Sr. Salesforce Administrator

Sr. Salesforce Administrator – Pitch Book

Pitch Book, a Morningstar company, is seeking a seasoned Salesforce Administrator to optimize and maintain our Salesforce ecosystem, driving efficiency across Sales and Customer Success functions.

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.

• Administer and configure Salesforce Sales Cloud, Service Cloud, and Experience Cloud to support 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.
• Serve as a resource for other admins on the team.
• Support the vision and values of the company through role‑modeling and encouraging desired behaviors.

• 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’ experience as a Salesforce Administrator focused on Sales, Service, and Experience Clouds.
• Proficiency in Salesforce configuration, customization, and administration, including 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, collaborating with stakeholders at all levels.
• Experience working in an Agile environment and familiarity with Agile methodologies is a plus.
• Nice to have: experience with Gong, Lean Data, Linked In Sales Navigator, and Zoom Info.
• Must be authorized to work in the United States without needing visa sponsorship now or in the future.

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

• Paid sabbatical program after four years
• Paid family and paternity leave
• Annual educational stipend
• Tuition reimbursement available
• CFA exam stipend
• Robust training programs on industry and soft skills
• Employee assistance program
• Generous vacation, sick, and volunteer days

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

• 401(k) match
• Shared ownership employee stock program
• Monthly transportation stipend
• Benefit offerings subject to plan and policy documents and may change.

• Annual base salary: $125,000–$150,000
• Target annual bonus: 10%

This role is expected to be in the office 5 days a week. The job involves using PC and phone throughout the day with limited corporate travel to remote offices or meetings. We are excited to learn about your background and encourage you to apply even if you may not meet every requirement.