Salesforce Administrator

WIN; Greenwich (CT); Hybrid; USD 100,000 - 130,000; Full time

Job summary

WIN is seeking a Salesforce Administrator to join our Revenue Operations team in Greenwich, CT. You will turn business needs into Salesforce workflows, build solutions, reports, and dashboards, and serve as the trusted technical expert for Sales, Client Success, Marketing, and Finance.

Reporting to the Head of Revenue Operations, you will own day-to-day administration, oversee implementations, and document processes.

Qualifications

• 5+ years of hands-on Salesforce administration experience with dashboards used by business users.
• Salesforce Administrator certification required; advanced certifications preferred.
• Experience gathering requirements and translating into Salesforce workflows.

Responsibilities

• Turn business needs into Salesforce solutions.
• Own day-to-day Salesforce administration and maintenance.
• Build and oversee Salesforce solutions and reports used to run the business.
• Keep data clean and maintain security and access controls.
• Own implementation handoffs and collaborate with finance and analytics.
• Teach and document Salesforce processes for the team.

Skills

Salesforce administration

Reports and dashboards

Flow automation

Data modeling

Requirements gathering

Testing and troubleshooting

Cross-functional collaboration

Education

Salesforce Administrator Certification

Advanced Administrator Certification

Tools

Salesforce

CPQ

ActiveCampaign

LinkSquares

Tableau

Power BI

CRM Analytics

Job description

NOTE: If you live within a commutable distance to Greenwich, CT it is required to be a HYBRID schedule. If you do not live within a commutable distance and/or state, this is a REMOTE opportunity.

The Opportunity

WIN is building its Revenue Operations function from the ground up, and Salesforce is the system of record for our go-to-market engine: pipeline, forecasts, bookings, client health, renewals and contract obligations, all in one place. A major Salesforce upgrade is underway, and we need an in-house Salesforce subject matter expert to help deliver the upgrade and own the platform afterward.

As our Salesforce Administrator, you will turn the needs of our commercial teams into well-designed workflows in Salesforce: take business requirements, design how they should work, build the solution and report on the results. You will be the person Sales, Client Success, Marketing and Finance trust to answer “can Salesforce do this, and what is the best way to do it?” You will join a growing Revenue Operations team and partner closely with commercial leaders. Reporting to the Head of Revenue Operations, you will be WIN’s primary internal Salesforce technical expert while Revenue Operations leadership sets business priorities.

What You’ll Accomplish:

• Turn business needs into Salesforce solutions.
• Recommend the right approach.
• Own Salesforce day to day.
• Build and oversee the right solutions.
• Build the reporting leaders run the business on.
• Keep the data clean.
• Own WIN’s implementation handoff.
• Teach and document.
• Partner with Finance and Analytics.
• 5+ years of hands-on Salesforce administration, including reports and dashboards that business users rely on. Experience serving as the primary or sole Salesforce administrator strongly preferred.
• Salesforce Administrator certification, plus demonstrated responsibility for a production Salesforce environment.
• Experience gathering business requirements and designing workflows or processes in Salesforce.
• Hands-on experience with Salesforce administration, Flow automation, data models and access controls, with the ability to test, troubleshoot and oversee custom solutions delivered by specialists.

Preferred Experience

• Advanced Administrator, Platform App Builder or Platform Developer I certification.
• Experience with Sales Cloud and Service Cloud/case management and with connected marketing, pricing (CPQ) or contract management tools, such as ActiveCampaign or LinkSquares.
• Experience supporting a Salesforce implementation or migration alongside a systems partner, including user acceptance testing, documentation and technical knowledge transfer.
• Background in healthcare, employee benefits or B2B services selling to employers, ideally through broker or consultant channels.
• Exposure to SQL, Salesforce APIs/integration concepts or BI tools (Tableau, Power BI, CRM Analytics), and comfort using AI tools to speed up reporting and analysis.
• Experience supporting sales forecasting or sales compensation processes.