical program after four years
- Paid family and paternity leave
- Annual educational stipend
- Ability to apply for tuition reimbursement
- CFA exam stipend
- Robust training programs on industry and soft skills
- Employee assistance program
- Generous allotment of vacation days sick days and volunteer days
Social Health
- Matching gifts program
- Employee resource groups
- Subsidized emergency childcare
- Dependent Care FSA
- Companywide events
- Employee referral bonus program
- Quarterly team building events
Financial Health
- 401k match
- Shared ownership employee stock program
- Monthly transportation stipend
*Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment.
Compensation
- Annual base salary: $125000$140000
- Target annual bonus percentage: 10
*Starting pay will be based on several factors and commensurate with qualifications & experience. We also have a locationbased compensation structure; there may be different ranges for candidates by location.
Working Conditions:
We believe our business and our culture are strongest when we work together in person. We also know that its helpful to have some flexibility to work remotely. Most roles work in the office 3 days/week and some are expected to work in the office 45 days/week. The current expectation for this role is that you are working in the office 3days/week and that you are in the office fulltime during the training period for which the length varies by role. During an initial phone screen the team will discuss expectations for this specific position.
The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an ongoing basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.
Life At PB:
We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. Its our fundamental belief that people do and create great things and that people are the cornerstone of prosperity. We believe that proactively seeking out different points of view listening to others learning and reflecting on what weve heard creates a sense of belonging within PitchBook and strengthens the PitchBook community.
We are excited to get to know you and your background. Concerned that you might not meet every requirement We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.
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Required Experience:
Senior IC
Employment Type
Full Time
