Sales Technology Administrator

DPL Financial Partners; Louisville (KY); Remote; USD 70,000 - 110,000; Full time

Job summary

DPL Financial Partners, LLC. is seeking a Sales Technology Administrator to own and optimize our sales tech stack, from CRM administration to automation and integrations. The role emphasizes strategic systems ownership, scalable workflows, and cross-platform coordination to boost seller productivity.

The ideal candidate will advance data quality, governance, and reporting while driving adoption of new tools and processes in a fast-moving environment. Remote-friendly with Louisville option.

Qualifications

• 3–7+ years in Sales Operations, Revenue Operations, or Sales Systems Administration.
• Strong, hands-on Salesforce administration experience—must be able to build, not just manage.
• Direct experience administering Salesloft and Gong.
• Demonstrated experience with workflow automation and operational reporting.

Responsibilities

• Administer and optimize Salesforce—user management, workflows, dashboards, page layouts, validation rules, opportunity management, and automation.
• Maintain CRM data integrity across the full pipeline and governance of the sales process.
• Improve pipeline visibility, forecasting workflows, and operational reporting infrastructure.
• Build KPI dashboards that support sales leadership and management accountability.
• Own the full sales technology ecosystem: Salesforce, Salesloft, Gong, ZoomInfo, Outlook integrations, and reporting/BI tools.
• Manage integrations and data flow between platforms to ensure clean, connected workflows.
• Troubleshoot platform issues and coordinate vendor support as needed.
• Evaluate and recommend new tools and process improvements that drive seller efficiency.

Skills

Salesforce administration

Workflow automation

Data quality

Dashboard reporting

Sales tools

Tools

Salesloft

Gong

Salesforce

Outlook integrations

Job description

Job Title: Sales Technology Administrator

Reports to: Head of Sales Operations & Enablement

Location: Remote or Louisville, KY preferred

Position Overview

The Sales Technology Administrator owns the sales technology ecosystem end-to-end - from CRM administration and workflow automation to platform integrations, data quality, and user adoption. This is a new headcount role built to give the sales organization the technical infrastructure it needs to operate at scale.

This is not a traditional CRM ticket-taker. The ideal candidate operates as a strategic systems owner who identifies operational bottlenecks, builds scalable automations, and ensures every platform in the stack is working together to support seller productivity. Must be comfortable working independently in a fast-moving, lightly structured environment.

What You Will Own

Salesforce Administration

• Administer and continuously optimize Salesforce - user management, workflows, dashboards, page layouts, validation rules, opportunity management, and automation
• Maintain sales process governance and CRM data integrity across the full pipeline
• Improve pipeline visibility, forecasting workflows, and operational reporting infrastructure
• Build and maintain KPI dashboards that support sales leadership and management accountability

Sales Technology Stack Ownership

• Own and optimize the full sales technology ecosystem: Salesforce, Salesloft, Gong, ZoomInfo, Outlook integrations, and reporting/BI tools
• Manage integrations and data flow between platforms to ensure clean, connected workflows
• Troubleshoot platform issues and coordinate vendor support when necessary
• Evaluate and recommend new tools and process improvements that drive seller efficiency

Workflow Automation & Process Improvement

• Build scalable automations that reduce manual work and improve the advisor and seller experience
• Identify and systematically resolve operational bottlenecks across platforms
• Support launch execution for new workflows, campaigns, and go-to-market initiatives

Reporting, Training & Adoption

• Build and maintain dashboards and operational reporting tied to pipeline, activity, onboarding, and productivity metrics
• Partner with FP&A and Sales Ops on reporting consistency and leadership visibility
• Drive platform adoption and best practices across the sales organization
• Create documentation, process guides, and deliver onboarding and ongoing system training for field users

Required

WHAT WE ARE LOOKING FOR

• 3–7+ years in Sales Operations, Revenue Operations, or Sales Systems Administration
• Strong, hands‑on Salesforce administration experience - must be able to build, not just manage
• Direct experience administering Salesloft and Gong
• Demonstrated experience with workflow automation and operational reporting
• Ability to problem‑solve and execute independently without heavy oversight
• Comfort operating in evolving, entrepreneurial environments with limited structure

Preferred

• Salesforce Administrator certification
• Financial services, fintech, insurance, or wealth management experience
• Experience supporting advisor‑facing or B2B distribution sales organizations
• Familiarity with ZoomInfo, BI/reporting tools, and RevOps ecosystems

Compensation

Competitive base salary and performance bonus. Compensation commensurate with experience.