Business Systems Manager

Summary

Join Planful as a Business Systems Manager and manage and optimize our tech stack to support our growing business needs. You will play a crucial role in ensuring the efficiency, functionality, and scalability of our Salesforce platform. Collaborate with cross-functional teams to improve processes, streamline data, and drive business impact. This role requires 5-7+ years of Salesforce administration experience and a Salesforce Administrator certification. You will be responsible for Salesforce administration, process optimization, data integrity and reporting, integrations and enhancements, user support and training, and documentation and compliance. Planful offers a remote-first culture with various benefits, including paid time off, parental leave benefits, wellness days, and professional development opportunities.

Requirements

• 5-7+ years of experience as a dedicated Salesforce Administrator
• Salesforce Administrator certification (Salesforce Advanced Admin, Developer, or other relevant certifications are a plus)
• Strong understanding of Salesforce Sales Cloud, Service Cloud, and integrations
• Experience with custom objects, workflows, process automation, and reporting
• Ability to create and manage users, profiles, permissions, and security settings
• Experience with third-party Salesforce integrations and AppExchange tools
• Strong data management skills, including data imports, cleansing, and reporting
• Ability to work cross-functionally and communicate effectively with technical and non-technical stakeholders
• Detail-oriented, proactive problem-solver with a strong ability to multitask

Responsibilities

• Salesforce Administration – Manage user accounts, permissions, profiles, roles, security settings, and workflow rules
• Process Optimization – Work with teams to streamline and automate key business processes using Flows, Process Builder, and Apex triggers
• Data Integrity & Reporting – Ensure data quality, maintain reports and dashboards, and provide insights for key stakeholders
• Integrations & Enhancements – Manage integrations between Salesforce and other business tools (e.g., marketing automation, finance software, customer support platforms)
• User Support & Training – Provide technical support, troubleshoot issues, and train users to maximize adoption and efficiency
• Documentation & Compliance – Maintain system documentation, ensure compliance with industry standards, and support audits as needed

Preferred Qualifications

Salesforce Advanced Admin, Developer, or other relevant certifications are a plus

Benefits

• 2 volunteer days per year, Birthday PTO, and quarterly company Wellness Days
• 3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave
• Annual Planful Palooza, our in-person, company-wide culture kickoff held in cities like San Diego, Denver, Austin, and most recently Palm Beach
• Team-specific off-sites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco
• Remote first culture with benefits such as home office setup, and monthly wifi and cell phone reimbursements
• Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
• Employee Resource Groups such as Women of Planful, LatinX at Planful, Parents of Planful, and many more. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs & communities along the way