Salesforce Administrator

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.
• Turn data into insight.
• Keep the data clean.
• Own WIN’s implementation handoff.
• Teach and document.
• Partner with Finance and Analytics.

Requirenments:

• 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.