Customer Systems and Revenue Operations Administrator

📋 Description

• Assist in the administration and continuous enhancement of our Customer Success and Revenue Operations tools, such as Salesforce, Gainsight, Gong, and other associated systems.

• Act as a primary partner for Customer Success, New Business, and RevOps teams by converting process requirements into system modifications and upgrades.

• Help with tool configuration, testing, deployment, and quality assurance for new features, workflows, and changes in processes.

• Detect inefficiencies or obstacles in tools and workflows, and propose practical enhancements that improve productivity and data integrity.

• Support Salesforce administrative duties, including: Page layouts, fields, record types, and validation rules; Basic flows and automation (with guidance from senior stakeholders as necessary); Data imports, updates, and cleanup (Data Loader, Import Wizard).

• Collaborate with RevOps to maintain CRM hygiene, ensure data accuracy, and uphold reporting consistency.

• Aid in documenting Salesforce processes and modifications to promote clarity and consistency.

• Assist in the configuration and upkeep of Customer Success tools, including Gainsight, without sole responsibility for platform strategy.

• Work alongside Customer Success leadership to ensure tools are in alignment with the actual workflows of teams.

• Develop and maintain dashboards and operational reports that provide: Visibility into pipeline and activities, insights into customer engagement and lifecycle, team productivity, and adoption metrics.

• Create and preserve documentation regarding tools, workflows, and governance best practices.

⛳️ Requirements

• 1–3 years of experience in a systems, operations, or admin-related role (RevOps, CS Ops, Sales Ops, or a similar field).

• Foundational knowledge in Salesforce administration (6+ months of hands-on experience).

• Familiarity with Customer Success or Revenue tools (Gainsight, Gong, or similar platforms).

• Understanding of SaaS customer lifecycles and revenue processes.

• Comfortable working with data, reports, and system workflows.

• Excellent organizational skills and a keen eye for detail.

• Ability to collaborate effectively with both technical and non-technical stakeholders.

• Strong written and verbal communication skills.

• Preferred: Salesforce Administrator Certification (ADM-201) or currently pursuing it.

• Experience in supporting Gong, Gainsight, or similar platforms.

• Familiarity with basic Salesforce Flows.

• Proficient in data tools (Excel/Sheets, data loaders, basic SQL concepts).

• Experience working remotely in a cross-functional setting.

🏝️ Benefits

• Unlimited, responsible PTO - With a recommended minimum number of days taken each year.

• Affordable Insurance - $0 deductible health plans plus dental, vision, and more!

• 401k retirement - Account with automatic company contributions.

• Dependent Care - A pre-tax benefit account you can fund to pay for eligible dependent care services.

• Professional Development - Bring your professional development needs to the table and enhance your career.

• In-Home Snack Allowance - Enjoy some delicious snacks to help you through the day!

• Cellphone/Internet Credits - Receive tax-free credits to cover your cell phone and internet utilities.

• Equipment and Structured Onboarding - We will supply you with the necessary equipment and tools, along with excellent onboarding courses to set you up for success.

• Paid Volunteer Time - We support you in helping others.