Revenue Systems Administrator

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

📋 Description

• Manage daily administration of Salesforce, including object configuration, custom fields and layouts, validation rules, flows, automations, and permission sets.

• Ensure CRM data integrity by designing and enforcing strong data quality standards, executing audit processes, and taking charge of the resolution and escalation of data issues.

• Collaborate with the Revenue Systems Engineer on technical architecture decisions, leveraging comprehensive Salesforce knowledge along with contextual insights to assist in builds and automations.

• Promote AI tool adoption across the Revenue team, ensuring that AI and existing tools are utilized together for optimal efficiency in daily workflows.

• Set up AI-driven workflows, agents, and prospecting tools (via Clay) while managing 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.

• Oversee platform administration for our Customer Success platform (Vitally) and other essential Revenue tools (e.g., Salesloft, Docusign), including configuration, integrations, user management, and continuous optimization.

• Handle cross-platform integrations and data synchronization (e.g., Salesforce <> Vitally, Salesforce <> Clay), ensuring smooth data flow between systems and addressing sync issues as they arise.

• Conduct regular feature audits to guarantee the team is fully utilizing tools and identify cost-saving or consolidation opportunities.

• Manage onboarding and training for administered tools, including new hire orientation and refresher training as required.

• Acquire a thorough understanding of Sales and Customer Success workflows to ensure platform configurations align with actual business processes rather than merely default technical settings.

• Transform stakeholder needs into actionable tool configurations, acting as a liaison between the business side and the technical side of the team.

• Actively identify process gaps and challenges within the Revenue organization and propose solutions before they escalate.

• Create and maintain Salesforce reports and dashboards that provide Revenue leadership with insights into pipeline health, account status, and team performance.

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

⛳️ Requirements

• Over 3 years of hands-on Salesforce administration experience (100+ users) within a B2B SaaS or fintech setting.

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

• Demonstrated experience utilizing modern large language model tools (such as Claude) to improve productivity, research, and communication is essential.

• Proficient in writing and executing SOQL queries across standard and custom objects, including relationship queries, aggregate functions, and complex filters, 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 advantageous).

• Experience administering at least one Revenue tool besides Salesforce (Salesloft, Docusign, Clay, etc.).

• Capability to work independently and manage platforms without significant oversight.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Generous paid time off and flexible work arrangements.

• Opportunities for professional development and career advancement.

• A collaborative and innovative work environment that fosters creativity.