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Sr. Salesforce Administrator, CPQ

PitchBook
$125,000-$140,000
life insurance, sick time, tuition reimbursement, 401(k)
United States, Washington, Seattle
901 Fifth Avenue (Show on map)
Mar 14, 2025

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.

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 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.

PitchBook's Senior Salesforce Administrator ensures we optimize and maintain our Salesforce ecosystem to drive efficiency and productivity across various business functions. You will be responsible for overseeing the configuration, customization, and integration of Salesforce Sales Cloud, Salesforce CPQ, Salesforce Billing, and Salesforce Service Cloud to meet the evolving needs of our organization. This role requires a deep understanding of Salesforce best practices, strong analytical skills, and the ability to collaborate with cross-functional teams to implement solutions that enhance user experience and support our business objectives.

Primary Job Responsibilities:



  • Administer and configure Salesforce Sales Cloud, Salesforce CPQ, Salesforce Billing, and Salesforce Service Cloud to support the needs of different departments such as sales, finance, and customer service
  • Collaborate with stakeholders to gather requirements, design solutions, and implement changes within Salesforce
  • Develop and maintain custom objects, fields, formulas, workflows, validation rules, and process builder flows to automate business processes and improve data integrity
  • Manage user access, profiles, roles, permission sets, and security settings to ensure data privacy and compliance with company policies
  • Lead efforts to integrate Salesforce with other systems and third-party applications using APIs, middleware, and other integration tools
  • Monitor system performance, troubleshoot issues, and provide technical support to end-users
  • Stay updated on new Salesforce features and releases, assess their impact on existing configurations, and recommend enhancements
  • Create and maintain documentation, including user guides, process diagrams, and training materials
  • 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:



  • Bachelor's degree in Computer Science, Information Systems, or related field
  • 5+ years of experience working as a Salesforce Administrator, with a focus on Salesforce Sales Cloud, Salesforce CPQ, Salesforce Billing, and Salesforce Service Cloud
  • Salesforce Administrator certification (ADM 201) required; additional certifications such as Advanced Administrator (ADM 211) and Salesforce Certified Platform App Builder preferred
  • Proficiency in Salesforce configuration, customization, and administration, including but not limited to custom objects, workflows, validation rules, and security settings
  • Experience with Salesforce Lightning Experience and Lightning App Builder
  • Strong understanding of relational databases and SQL queries
  • Excellent problem-solving skills and ability to analyze complex business requirements
  • Effective communication and interpersonal skills, with the ability to collaborate with stakeholders at all levels of the organization
  • Experience working in an Agile environment and familiarity with Agile methodologies is a plus



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: $125,000-$140,000
  • Target annual bonus percentage: 10%



*Starting pay will be based on several factors and commensurate with qualifications & experience. We also have a location-based compensation structure; there may be different ranges for candidates by location.

Working Conditions:

We 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.

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.

Life At PB:

We 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.

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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