Revenue Systems Administrator

This is a fully remote position, open to applicants in Brazil.

📋 Description

• Oversee daily administration of Salesforce, which includes configuring objects, creating custom fields and layouts, establishing validation rules, managing flows, automations, and permission sets.

• Uphold CRM data integrity by designing and enforcing stringent data quality standards, conducting audit processes, and taking charge of resolving and escalating data-related issues.

• Collaborate with the Revenue Systems Engineer on technical architecture decisions, leveraging layered Salesforce expertise and contextual insight to assist in builds and automations.

• Advocate for the adoption of AI tools within the Revenue team, ensuring that AI and existing tools are integrated for optimal efficiency in everyday tasks.

• Set up AI-enabled workflows, agents, and prospecting tools (via Clay) and manage MCP and AI agent tools for the Revenue organization in partnership with Sezzle’s AI team and the Revenue Systems Engineer.

• Lead the development, ongoing optimization, and team adoption of shared AI skills and prompts for GTM teams.

• Manage the administration of our Customer Success platform (Vitally) and other essential Revenue tools (e.g., Salesloft, Docusign), including their configuration, integrations, user management, and continuous improvement.

• Oversee cross-platform integrations and data synchronization (e.g., Salesforce <> Vitally, Salesforce <> Clay), ensuring a seamless data flow between systems and resolving any sync issues.

• Perform regular feature audits to confirm that the team is maximizing tool utilization and identify opportunities for cost savings or consolidation.

• Take responsibility for onboarding and training on administered tools, including new hire orientation and periodic refresher training as necessary.

• Acquire a thorough understanding of Sales and Customer Success workflows to ensure platform configurations accurately represent actual business processes rather than just technical defaults.

• Convert stakeholder requirements into practical tool configurations, acting as the liaison between the business and technical aspects of the team.

• Proactively spot process gaps and issues throughout the Revenue organization and suggest solutions before they escalate.

• Develop and maintain Salesforce reports and dashboards to provide Revenue leadership with insights into pipeline health, account statuses, and team performance.

• Evaluate the effectiveness of operational programs against team objectives, such as pipeline generation, account growth, and team efficiency.

⛳️ Requirements

• Minimum of 3 years of direct Salesforce administration experience (100+ users) in a B2B SaaS or fintech setting.

• Proven track record of managing Salesforce configuration from start to finish: including objects, flows, validation rules, permission sets, and integrations.

• Experience utilizing modern large language model tools (e.g., Claude) to improve productivity, research, and communication is essential.

• Proficiency in writing and executing SOQL queries across standard and custom objects, including relationship queries, aggregate functions, and complex filters, along with a solid understanding of governor limits and tools like Developer Console or Workbench.

• Strong grasp of Revenue systems data architecture and best practices for data quality.

• Basic knowledge of backend system architecture and database query language to trace data flows, troubleshoot integration issues, and collaborate effectively with engineering (experience with data analysis tools such as Tableau or Redshift is a plus).

• Familiarity with administering at least one Revenue tool beyond Salesforce (e.g., Salesloft, Docusign, Clay).

• Ability to work autonomously and manage platforms with minimal oversight.

🏝️ Benefits

• Health insurance

• Flexible work arrangements