Experienced Salesforce Administrator Jobs in InvestCloud, Inc. New York, NY

You are a strategic, hands-on systems expert with strong business acumen and deep Salesforce experience, including expertise in CPQ. You thrive in cross-functional environments, translate complex business requirements into scalable technical solutions, and play a critical role in how we operationalize and measure our GTM strategy. You’re analytical, detail-oriented, and passionate about enabling sales through intelligent systems design.

Responsibilities:

• Act as the primary administrator of Salesforce, owning system configuration, data architecture, and process automation across Sales Cloud and related tools.
• Serve as the internal subject matter expert for Salesforce CPQ, managing product catalog, pricing logic, quoting workflows, and renewals.
• Partner with RevOps, Sales, Marketing, and Finance teams to improve and automate GTM processes including lead routing, opportunity management, territory assignments, and sales forecasting.
• Design and implement scalable workflows, flows, and custom configurations to support evolving business needs.
• Develop and maintain high-impact reports and dashboards to enable data-driven decision-making across the sales funnel and customer lifecycle.
• Support integration and data flow between Salesforce and other key systems (e.g., ERP, billing, CLM, marketing automation).
• Ensure system governance, security, data integrity, and compliance with change management practices.
• Identify and lead high-impact platform enhancements in support of go-to-market and revenue initiatives.

Basic Qualifications:

• 7–10 years of experience administering Salesforce in a B2B environment, with at least 3+ years of hands-on experience with Salesforce CPQ.
• Salesforce Administrator Certification (ADM 201) required; Salesforce CPQ Specialist Certification preferred.
• Proven experience supporting revenue operations and GTM strategy through scalable Salesforce configuration and automation.
• Deep understanding of Salesforce declarative tools (Flows, validation rules, custom objects, approval processes, formula fields).
• Strong problem-solving skills and the ability to manage multiple priorities in a fast-paced environment.
• Exceptional communication skills and the ability to work cross-functionally with Sales, Finance, Product, Marketing, and IT stakeholders.
• Experience with third-party tools and integrations (e.g., NetSuite, Zone, HubSpot, DocuSign, Gong, Zendesk, Power BI) is a plus.

Preferred Skills / Experience:

• Salesforce CPQ Specialist or Advanced Administrator Certification.
• Experience working in high-growth B2B SaaS or recurring revenue environments.
• Working knowledge of Apex, SOQL, and Salesforce DevOps or change management best practices.
• Experience integrating Salesforce with ERP (e.g., NetSuite), billing platforms (e.g., Zone), and CLM systems (e.g., Ironclad, DocuSign).
• Strong understanding of sales process design, pipeline management, and forecasting best practices.