Sr. Salesforce Administrator (Pipeline Req)

Morningstar; Mumbai; Hybrid; INR 1,800,000 - 3,200,000; Full time

Benefits offered by this job

Hybrid work model

Exposure to global RevOps team

Job summary

PitchBook in Mumbai is seeking a Senior Salesforce Administrator to configure, maintain, and enhance our Salesforce platform across Sales Cloud, Service Cloud, and Experience Cloud. You will work closely with a global RevOps team to implement governance standards and deliver high‑quality platform work.

You will manage users, automate processes, and maintain documentation while supporting sandboxing, releases, and data quality initiatives in a fast‑paced, collaborative environment.

Qualifications

• Bachelor’s degree or equivalent required.
• 3+ years of hands-on Salesforce Administration experience, preferably in a B2B SaaS or technology environment.
• Salesforce Administrator certification required; Advanced Administrator or Platform App Builder certification strongly preferred.
• Proficiency with Salesforce configuration including flows, validation rules, custom objects, formula fields, reports, dashboards, and permission sets; hands‑on experience with Sales Cloud and Service Cloud required; Experience Cloud experience a plus.
• Experience working within a globally distributed team or matrixed organization, with the ability to execute independently while staying tightly aligned to centrally defined standards.
• Proficiency with the Microsoft Office suite including Outlook, Word and Excel.

Responsibilities

• Perform day‑to‑day Salesforce administration including object and field configuration, page layouts, record types, validation rules, flows, process automations, and permission sets.
• Execute platform changes and enhancements in alignment with priorities defined by global governance standards.
• Manage user provisioning, role hierarchy maintenance, profile and permission set assignments, and license management.
• Support sandbox management, change‑set deployments, and release coordination with global counterparts.
• Maintain accurate platform documentation including configuration logs and data dictionaries.
• Identify, troubleshoot, and resolve platform issues with escalation as needed.
• Contribute to data quality initiatives including deduplication and hygiene workflows.
• Support the vision and values of the company through role modelling and collaboration.
• Participate in various company initiatives and projects as requested.

Skills

Salesforce administration

Cross-functional collaboration

Global team experience

Data quality management

Governance & standards

Education

Bachelor’s degree or equivalent

Salesforce Administrator certification

Advanced Administrator / Platform App Builder

Tools

Sales Cloud

Service Cloud

Experience Cloud

Microsoft Office Suite

Job description

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.

The Senior Salesforce Administrator is a key individual contributor on the Mumbai Revenue Operations team, responsible for configuring, maintaining, and continuously improving PitchBook’s Salesforce platform. This role operates as an extension of the US-based Salesforce Administration team, executing on platform priorities and standards set by global RevOps leadership while collaborating closely with US and EMEA counterparts. The ideal candidate brings deep hands‑on Salesforce expertise, strong attention to detail, and the ability to deliver high‑quality platform work independently within a globally coordinated team.

Primary Job Responsibilities

• Perform day‑to‑day Salesforce administration including object and field configuration, page layouts, record types, validation rules, flows, process automations, and permission sets.
• Execute platform changes and enhancements in alignment with priorities and specifications defined by the US‑based Salesforce Administration team, ensuring work adheres to global governance and quality standards.
• Manage user provisioning, role hierarchy maintenance, profile and permission set assignments, and license management across the Salesforce org.
• Support sandbox management, change‑set deployments, and release coordination in partnership with US and EMEA Salesforce counterparts.
• Maintain accurate platform documentation including configuration logs, data dictionaries, field usage guides, and release notes to ensure transparency across the global team.
• Identify, troubleshoot, and resolve platform issues, escalating to the Manager or US counterparts as appropriate and contributing to root‑cause analysis and long‑term fixes.
• Contribute to data quality initiatives including deduplication, hygiene workflows, and validation rule enforcement to maintain CRM data integrity.
• 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 & Qualifications

• Bachelor’s degree or equivalent experience required.
• 3+ years of hands‑on Salesforce Administration experience, preferably in a B2B SaaS or technology environment.
• Salesforce Administrator certification required; Advanced Administrator or Platform App Builder certification strongly preferred.
• Proficiency with Salesforce configuration including flows, validation rules, custom objects, formula fields, reports, dashboards, and permission sets; hands‑on experience with Sales Cloud and Service Cloud required; Experience Cloud experience a plus.
• Experience working within a globally distributed team or matrixed organization, with the ability to execute independently while staying tightly aligned to centrally defined standards.
• Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word and Excel with the ability to pick up new systems and software easily.

Working Conditions

This role is expected to be in office 5 days per week with limited corporate travel to remote offices or other business meetings and events. The hybrid work model allows a mix of in‑office and remote work while maintaining collaboration and flexibility.