Sales Technology Administrator

• Salesforce Administrator certification
• Financial services, fintech, insurance, or wealth management experience
• Experience supporting advisor-facing or B2B distribution sales organizations
• Familiarity with ZoomInfo, BI/reporting tools, and RevOps ecosystems

The Sales Technology Administrator owns the sales technology ecosystem end-to-end - from CRM administration and workflow automation to platform integrations, data quality, and user adoption. This is a new headcount role built to give the sales organization the technical infrastructure it needs to operate at scale.

This is not a traditional CRM ticket-taker. The ideal candidate operates as a strategic systems owner who identifies operational bottlenecks, builds scalable automations, and ensures every platform in the stack is working together to support seller productivity. Must be comfortable working independently in a fast-moving, lightly structured environment.

• Administer and continuously optimize Salesforce - user management, workflows, dashboards, page layouts, validation rules, opportunity management, and automation
• Maintain sales process governance and CRM data integrity across the full pipeline
• Improve pipeline visibility, forecasting workflows, and operational reporting infrastructure
• Build and maintain KPI dashboards that support sales leadership and management accountability

• Own and optimize the full sales technology ecosystem: Salesforce, Salesloft, Gong, ZoomInfo, Outlook integrations, and reporting/BI tools
• Manage integrations and data flow between platforms to ensure clean, connected workflows
• Troubleshoot platform issues and coordinate vendor support when necessary
• Evaluate and recommend new tools and process improvements that drive seller efficiency

• Build scalable automations that reduce manual work and improve the advisor and seller experience
• Identify and systematically resolve operational bottlenecks across platforms
• Support launch execution for new workflows, campaigns, and go-to-market initiatives

• Build and maintain dashboards and operational reporting tied to pipeline, activity, onboarding, and productivity metrics
• Partner with FP&A and Sales Ops on reporting consistency and leadership visibility
• Drive platform adoption and best practices across the sales organization
• Create documentation, process guides, and deliver onboarding and ongoing system training for field users

• 3–7+ years in Sales Operations, Revenue Operations, or Sales Systems Administration
• Strong, hands-on Salesforce administration experience - must be able to build, not just manage
• Direct experience administering Salesloft and Gong
• Demonstrated experience with workflow automation and operational reporting
• Ability to problem-solve and execute independently without heavy oversight
• Comfort operating in evolving, entrepreneurial environments with limited structure