Salesforce Administrator

  • Sales Operations
  • Remote job

Salesforce Administrator

Job description

Salesforce Administrator


Who we are

Our mission at Capacity is to help teams do their best work through our AI-powered support automation platform. Capacity provides everything you need to automate support and business processes in one powerful platform.

In order to help all teams do their best work, we need our Capacity team to be a reflection of the workforce. We believe that each individual voice, perspective and background brings inherent value to enhance our product, serve our customers and generate more ideas to solve complex problems.

It’s an exciting time to join Capacity. Our company is growing rapidly: we have experienced a 150% year-over-year revenue growth. Capacity has raised over $60 million dollars from individual investors, giving us the opportunity to make ambitious investments in our team and big bets on our future. Our total addressable market is infinite. Any company that relies on shared knowledge and bottomless documentation, desires data automation and reporting, or needs to streamline information and processes is an opportunity for Capacity to shine. By continuing to hire smart and humble teammates all over the country, we have the opportunity to see Capacity become a premier brand enterprise SaaS.


A small enthusiastic team with a big company payoff

The Revenue Operations team is looking for a Salesforce Administrator to assist the Director of Revenue Operations in maintaining the integrity of our CRM and the platforms it integrates with. This individual will also collaborate with the Chief Revenue Officer, VPs of Sales, Sales Ops Manager, and other internal teams to continually improve and enhance our Salesforce platform, gather requirements and feedback, and design scalable best practice solutions. This role will report directly to the Director of Revenue Operations as part of the larger RevOps team.


Why this job is exciting

As the Salesforce Administrator, you will have ample opportunities for growth and impact. We strive to make Capacity a place where exceptional talent thrives. We know you will be able to have an impact on both our operational integrity as well as internal growth.


At the onset of you tenure here, you will:

  • Meet and shadow current members of the Revenue team and our Salesforce consultant.

  • Learn about our Salesforce instance, the Customer Journey stages, and the current capabilities of our Sales Team’s tech stack as they pertain to Salesforce.


Within three months, you will…

  • Review and analyze our Salesforce instance in order to make recommendations for additional reports, field creation or deprecation, validation rules, formulas, page layouts, flow/process builders, and anything else that needs adjustment.

  • Begin customizing and automating processes in Salesforce.

  • Assist with contact and account routing with the Revenue organization.

  • Assist in auditing and maintaining data quality within Salesforce and other sales tools via reporting and manual efforts.


Within six months, you will…

  • Assist in critical projects ranging from enhanced policy improvements, process optimization, customer data strategy and alignment, technology development and systems integrations.

  • Provide integration support as it relates to our Revenue tools (Outreach.io, Vidyard, Gong, ZoomInfo, and LinkedIn Sales Navigator), paying special attention to how data flows back to Salesforce (our Source of Truth).

  • Assist in the creation and maintenance documentation on processes, policies, application configuration and help related material.

  • Develop customized objects, reports, and dashboards as requested by the Revenue leadership team.


Within one year, you will…

  • Maintain the day-to-day operations of Salesforce. Serve as a point of contact for application users which may include creating and customizing objects, workflows, record types, page layouts, fields, apps, tabs, roles and profiles, security, user, and approval processes.

  • Maintain system security settings and audit against compliance policies.

  • Work with large datasets, excel, and systems to ensure data integrity that empowers data-driven decisions.

  • Stay current with new releases, features and functionality while applying this knowledge to provide recommendations for process improvements aligned with our goals and objectives.



Requirements

About You

You are a collaborative problem-solver. You enjoy listening to the various perspectives of complex issues and have a knack for organizing them into comprehensive solutions. Furthermore, you’re able to translate those complex solutions into digestible, tactical executions. You’re good at working on a team and are able to build healthy relationships with all sorts of personality types. You’re reliable and people often turn to you for help. You have a keen ability to analyze data so that actionable tactics can be employed and tested. You’re flexible when things don’t go as expected and you’re calm under pressure; in fact, there’s something exciting about adapting to unforeseen challenges.


Qualifications:

  • 3-5 years of Salesforce Administrative experience

  • Experience creating reports, optimizing processes, building flows, and managing large datasets.

  • Ability to understand logic-based issues in CRMs, translate them into solutions, and execute for positive business impact.

  • Advanced Excel skills with a strong understanding of Salesforce and Outreach.io (or other Sales Automation tools).

  • Well-developed capabilities in problem-solving.

  • An ability to initiate and build relationships with people at all levels, in an open and genuine manner.

  • Strong written skills, specifically when creating the documentation of internal processes and sales solutions.


Bonus if you have:

  • Bachelor’s degree in a technical or business-related field.

  • Knowledge or mastery of Salesforce Object Query Language (SOQL).

  • Experience in B2B and Enterprise industries with a background in ABS methodology.

  • Experience using project management tools (JIRA, Trello, Asana, etc.).

  • Experience using Tableau.


Interview Process (~4 HOURS)

You apply

[30 min] High level screen with Kate Bell, Talent Acquisition

[50 min] Deep dive of your resume with the Director of Revenue Operations

[~20 min] Predictive Index Assessments (take home assessment)

[50 min] Interview with our Salesforce Team

[30 min] Interview with our Chief Revenue Officer

[30 min] Interview with David Karandish, founder and CEO of Capacity

References and offer!


Still unsure?

At Capacity we value more than just hard skills. Our goal is to build a holistic and diverse team. If you aren’t sure if you qualify, just apply! We will carefully consider your application and are always grateful for any time and effort invested in Capacity.


But wait, there’s more!

At Capacity we believe in more than just building amazing products and helping our customers. Although we are now a remote workforce, we remember the neighborhood where we started. We still strive to elevate our community by furthering access to education and careers in the tech space. Our sister company, Create A Loop, brings rigorous computer science courses to underserved communities with little to no access to formal computer science education. There are many opportunities for our Capacity team members to serve and educate our Create A Loop students throughout the year.


What is compensation like at Capacity?

  • We offer fully funded medical premiums for each full-time team member and their dependents.

  • Generous Parental Leave policy

  • Stock Options

  • Minimum PTO requirements

  • 401K

  • Short Term Disability

  • Flexible work environment

  • Salary dependent on experience