Sr. Salesforce Administrator at PitchBook

Seattle, Washington, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Technology, Financial ServicesIndustries

Requirements

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
Minimum of 5 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

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
Lead 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
Participate in various company initiatives and projects as requested
Be a resource for other admins on the team
Support the vision and values of the company through role modeling and encouraging desired behaviors

Skills

Key technologies and capabilities for this role

SalesforceSalesforce Sales CloudSalesforce Experience CloudSalesforce Service CloudSalesforce AdministrationSalesforce ConfigurationSalesforce CustomizationSalesforce Integration

Questions & Answers

Common questions about this position

What Salesforce clouds will I be working with in this role?

You will administer and configure Salesforce Sales Cloud, Salesforce Service Cloud, and Salesforce Experience Cloud to support sales, finance, and customer service departments.

What are the main responsibilities of the Senior Salesforce Administrator?

Responsibilities include configuring Salesforce clouds, collaborating with stakeholders on requirements and solutions, developing custom objects and automations, managing user access and security, leading integrations, monitoring performance, troubleshooting, and staying updated on new features.

What is the company culture like at PitchBook?

PitchBook has a deeply collaborative culture that thrives on excitement, energy, and fun, with extensive learning programs, mentorship, a culture of curiosity, willingness to take risks, fail fast, and pursue excellence.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What makes a strong candidate for this Senior Salesforce Administrator role?

A strong candidate has a deep understanding of Salesforce best practices, strong analytical skills, and the ability to collaborate with cross-functional teams, along with a good attitude and willingness to roll up sleeves to get things done.

PitchBook

Provider of private market data insights

About PitchBook

PitchBook provides detailed information and insights on private market data, focusing on venture capital, private equity, and mergers and acquisitions (M&A). Its main product is the PitchBook Platform, which consists of various software applications that allow users to access a vast database of information about companies, deals, investors, and funds. This platform is subscription-based, meaning clients pay for different levels of access based on their needs. PitchBook stands out from competitors by offering comprehensive data that is essential for investment professionals, business executives, and advisors, particularly in Europe and North America. The company's goal is to empower its clients to make informed investment decisions and stay updated on market trends.

Seattle, WashingtonHeadquarters

2007Year Founded

$13.4MTotal Funding

ACQUISITIONCompany Stage

Quantitative Finance, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Flexible work program

Generous PTO

Paid sick days

Company-wide days off

Learning & development opportunities

401k & company matching

Medical, dental and vision insurance

HSA+FSA Accounts

Paid parental leave

Transportation stipend

Team building & company-wide events

Risks

Leadership transition risk as founder John Gabbert steps down from CEO role.

Increased competition from platforms like Intapp's DealCloud challenges PitchBook's market position.

Potential over-reliance on the North American market exposes PitchBook to regional downturns.

Differentiation

PitchBook offers comprehensive data on venture capital, private equity, and M&A.

The PitchBook Platform provides award-winning software applications for unparalleled data insights.

PitchBook serves a diverse clientele, including investment professionals and business executives.

Upsides

Increased demand for ESG data presents a new expansion opportunity for PitchBook.

The rise of SPACs creates a market for SPAC-related insights on PitchBook's platform.

Growing interest in secondary market transactions could expand PitchBook's database offerings.

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