SFDC BA/Admin

CRM Ownership & Administration

· Own day-to-day management of the CRM platform, including users, permissions, and configuration

· Maintain system integrity, usability, and performance

· Build and manage automation using tools such as Flow and system configuration

· Ensure consistent data structure, cleanliness, and governance across the platform

Sales Process & Business Alignment

· Act as the primary interface between the sales team and the CRM

· Develop a strong understanding of the sales process, customer structure, and workflows

· Translate sales needs into system enhancements and process improvements

· Ensure CRM supports key sales motions such as pipeline management, quoting visibility, and account management

Reporting, Data & Insights

· Build and maintain reports and dashboards used by sales reps and leadership

· Ensure data is accurate, structured, and usable for decision-making

· Track and communicate key sales metrics and CRM ROI, ensuring the platform is delivering measurable impact to the business

· Support data analysis and reporting needs both inside and outside of the CRM

Governance & Development Management

· Manage and prioritize a backlog of system enhancements and requests

· Enforce governance over system changes to maintain consistency and scalability

· Partner with external implementation teams on system enhancements

· Participate in solution design, testing, and deployment of new capabilities

User Support & Enablement

· Serve as the primary support resource for CRM users

· Troubleshoot issues and guide users on best practices

· Maintain clear documentation of system processes and standards

· Help reinforce adoption and effective system usage across the field

Qualifications

Required

· 2–4 years experience supporting an enterprise CRM system (Salesforce experience preferred but not required)

· Strong understanding of sales processes, pipeline management, and sales metrics

· Experience building reports and working with data to drive insights

· Comfortable working directly with sales teams and leadership

· Ability to manage multiple responsibilities across support, data, and system improvements

· Strong organizational and problem-solving skills

· Ability to take direction and independently execute

Preferred

· Salesforce experience (admin or power user level)

· Experience in distribution, construction, or B2B sales environments

· Experience with CRM automation tools (e.g., Flow or similar)

· Experience working with external implementation or development partners

· Exposure to sales or marketing technology ecosystems

 

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