Salesforce Administrator managing a team of 50 users and ensuring CRM data consistency for fundraising and marketing teams. Collaborating with stakeholders for improvements and data hygiene activities.
About the role
- Salesforce Administrator shaping and scaling Salesforce solutions for Trulioo’s identity verification platform. Collaborating with teams to design workflows and report on insights.
Responsibilities
- Serve as administrator for Salesforce Sales Cloud and related GTM tools.
- Build and optimize reports and dashboards tailored to stakeholder needs.
- Design and implement declarative automations (Flows, validation rules, approval processes).
- Maintain data integrity through scheduled audits, cleansing, and monitoring.
- Partner with GTM stakeholders to understand business objectives, challenges, and workflows.
- Lead requirements gathering sessions, process mapping, and gap analysis.
- Translate business needs into clear user stories, acceptance criteria, and solution designs.
- Proactively identify opportunities to streamline processes and eliminate manual work.
- Recommend best practices for workflow design, data governance, and cross-team efficiencies.
- Develop scalable, maintainable Salesforce solutions that align with Trulioo’s long-term system strategy.
- Collaborate with RevOps, IT, and external partners on integrations, data migrations, and system expansions.
- Support CPQ-related processes as needed (product configuration, pricing logic, quote workflows).
- Support release management by documenting changes, testing enhancements, and coordinating deployments.
- Provide end-user enablement, including training, documentation, and onboarding materials.
Requirements
- 4–6 years of experience in Salesforce Administration, including involvement in business analysis or process design work.
- Strong hands-on experience with Salesforce Sales Cloud; CPQ exposure is a plus (not required).
- Education: Bachelor’s degree in Business, Information Systems, Computer Science, Engineering, or a related field required; equivalent work experience will also be considered.
- Salesforce Administrator (ADM201) certification required; BA or Sales Cloud certifications a plus.
- Proven experience gathering requirements, mapping processes, and designing scalable CRM solutions.
- Proficiency in building sophisticated Flows and leveraging declarative automation.
- Solid understanding of Salesforce data model, security model, and platform best practices.
- Experience in a fast-paced SaaS environment, ideally supporting or partnering with GTM teams.
- Strong analytical, communication, and stakeholder management skills.
Benefits
- Comprehensive Benefits: We provide a robust benefits package for full-time, permanent employees, including health, dental, and vision coverage, retirement plans with company match, paid time off, parental leave, and an annual education & training stipend (equivalent to $1,000 in local currency).
- Flexible Hybrid Working Environment: Our offices are designed to support both collaboration and flexibility. Enjoy weekly lunches, quality coffee, and regular social events.
- Wellness: We care about your well-being. Team members have access to wellness workshops and events, as well as a complimentary Headspace subscription.
- Employee Resource Groups: Our ERGs provide an inclusive space, support and community for employees of diverse backgrounds and allies.
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