Sr. Salesforce Administrator

At Pitch Book, 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, Pitch Book is the place for you.

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 Senior Salesforce Administrator at Pitch Book, 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.

• 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.

• 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, 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…