Senior Salesforce Admin

Chartbeat Logo

Chartbeat

πŸ’΅ $125k-$135k
πŸ“Remote - Worldwide

Summary

Join Chartbeat's Revenue Operations team as a Salesforce Administrator and contribute to the business systems supporting all revenue teams. Partner with sales and customer success teams to ensure Salesforce usability and data quality, build and enhance business processes using Salesforce tools, support Salesforce CPQ configurations, configure Conga Composer templates, maintain integrations with third-party tools, and participate in cross-functional projects. Leverage your expertise in Salesforce Lightning Experience, CPQ, Conga Composer, and data analysis to improve operational efficiency and data integrity. The role requires a BS/BA degree or equivalent experience, 5-10 years of Salesforce administration experience, and a Salesforce Administrator certification. Chartbeat offers a comprehensive benefits package including health insurance, 401k matching, parental leave, flexible work hours, unlimited PTO, and more.

Requirements

  • BS/BA degree or equivalent experience with demonstrated proficiency
  • Minimum 5-10 years of experience in Salesforce administration, ideally with SaaS companies
  • Proven expertise with Salesforce Lightning Experience, including the use of Flows, custom objects, permission sets, reports/dashboards, and page layouts
  • Working knowledge of Salesforce CPQ configurations; able to support, maintain, and troubleshoot product bundles, pricing logic, and quote workflows
  • Salesforce Administrator certification required; Salesforce CPQ Specialist and/or Salesforce Advanced Administrator certification a strong plus
  • Strong excel skills, particularly VLOOKUPS or Index-Match, and experience presenting and interpreting data
  • Excellent problem-solving and oral communication and presentation skills

Responsibilities

  • Partner with Sales, Customer Success, and other customer-facing teams to ensure day-to-day Salesforce usability and data quality, including user support, bug resolution, training, and documentation
  • Build and enhance business processes using Salesforce Flows, validation rules, and other automation tools to reduce manual effort and increase operational efficiency
  • Support and iterate on Salesforce CPQ configurations including bundles, pricing rules, etc, as needed to support quoting processes
  • Configure and refine Conga Composer templates for Work Orders, contracts, and other documents. Ensure templates reflect current business needs for formatting, logic, and merge fields
  • Maintain and troubleshoot integrations with third-party sales and marketing tools such as HubSpot, Mixmax, Outreach, LinkedIn Sales Navigator, Rattle, and others, ensuring data syncs reliably across platforms
  • Participate in cross-functional projects to enhance the GTM (Go-To-Market) systems landscape, including requirements gathering, process mapping, testing, and documentation
  • Assist in data stewardship and hygiene efforts using tools like Data Loader and Excel to execute bulk updates, analyze inconsistencies, and maintain field-level accuracy and completeness

Preferred Qualifications

Experience configuring and maintaining Conga Composer templates, including dynamic merge fields, conditional logic, and document formatting. Applicable certifications are a plus

Benefits

  • Comprehensive Health, Dental, and Vision Insurance
  • 401K with company match (100% of the first 3% and 50% of the next 2%)
  • Fully Paid Parental Leave - 18 weeks for birthing parents, 12 weeks for non-birthing parents
  • Phone and internet stipend
  • Wellness, learning, and coworking reimbursements
  • Flexible work hours
  • Unlimited PTO
  • 11 paid holidays and December holiday closure
  • Company-wide outings

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