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The Salesforce Administrator & RevOps Generalist is a hybrid role combining Junior Salesforce Administration and RevOps Operational Backbone work. This role keeps the revenue engine moving smoothly and ensures reps and managers can trust their tools and data.
Job Responsibility:
Perform day-to-day Salesforce configuration (fields, page layouts, record types)
Maintain and update small Flows and automation components
Troubleshoot user issues related to leads, accounts, opportunities, permissions
Fix stuck or misrouted leads
Support routing and assignment logic improvements
Partner with the Senior Salesforce Admin on larger automation projects
Assist in cleanup of metadata, permission sets, and technical debt
Support governance and documentation of Salesforce changes
Identify and fix CRM inaccuracies (duplicates, missing data, misaligned owners)
Ensure proper setup of renewals, upsells, and new deal configurations
Support subscription/billing sync accuracy
Manage telephony and Sales Engagement sync issues
Maintain lead quality and attribution hygiene
Assist with onboarding new reps into Salesforce & GTM tools
Support reporting and dashboard creation
Ensure data aligns with Rules of Engagement (ownership, routing, activity logging)
Requirements:
1–3 years of Salesforce Admin experience (or equivalent hands-on exposure)
Familiarity with Salesforce Flows (ability to build basic flows or willingness to learn quickly)
Strong troubleshooting skills and problem-solving mindset
Comfortable fixing data, leads, owners, duplicates, and workflow errors
Experience working with GTM or customer-facing teams
Strong attention to detail and data accuracy
Basic reporting & dashboard experience
Ability to communicate clearly with sales reps and managers
Nice to have:
Salesforce Administrator certification (or in progress)
Experience with Sales Engagement tools (Salesloft/Outreach)