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 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 Go-to-Market (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

- 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:

- 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-$200,000

- 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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