Sr. Salesforce Administrator (Pipeline Req)

Morningstar Credit Ratings, LLC; Mumbai; On-site; INR 1,000,000 - 1,500,000; Full time

Benefits offered by this job

Flexible benefits for work-life balance

Access to global resources and tools

Job summary

Morningstar Credit Ratings, LLC is looking for a Senior Salesforce Administrator to join their Revenue Operations team in Mumbai. This critical role involves configuring and enhancing PitchBook’s Salesforce platform, ensuring efficient processes that support Sales, Marketing, and Finance.

The ideal candidate will have 3+ years of experience in Salesforce administration, a relevant bachelor’s degree, and proficiency in Salesforce configuration. The position requires office presence 5 days a week, contributing to a hybrid work environment.

Qualifications

• 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 preferred.
• Experience with Sales Cloud and Service Cloud required.

Responsibilities

• Perform day-to-day Salesforce administration including object and field configuration.
• Manage user provisioning and license management across Salesforce.
• Identify, troubleshoot and resolve platform issues.

Skills

Salesforce Administration

Data Quality Management

Microsoft Office Proficiency

Sales Cloud Experience

Service Cloud Experience

Document Maintenance

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

PC and Phone

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Overview

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, CustomerSuccess and Finance to deliver scalable and efficient processes across the customer lifecycle, from lead generation to revenue recognition. 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. The role operates as an extension of the U.S.–based Salesforce Administration team, executing on platform priorities and standards set by global RevOps leadership while collaborating closely with U.S. and EMEA counterparts.

Responsibilities

• Perform day‑to‑day Salesforce administration, including object and field configuration, page layouts, record types, validation rules, flows, process automatisms and permission sets.
• Execute platform changes and enhancements in alignment with priorities and specifications defined by the U.S. team, ensuring adherence 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 U.S. and EMEA 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 U.S. 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.

Qualifications

• Bachelor’s degree or equivalent experience.
• 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 or matrixed organization, with the ability to execute independently while staying tightly aligned to centrally defined standards.
• Proficiency with the Microsoft Office suite, especially Outlook, Word and Excel.
• Ability to quickly pick up new systems and software.

Working Conditions

The job is performed in a standard office setting. Employees use PC and phone on an ongoing basis throughout the day. The position requires office presence 5 days a week, with limited corporate travel to remote offices or business meetings and events. Morningstar’s hybrid work environment allows collaboration in‑person each week; most locations operate on a four‑day in‑office schedule.

Benefits

A range of benefits is available to enhance flexibility as needs change. These include tools and resources that enable meaningful engagement with global colleagues, as well as additional support for work‑life balance.

EEO Statement

Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status or other legally protected characteristics or conduct.