Salesforce Administrator

At PitchBook, a Morningstar company, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We're deeply collaborative and thrive on the excitement, energy, and fun that reverberates throughout the company. 

Our extensive learning programs and mentorship opportunities help us create a culture of curiosity that pushes us to always find new solutions and better ways of doing things. The combination of a rapidly evolving industry and our high ambitions means there's going to be some ambiguity along the way, but we excel when we challenge ourselves. We're willing to take risks, fail fast, and do it all over again in the pursuit of excellence.

If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you. 

About the Role:

Revenue Operations plays a critical role in ensuring financial success by improving the platforms, operations, and systems supporting our go-to-market teams. This team partners with Marketing, Sales, Customer Success, and Finance to deliver scalable and efficient processes across the customer lifecycle, from lead generation to revenue recognition. Revenue Operations is essential to achieving our company's revenue and operational goals.  

As a Salesforce Administrator at PitchBook, you will play a crucial role in optimizing and maintaining our Salesforce ecosystem to drive efficiency and productivity across Sales & Customer Success business functions. You will be responsible for overseeing the configuration, customization, and integration of Salesforce Sales Cloud, Salesforce Experience Cloud, and Salesforce Service Cloud to meet the evolving needs of our organization. This role requires a deep understanding of Salesforce best practices, strong analytical skills, and the ability to collaborate with cross-functional teams to implement solutions that enhance user experience and support our business objectives.  

Primary Job Responsibilities:

• Administer and configure Salesforce Sales Cloud, Salesforce Service Cloud, and Salesforce Experience Cloud to support the needs of different departments such as sales, finance, and customer service
• Collaborate with stakeholders to gather requirements, design solutions, and implement changes within Salesforce 
• Develop and maintain custom objects, fields, formulas, workflows, validation rules, and process builder flows to automate business processes and improve data integrity
• Manage user access, profiles, roles, permission sets, and security settings to ensure data privacy and compliance with company policies
• Support efforts to integrate Salesforce with other systems and third-party applications using APIs, middleware, and other integration tools
• Monitor system performance, troubleshoot issues, and provide technical support to end-users
• Stay updated on new Salesforce features and releases, assess their impact on existing configurations, and recommend enhancements
• Create and maintain documentation, including user guides, process diagrams, and training materials
• Support the vision and values of the company through role modeling and encouraging desired behaviors 
• Participate in various company initiatives and projects as requested 

Skills and Qualifications:

• Bachelor's degree in Computer Science, Information Systems, or related field
• Salesforce Administrator certification (ADM 201) required; additional certifications such as Advanced Administrator (ADM 211) and Salesforce Certified Platform App Builder preferred
• 2+ years of experience working as a Salesforce Administrator, with a focus on Salesforce Sales Cloud, Salesforce Service Cloud, and Salesforce Experience Cloud
• Proficiency in Salesforce configuration, customization, and administration, including but not limited to custom objects, workflows, validation rules, and security settings
• Experience with Salesforce Lightning Experience and Lightning App Builder
• Strong understanding of relational databases and SQL queries
• Excellent problem-solving skills and ability to analyze complex business requirements
• Effective communication and interpersonal skills, with the ability to collaborate with stakeholders at all levels of the organization
• Experience working in an Agile environment and familiarity with Agile methodologies is a plus
• Nice to have: Experience with Gong, LeanData, LinkedIn Sales Navigator, and ZoomInfo
• Must be authorized to work in the United States without the need for visa sponsorship now or in the future

Benefits + Compensation at PitchBook:

Physical Health            

• Comprehensive health benefits
• Additional medical wellness incentives 
• STD, LTD, AD&D, and life insurance

Emotional Health 

• Paid sabbatical program after four years
• Paid family and paternity leave 
• Annual educational stipend
• Ability to apply for tuition reimbursement
• CFA exam stipend 
• Robust training programs on industry and soft skills 
• Employee assistance program
• Generous allotment of vacation days, sick days, and volunteer days

Social Health 

• Matching gifts program
• Employee resource groups
• Subsidized emergency childcare  
• Dependent Care FSA
• Company-wide events
• Employee referral bonus program  
• Quarterly team building events

Financial Health 

• 401k match
• Shared ownership employee stock program 
• Monthly transportation stipend
• Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment. 

Compensation

• Annual base salary: $105,000-$132,000
• Target annual bonus percentage: 10%

Working Conditions:

At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments-those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices-that simply can't be replicated remotely. This role is expected to be in the office 5 days a week.

The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.

We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.

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