At PitchBook, 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.
\nOur 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.
\nIf you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you.
\n\n
About the Role:
\nThe Revenue Operations team is responsible for creating, maintaining, and continually improving PitchBook’s systems that support our client-facing roles in Sales and Customer Success. This team works cross-functionally with Sales, Marketing, Finance, and IT to drive efficiency, accuracy, and revenue growth.
\nPitchBook’s Salesforce Administrator manages and optimizes our Salesforce ecosystem to support our Sales, Billing, and Customer Success teams. You will collaborate closely with cross-functional teams to understand business requirements, customize Salesforce solutions, and drive user adoption. Your expertise in Salesforce Sales Cloud, Salesforce CPQ, Salesforce Billing, and Salesforce Service Cloud will be essential in ensuring the effectiveness and efficiency of our CRM platform. This role offers the opportunity to make a significant impact on our organization's growth and success by leveraging Salesforce to streamline processes, enhance customer experiences, and drive revenue.
\n\n
Primary Job Responsibilities:
\n\nConfigure, customize, and maintain Salesforce Sales Cloud, CPQ, Billing, and Service Cloud to meet business needs and optimize user experience\nCollaborate with stakeholders to gather requirements, define processes, and implement solutions within Salesforce\nDesign and implement automation workflows, approval processes, validation rules, and custom objects to streamline operations and improve data accuracy\nManage user roles, profiles, permission sets, and security settings to ensure data integrity and compliance with company policies\nCreate and maintain reports, dashboards, and analytics to provide insights into sales performance, customer trends, and operational metrics\nProvide user training, documentation, and support to drive adoption and proficiency in Salesforce across the organization\nStay informed about Salesforce updates, best practices, and industry trends to recommend enhancements and drive continuous improvement\nCollaborate with IT and external vendors to integrate Salesforce with other systems and applications as needed\nSupport the vision and values of the company through role modeling and encouraging desired behaviors\nParticipate in various company initiatives and projects as requested\n\n\n
Skills and Qualifications:
\n\nBachelor's degree in Computer Science, Information Systems, Business Administration, or related field\n3+ years of experience as a Salesforce Administrator\nSalesforce Administrator certification (ADM 201) required; additional certifications such as Salesforce Certified CPQ Specialist and Salesforce Certified Platform App Builder are a plus\nStrong proficiency in Salesforce Sales Cloud, CPQ, Billing, and Service Cloud configuration and customization\nHands-on experience with Salesforce Lightning Experience and Salesforce Lightning App Builder\nProven ability to gather requirements, analyze processes, and translate business needs into scalable Salesforce solutions\nExcellent problem-solving skills with a keen attention to detail and a commitment to delivering high-quality results\nStrong communication and collaboration skills with the ability to work effectively across cross-functional teams\nExperience with Salesforce integrations, data migration, and API integration tools is preferred\nKnowledge of Agile methodologies and project management principles is desirable\nProficiency 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\n\n\n\n
Benefits at PitchBook:
\nPhysical Health
\n\nPrivate medical insurance\nDental scheme\nAdditional medical wellness incentives \nLife cover\n\n\n
Emotional Health
\n\nPaid sabbatical program after four years\nPaid parental leave \nEducation subsidies\nRobust training programs on industry and soft skills \nMinimum 25 days annual leave and volunteer days\n\n\n
Social Health
\n\nEmployee resource groups\nCompany-wide events\nEmployee referral bonus program \nQuarterly team building events\n\n\n
Financial Health
\n\n8% Pension contribution\nIncome protection\nShared ownership employee stock program \nTransportation stipend\n\n\n
*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.
\n\n
Working Conditions:
\nWe believe our business and our culture are strongest when we work together in person. We also know that it’s helpful to have some flexibility to work remotely. Most roles work in the office 3+ days/week, and some are expected to work in the office 4-5 days/week. The current expectation for this role is that you are working in the office 3+ days/week and that you are in the office full-time during the training period, for which the length varies by role. During an initial phone screen, the team will discuss expectations for this specific position.
\nThe 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.
\n\n
Life At PB:
\nWe are consistently recognized as a Best Place to Work and our culture is at the heart of our success. It’s our fundamental belief that people do and create great things and that people are the cornerstone of prosperity. We believe that proactively seeking out different points of view, listening to others, learning, and reflecting on what we’ve heard creates a sense of belonging within PitchBook and strengthens the PitchBook community.
\n
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.
\n\n
#LI-VH1