Manager, Salesforce Administration

At PitchBook, a Morningstar company, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We’re deeply collaborative and thrive on the excitement, energy, and fun that reverberates throughout the company.

Our extensive learning programs and mentorship opportunities help us create a culture of curiosity that pushes us to always find new solutions and better ways of doing things. The combination of a rapidly evolving industry and our high ambitions means there’s going to be some ambiguity along the way, but we excel when we challenge ourselves. We’re willing to take risks, fail fast, and do it all over again in the pursuit of excellence.

If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you.

About the Role:

The Go-to-Market (GTM) Systems Administration team serves as the operational backbone for Salesforce and the broader GTM technology ecosystem. The team combines strong technical execution with disciplined governance, keeping the platform stable, secure, and scalable for users across the business.

In partnership with GTM Systems Product, Delivery, and business stakeholders, the team turns business requirements into maintainable solutions that drive data integrity and user adoption.

The Manager, Salesforce Administration leads the Salesforce Administration function and ensures the reliability, scalability, and operational excellence of Salesforce and related GTM systems. This role combines hands-on technical expertise with people leadership, serving as a key partner to Revenue Operations, Marketing, Sales, Customer Success, and IT to deliver CRM solutions that support business growth.

Reporting to the Senior Manager, GTM Systems Administration, this role executes the platform roadmap and governance standards and leads day-to-day Salesforce administration. The successful candidate will stay hands-on in configuration, automation, releases, and integrations while building a high-performing admin team.

Primary Job Responsibilities:

Team Leadership & Administration Excellence

Hire, onboard, lead, and develop a team of Salesforce administrators, establishing clear goals, performance expectations, and career development plans

Establish team standards for documentation, testing, quality assurance, stakeholder communication, and operational support

Foster a culture of accountability, continuous improvement, and customer-focused service delivery

Serve as an escalation point for complex administration and platform support issues

Salesforce Administration & Platform Operations

Own day-to-day platform operations, monitoring system health, performance, security, data quality, and user adoption to drive continuous improvement

Partner with the Senior Manager, GTM Systems Administration to execute governance standards, platform enhancements, and technical debt reduction initiatives

Maintain platform documentation including configuration guides, data dictionaries, change logs, process documentation, and support procedures

Release Management & Governance

Coordinate Salesforce seasonal releases, patches, and internal enhancements, including environment management, sandbox strategy, testing, deployment, and post-release validation, to minimize business disruption

Execute established change management processes to ensure stable and predictable platform delivery

Own intake triage, backlog management, and support SLAs

Standardize and simplify workflows and automations, favoring reusable solutions

Ensure administration work aligns with security, compliance, and governance requirements

GTM Systems & Integration Administration

Administer Salesforce integrations with Qualified, LeanData, Gong, ZoomInfo, LinkedIn Sales Navigator, Lusha, and other GTM tools, ensuring reliable data flow and process execution

Troubleshoot integration failures, data synchronization issues, and system performance challenges, partnering with vendors and internal technical teams as needed

Cross-Functional Partnership

Partner with GTM Systems Product and Delivery teams to translate business requirements into scalable Salesforce solutions, from design and prioritization through implementation

Manage relationships with implementation partners and software vendors as needed

Build strong relationships across the organization to ensure alignment between business objectives and platform capabilities

Support the vision and values of the company through role modeling and encouraging desired behaviors

Participate in various company initiatives and projects as requested

Skills and Qualifications:

Basic Qualifications

5+ years of experience as a Salesforce Administrator, with deep expertise in declarative configuration, automation, and data management

Active Salesforce Certified Administrator credential

2+ years of experience directly managing CRM administrators, including hiring, coaching, performance management, and workload prioritization

Experience with Salesforce DevOps and CI/CD tools such as Gearset, Copado, or similar

Must be authorized to work in the United States without the need for visa sponsorship now or in the future

Preferred Qualifications

Proven experience supporting platform health, release management, and operational reliability in a complex GTM environment

Experience supporting integrations, cross-system workflows, and incident management

Strong understanding of lead-to-account, lead-to-cash, and customer lifecycle processes within a modern GTM technology stack

Ability to guide stakeholders through trade-off decisions when scoping solutions

Excellent communication, stakeholder management, and problem-solving skills

Additional Salesforce certifications, such as Advanced Administrator, Platform App Builder, or Sales Cloud/Service Cloud Consultant

Experience in a SaaS or B2B technology company

Experience with Agile delivery methodologies and working closely with Product Managers, Product Owners, and engineering teams

Experience supporting AI-enabled GTM workflows, including Agentforce, Einstein, or AI-powered sales and marketing tools

Hands-on experience administering GTM tools such as LeanData, Gong, ZoomInfo, or Qualified, and managing implementation partners or vendors

Working knowledge of Salesforce security and access models (profiles, permission sets, sharing rules) and data privacy and compliance requirements

Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily

Benefits + Compensation at PitchBook:

Physical Health

Comprehensive health benefits

Additional medical wellness incentives

STD, LTD, AD&D, and life insurance

Emotional Health

Paid sabbatical program after four years

Paid family and paternity leave

Annual educational stipend

Ability to apply for tuition reimbursement

CFA exam stipend

Robust training programs on industry and soft skills

Employee assistance program

Generous allotment of vacation days, sick days, and volunteer days

Social Health

Matching gifts program

Employee resource groups

Subsidized emergency childcare

Dependent Care FSA

Company-wide events

Employee referral bonus program

Quarterly team building events

Financial Health

401k match

Shared ownership employee stock program

Monthly transportation stipend

*Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment.

Compensation

Annual base salary: $160,000-$190,000

Target annual bonus percentage: 15%

Working Conditions:

At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments—those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices—that simply can’t be replicated remotely. This role is expected to be in the office 5 days a week.

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.

We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.

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