Salesforce Administrator

Summary

Join OneLocal, a revolutionary B2B company, as a Salesforce Administrator on our Revenue Operations/Finance team. Reporting to the Finance Director, you will lead Salesforce platform administration and manage the broader revenue tech stack. This role requires optimizing systems, improving processes, and enabling efficient cross-functional teamwork. You will manage Salesforce processes, workflows, and configurations, collaborate with stakeholders on solutions, and manage integrations with billing and payment systems. The ideal candidate will have 3-5 years of Salesforce administration experience, strong data management skills, and experience with automation tools and integrations. OneLocal offers a remote-first work environment, stock options, paid time off, and virtual social events.

Requirements

• 3-5 years of Salesforce administration and management experience, with a strong background in data management and process improvement
• Minimum 2 years of Salesforce administration experience in a SaaS environment
• Strong experience with automation tools (process builders, flows) and Salesforce integrations with external applications (Zapier, Salesloft, Hubspot)
• Experience working with subscription billing and payment software systems (Chargebee, Stripe, BlueSnap, GoCardless)
• Excellent problem-solving skills and a proactive mindset
• A natural curiosity and eagerness to grow in areas such as data analysis, systems/project management, and advanced Salesforce administration
• Bachelor’s degree in Computer Science, Business Administration, or a related field (or equivalent work experience)

Responsibilities

• Manage the Salesforce platform, including processes, workflows and configurations impacting Sales, Customer Success, Delivery and Finance teams
• Manage standard and custom objects, fields, page layouts, and workflow rules
• Lead user management activities, including user profiles, roles, and security validation
• Collaborate with stakeholders to evaluate, identify, and implement solutions within Salesforce
• Manage process flows and integrations with billing and payment systems
• Manage product catalog updates for subscription bundles and coupons
• Develop and maintain user training documentation and provide ongoing training and support to users
• Ensure adherence to Salesforce best practices and stay current on new SaaS updates impacting the revenue tech stack
• Collaborate with our developers/engineering team on product/platform changes impacting CRM data and revenue operations
• Manage Salesforce automations (process builders, flows), including troubleshooting and updates
• Utilize tools such as Zapier to connect Salesforce with external applications
• Manage key integrations (HelloSign, ChurnZero, Salesloft, Chargebee, Hubspot, etc.)
• Maintain and improve data accuracy and integrity within Salesforce
• Implement and manage data hygiene processes and resolve data-related issues
• Document Salesforce customizations and data model
• Support long-term scalable data management best practices
• Collaborate with the DevOps team to implement systems impacting Salesforce and the revenue tech stack
• Manage the Salesforce sandbox environment, coordinate and test new releases
• Gather and translate business and functional CRM requirements from internal teams (Sales, Finance, Customer Success, etc.)
• Research and assess new industry technologies to enhance the revenue tech stack
• Drive tech solutions to support revenue growth and optimize internal processes

Preferred Qualifications

Salesforce Administrator or Advanced Administrator certification is highly desirable

Benefits

• Remote-first: We are committed to a remote-first work environment. This means our roles are open to candidates who can work between the core hours of 9am - 5pm EST
• Stock options in a YC-backed start-up
• Paid vacation and personal days
• Virtual social events: Coffee chats with your colleagues and weekly happy hours!