Position Details

Salary $95K – $110K USD / year

Type Full-Time

Experience senior

Exp. Years Not specified

Education Bachelor’s degree

Category ERP & CRM Systems

About this role

EverFi is seeking a Senior Salesforce Administrator to own Salesforce day-to-day as the system of record. The role focuses on building and maintaining workflows, automation, permissions, data integrity, integrations, and revenue reporting to support go-to-market operations.

Key Responsibilities

Oversee day-to-day Salesforce administration as system of record
Configure workflows, validation rules, custom objects, fields, and page layouts
Manage permissions, profiles, data quality, and duplicate records
Troubleshoot platform issues and maintain automation workflows for the revenue cycle
Maintain Salesforce integrations and build dashboards/reporting for forecasting and pipeline health

Technical Overview

This practitioner-level role administers Salesforce using configurations like workflows, validation rules, custom objects, fields, and page layouts. It also maintains integrations with HubSpot, Gong, ZoomInfo, NetSuite, Fireflies, and Amplemarket and creates dashboards and reporting for pipeline health, conversion performance, and revenue attainment, leveraging Salesforce reporting, Excel, and Microsoft Copilot.

Ideal Candidate

The ideal candidate is a senior-level Salesforce Administrator who serves as a primary Salesforce subject-matter expert and is comfortable as a hands-on daily user. They have deep experience configuring Salesforce (workflows, validation rules, custom objects, page layouts), governing permissions and data quality, building automation for the revenue cycle, and maintaining integrations with HubSpot, Gong, ZoomInfo, NetSuite, Fireflies, and Amplemarket, along with strong reporting and dashboarding for pipeline health and forecasting.

Must-Have Skills

Salesforce Administrator certificationSalesforce Administrator certification requiredHands-on Salesforce administrationSalesforce system ownership day-to-day administrationConfigure workflowsvalidation rulescustom objectsfieldsand page layoutsManage user permissions and profilesInvestigate and resolve user-reported platform issuesDesign and maintain automation workflows supporting the full revenue cycle from Lead to Close to RenewalMaintain and govern integrations between Salesforce and HubSpotGongZoomInfoNetSuiteFirefliesand AmplemarketBuild and maintain dashboards and reporting structures using Salesforce reportingExcelMicrosoft Copilot

Nice-to-Have Skills

Advanced Salesforce certifications preferredDeeper experience with Salesforce platform mechanics and revenue operations

Tools & Platforms

SalesforceExcelMicrosoft CopilotHubSpotGongZoomInfoNetSuiteFirefliesAmplemarket

Required Skills

Salesforce system administrationSalesforce workflowsSalesforce validation rulescustom objectspage layoutsuser permissionsprofilesdata qualityduplicate recordsautomation optimizationtroubleshoot broken automationspermission errorsdata anomaliesautomation workflows for revenue cycle Lead to Close to RenewalSalesforce reportingdashboardspipeline healthconversion performancerevenue attainmentExcelMicrosoft Copilotintegrations with HubSpotGongZoomInfoNetSuiteFirefliesAmplemarket

Hard Skills

Salesforce system administrationSalesforce workflowsSalesforce validation rulesSalesforce custom objectsSalesforce fieldsSalesforce page layoutsUser permissionsProfiles managementData quality managementDuplicate records reviewAutomation optimizationTroubleshooting broken automationsTroubleshooting permission errorsMaintaining data integrityAutomation workflows for revenue cycleLead to Close to Renewal revenue cycle configurationIntegrations between Salesforce and revenue tech stackHubSpotGongZoomInfoNetSuiteFirefliesAmplemarketSalesforce reportingDashboardsPipeline health reportingConversion performance reportingRevenue attainment reportingExcelMicrosoft CopilotForecasting supportBusiness requirements configurationRevenue process understanding inside Salesforce

Soft Skills

Daily practitioner usage of SalesforceProblem-solvingDiagnosing platform issuesCross-functional partnershipStakeholder enablementTranslating complex data sets into clear recommendationsCommunication with revenue leadershipSystems stabilization collaboration

Certifications

Required

Salesforce Administrator

Preferred

Advanced Salesforce certifications

Industry & Role

Industry SaaS

Job Function Administer and optimize Salesforce to support end-to-end revenue operations and reporting

Role Subtype Salesforce Admin

Tech Domains Salesforce

Keywords for Your Resume

Senior Salesforce AdministratorSalesforceSalesforce AdministratorSalesforce Administrator certification requiredsystem of recordworkflowsvalidation rulescustom objectspage layoutsuser permissionsprofilesdata qualityduplicate recordsautomationbroken automationspermission errorsdata anomaliesrevenue cycleLead to Close to RenewalintegrationsHubSpotGongZoomInfoNetSuiteFirefliesAmplemarketdashboardsSalesforce reportingpipeline healthconversion performancerevenue attainmentforecastingExcelMicrosoft Copilotautomation workflows

Deal Breakers

Salesforce Administrator certification required

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