- Administer and maintain Salesforce, including custom fields, formula fields, validation rules, automations, field-level security, page layouts, custom objects, and user permissions
- Maintain and troubleshoot Sweep.io automations, including timed actions, WAIT steps, and lead routing logic
- Support GTM tooling management and implementation
- Support management of Outreach, Sybill, Clay, ZoomInfo, Pylon, Sweep.io, Inflection, and Alguna
- Monitor data hygiene across Accounts, Contacts, Leads, and Opportunities
- Identify and remediate duplicates, routing gaps, and misstamped records
- Investigate data discrepancies end to end and reconcile Salesforce data with Hex dashboards
- Manipulate large data sets in a live production environment without causing disruption
- Build and maintain reporting on pipeline coverage, conversion, ASP/mix, sales cycle velocity, quota attainment, and NNR
- Support weekly and monthly leadership cadences, including recurring Slack digests
- Perform ad hoc analyses for sales leadership, including sourcing integrity audits and cohort ramp analysis
- Support territory design and carve work across Enterprise, Mid-Market, and SMB, including overlap rules and open-pipeline guardrails
- Support quota setting and capacity planning, including AE ramp curve analysis and bottoms-up NNR plan builds grounded in Salesforce actuals
- Support ad-hoc tickets in the GTMops ticketing system
- Contribute to AI-assisted RevOps tooling, including MCP-based live Salesforce querying, scheduled digest automation, and handoff support
Requirements
- Bachelor's degree, or equivalent practical experience
- 1–4 years in revenue operations, sales operations, business operations, or GTM analytics (B2B SaaS preferred)
- Ability to prioritize roadmap projects while balancing ad-hoc requests from the GTMops ticketing system
- Hands-on Salesforce experience with formula fields, validation rules, flow, reports, and dashboards
- Spreadsheet modeling skills including lookups, pivots, and defensible multi-step models
- Proficiency with AI tools and prompting
- Understanding of data structure and foundations
- Genuine analytical rigur and ability to investigate discrepancies between systems
- Clear written and verbal communication; comfortable working directly with AEs, SDRs, and sales leaders
- Comfort with ambiguity and building undocumented processes
- Local and/or willing to be in person at the Walnut Creek, CA office twice per week
- Salesforce Administrator certification preferred
- SQL proficiency and experience with a BI tool such as Hex preferred
- Experience with a commission platform such as QuotaPath or with comp plan design preferred
- Familiarity with Outreach, Sybill, Clay, ZoomInfo, Pylon, Sweep.io, Inflection, Alguna, Claude, or similar tools preferred
- Exposure to public-sector, municipal, or infrastructure sales cycles preferred
- Interest in AI-assisted workflows and agentic tooling preferred
Core Competencies
Demonstrates expertise in Salesforce administration, including custom fields, validation rules, and reporting, while effectively managing data hygiene and automations across various GTM tools. Proficient in analytical tasks, including data discrepancy investigations and capacity planning, with strong communication skills to collaborate with sales teams.
Highest-signal resume keywords
- Salesforce Administration
- Data Analysis
- Spreadsheet Modeling
- AI Tools Proficiency
- Revenue Operations Experience
Hard Skills
- Salesforce
- SQL
- Data Structure Understanding
- Formula Fields
- Validation Rules
- Reports
- Dashboards
- Lookups
- Pivots
- Multi-Step Models
Soft Skills
- Analytical Rigor
- Clear Communication
- Comfort with Ambiguity
- Prioritization
Certifications & Qualifications
- Salesforce Administrator Certification
Industry Keywords
- Revenue Operations
- Sales Operations
- GTM Analytics
- B2B SaaS
- Public-Sector Sales Cycles
Tools & Technologies
- Sweep.io
- Outreach
- Sybill
- Clay
- ZoomInfo
- Pylon
- Inflection
- Alguna
- QuotaPath
- Hex