Senior Salesforce Administrator

Senior Salesforce Administrator

For nearly two decades Escalon has helped more than 5,000 companies across a range of industries to optimize their back-office processes. At Escalon, we deliver Essential Business Services to organizations so that owners and leaders can focus on the core of their business while Escalon takes care of the rest. We call it Escalon, And Done! Escalon’s simple and intuitive technology and outsourcing solutions significantly reduce the administrative costs and time needed to perform FinOps, PeopleOps, and Risk “back-office” services. “And done” is our simple way to describe how we deliver high-quality, exceptional service to our clients.

About the role:

Our client is a leading, private, employee-owned investment management firm known for its unique behavioral approach to investing. With a strong track record of delivering superior returns, the firm combines rigorous research with behavioral insights to make informed investment decisions. Our client operates in a collaborative environment, valuing innovation and expertise to drive its continued success.

Position Summary

Our client is seeking a dynamic and experienced Senior Salesforce Administrator to lead the development and execution of sales operations strategies within Salesforce. This role will play a pivotal part in defining processes, ensuring alignment, and optimizing revenue-generating activities while fostering cross-functional collaboration. The ideal candidate will be able to solve business problems by customizing the Salesforce Platform. They will build, configure, and automate technology solutions to deliver business value. They work with stakeholders and sales teams to define system requirements and customize the platform. Most importantly, they will enable users to get the most out of Salesforce technology. The candidate will evaluate, select and implement the firm’s first marketing automation system as part of the role.

Key Responsibilities

· Develop and refine sales operations strategies in alignment with our clients goals.

· Implement and improve processes to measure and enhance sales efficiency, streamline workflows, and drive revenue growth.

· Lead the enhancement of the technology stack to support revenue operations and increase productivity.

· Handle all fundamental Salesforce administrative functions including routine tasks such as user account maintenance and workflows

· Carry out regular internal Salesforce system audits and upgrades

· Work with sales teams to set up personalized dashboards, fields, alerts and reports to shorten the sales cycle and track every lead in greater detail.

· Provide actionable insights by sales revenue data and surfacing recommendations for improvement.

· Play a key role in strategic planning, contributing revenue-focused perspectives to drive firm growth.

· Foster a culture of continuous improvement, innovation, and accountability within the revenue operations pillar.

Collaborate with teams to ensure pipeline management and resource allocation and identify best practices

Qualifications

· Bachelor's degree.

· Strong Salesforce product knowledge, especially Sales Cloud and at least 5+ years of Salesforce administration hands-on experience with Sales Cloud and Marketing Cloud

· Certified Salesforce Administrator

· Additional Salesforce certifications, including Sales Cloud and Marketing Cloud preferred

· Understanding of basic triggers/Apex code knowledge

· Marketing Automation experience highly preferred.

· System integration experience with Outreach and/or Gong are preferred

· Wants to work with a small business, wear several hats

· Must be willing to work in an office environment 5 days a week in San Mateo, CA

Benefits

A discretionary bonus (top performers receive equal to that of their base in year 2 and 3) and other benefits including 401k matching (100% match), 100% full benefits for individuals and family.

Job Type: Full-time

Pay: $150,000.00 - $175,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off

Experience level:

• 5 years

Schedule:

• 8 hour shift

Experience:

• Gong: 5 years (Required)
• Sales Cloud: 5 years (Required)

Security clearance:

• Confidential (Preferred)

Ability to Commute:

• San Mateo, CA 94401 (Required)

Ability to Relocate:

• San Mateo, CA 94401: Relocate before starting work (Preferred)

Work Location: In person