Senior Salesforce Specialist

Summary

Join RegASK, an AI-driven regulatory workflow solution company, as a Senior Salesforce Specialist. This fully remote role requires 5+ years of Salesforce experience in a B2B SaaS company. You will be responsible for Salesforce and HubSpot administration and optimization, RevOps strategy and analytics, tech stack ownership, stakeholder collaboration, project management, and training and support. The ideal candidate possesses strong technical skills in Salesforce customization, data analysis, and integration with external tools. Excellent communication and collaboration skills are essential. This position offers the opportunity to architect GTM systems and strategy within a fast-moving SaaS team backed by top-tier investors. The role is fully remote, requiring reliable high-speed internet and proficiency with remote collaboration tools.

Requirements

• Experience: At least 5 years of hands-on experience in Salesforce development, configuration, and maintenance in a B2B SaaS company
• Technical skills: Expertise in Salesforce customization (e.g., workflows, dashboards, reports)
• Knowledge of integrating Salesforce with external tools (e.g., HubSpot Marketing Hub, gong, SalesNav, outlook, etc.)
• Familiarity with data analytics/reporting tools within Salesforce
• Strong data analysis skills (Excel, Looker/Tableau/PowerBI)
• Understanding of sales and marketing funnel metrics and how to influence them through tooling
• Familiarity with CPQ, revenue attribution, or customer success tooling (e.g Gainsight)
• Soft skills: Excellent communication skills; must be a native English speaker
• Strong collaboration skills to work effectively with cross-functional teams
• Proficiency with remote collaboration tools (e.g., Microsoft Teams, Jira) is essential

Responsibilities

• Salesforce Administration & Optimization: Own Salesforce configuration: custom objects, fields, validation rules, flows, approval processes, and page layouts
• Manage user permissions, profiles, roles, and record types
• Build and maintain reports, dashboards, and automated workflows to support GTM analytics and forecasting
• Ensure CRM hygiene, deduplication, and data validation processes
• Design and optimize lead, opportunity, and account lifecycle processes
• HubSpot Management: Administer marketing and sales modules, including list segmentation, email workflows, lead scoring, and form management
• Sync and troubleshoot Salesforce-HubSpot integration (e.g field mapping, sync errors)
• RevOps Strategy & Analytics: Define and track KPIs across the funnel (e.g MQL to SQL conversion, pipeline velocity, sales cycle)
• Build GTM dashboards for leadership and sales teams
• Support accurate pipeline management and forecasting
• Tech Stack Ownership: Integrate and maintain tools including Salesforce, HubSpot, Gong, ZoomInfo, LinkedIn Sales Navigator etc
• Evaluate and recommend tools to improve GTM efficiency
• Stakeholder Collaboration: Work closely with sales, customer success, marketing, and finance teams to align operational goals and maximize system efficiency
• Project Management: Manage system updates and projects using tools like Jira, ensuring timely delivery of solutions
• Training & Support: Document process and provide training to end-users on Salesforce best practices and support troubleshooting efforts as needed

Preferred Qualifications

• Experience using Jira for project management is a plus
• Salesforce Administrator certification (strongly preferred)
• Experience in early-stage SaaS or scaling RevOps from Series A to B
• Proven track record of optimizing sales/revenue operations processes through Salesforce solutions

Benefits

Remote Work Details: This role is fully remote; candidates must have access to reliable high-speed internet and a conducive work environment