Sr. Salesforce Administrator

About the Role:

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.

As a Senior Salesforce Administrator at PitchBook, you will play a crucial role in optimizing and maintaining our Salesforce ecosystem to drive efficiency and productivity across Sales & Customer Success business functions. You will be responsible for overseeing the configuration, customization, and integration of Salesforce Sales Cloud, Salesforce Experience Cloud, and Salesforce Service Cloud to meet the evolving needs of our organization. This role requires a deep understanding of Salesforce best practices, strong analytical skills, and the ability to collaborate with cross-functional teams to implement solutions that enhance user experience and support our business objectives.

Primary Job Responsibilities:

• Administer and configure Salesforce Sales Cloud, Salesforce Service Cloud, and Salesforce Experience Cloud to support the needs of different departments such as sales, finance, and customer service.

• Collaborate with stakeholders to gather requirements, design solutions, and implement changes within Salesforce. 

• Develop and maintain custom objects, fields, formulas, workflows, validation rules, and process builder flows to automate business processes and improve data integrity. 

• Manage user access, profiles, roles, permission sets, and security settings to ensure data privacy and compliance with company policies. 

• Lead efforts to integrate Salesforce with other systems and third-party applications using APIs, middleware, and other integration tools. 

• Monitor system performance, troubleshoot issues, and provide technical support to end-users. 

• Stay updated on new Salesforce features and releases, assess their impact on existing configurations, and recommend enhancements. 

• Create and maintain documentation, including user guides, process diagrams, and training materials. 

• Participate in various company initiatives and projects as requested. 

• Be a resource for other admins on the Team 

Skills and Qualifications:

• Bachelor's degree in Computer Science, Information Systems, or related field.

• Salesforce Administrator certification (ADM 201) required; additional certifications such as Advanced Administrator (ADM 211) and Salesforce Certified Platform App Builder, Salesforce CPQ preferred. 

• 5+ years of experience working as a Salesforce Administrator, with a focus on Salesforce Sales Cloud, Salesforce Service Cloud, and Salesforce Experience Cloud. 

• Proficiency in Salesforce configuration, customization, automation and administration, including but not limited to custom objects, workflows, validation rules, and security settings. 

• Experience with Salesforce Lightning Experience and Lightning App Builder. 

• Strong understanding of relational databases and SOQL queries. 

• Excellent problem-solving & Root cause analysis skills and ability to analyze complex business requirements. 

• Effective communication and interpersonal skills, with the ability to collaborate with stakeholders at all levels of the organization. 

• Experience working in an Agile environment and familiarity with Agile methodologies is a plus. 

• Nice to have: Experience with Gearset, Gitlab, Gong, LeanData, LinkedIn Sales Navigator, and ZoomInfo. 

Working Conditions       

The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.

Morningstar is an equal opportunity employer.

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.