Omilia is seeking an experienced Salesforce and Revenue Operations Specialist Administrator to join its Revenue Operations team. This individual will be responsible for the administration, support, and training of Salesforce. The ideal candidate is a proactive problem-solver with a strong understanding of Salesforce and business processes, eager to enhance Omilia's RevOps tech stack.
This role demands a detail-oriented, results-driven approach and strong collaboration skills to work effectively with the RevOps team and other internal stakeholders, including Global Sales, Marketing, Customer Success, Finance and Accounting, and the Project Management Office. The administrator will manage the day-to-day configuration, maintenance, support, and improvement of Salesforce, ensuring tactical operations align with strategic objectives.
The successful candidate will possess excellent communication, multitasking, and organizational abilities. Familiarity with the fast-paced, rapidly changing environment of a growing tech company, preferably in a B2B or enterprise SaaS setting, is essential. This position reports to the Revenue Operations Manager and will collaborate with another Salesforce Administrator, offering to shadow more experienced team members.
Key Responsibilities:
Salesforce Configuration and Management:
- Implement Salesforce configuration changes (Flow, fields, lightning pages, dynamic layouts, actions, Products & Price Books, custom objects, email alerts, custom settings, record types, approval processes, dashboards and reports).
- Manage user and license administration, including new user setup, deactivation, roles, and permissions.
- Gather user and stakeholder requirements, translating them into scalable, best-practice solutions with a focus on exceptional user experience.
- Manage sandbox environments, including testing and deployment.
- Ensure seamless technical and business alignment of third-party integrations with existing systems.
- Perform proactive system maintenance (Security Reviews, Release Updates, Health Checks).
- Troubleshoot Salesforce issues and serve as the primary contact for user support.
Data Hygiene and CRM Best Practices:
- Ensure data accuracy and security within Salesforce, including management of backup tools and integrations.
- Enforce data entry standards and monitor CRM hygiene to ensure data quality from Sales teams.
- Conduct regular audits of Salesforce data and implement validation rules and automations to secure quality, accuracy, and completeness of data.
- Develop and share CRM usage best practices to help sales reps maintain accurate records.
Training and Support:
- Work in close cooperation with the Sales & Partner Enablement teams to provide onboarding training for new hires, as well as ongoing training and support for the sales team on Salesforce and other RevOps tech stack tools.
- Create user-friendly training materials, tutorials, and reference guides to enhance tool adoption and proficiency.
- Serve as a key resource for answering questions and troubleshooting revenue operations tool issues.
- Develop and maintain technical documentation for Salesforce processes and configurations ensuring it is user-friendly and always up-to-date.
Reporting and Analytics:
- Build and maintain Salesforce reports and dashboards across stakeholders from company Leadership to department heads, providing insights and actionable KPIs into a variety of metrics covering Sales performance and forecasting accuracy, Pipeline health, Target attainment, and CRM usage.
- Analyze data and usage trends to proactively identify areas for sales process improvement.
- Develop and manage regular reporting cadence for KPIs and operational metrics, ensuring data accuracy and relevance.
Requirements
Technical Skills:
- Degree in Business Administration, Economics, Technology, or a similar field.
- Excellent mastering of Salesforce is required; Admin or Advanced Admin Certifications are strongly preferred but not mandatory.
- Minimum of 2-3 years of hands-on Salesforce administration experience.
- Demonstrated proficiency with Trailhead Badges/Superbadges.
- Experience implementing Salesforce Flow, fields, lightning pages, dynamic layouts, actions, Products & Price Books, custom objects, email alerts, custom settings, record types, approval processes, dashboards and reports.
- Experience with Salesforce analytics, reports, and dashboards.
- Proficiency in Salesforce sharing and security (roles, profiles, permissions, OWD, sharing rules).
- Experience with sandbox testing and deployment.
Nice to have:
- Salesforce Developer/Apex knowledge.
- Knowledge/Experience with the broader Salesforce ecosystem: Revenue Cloud, Data Cloud, Marketing Cloud, Agentforce etc.
- Experience with 3rd-party integrations (Jira, NetSuite, Gong, Zoominfo…) and Salesforce Mobile App configuration.
Soft Skills:
- Excellent communication, collaboration, and team-working skills.
- Contribute to a thriving work environment built on accountability and trust.
- Build strong working relationships across teams.
- Strong analytical skills and attention to detail.
- Proven business understanding mindset and a proactive approach to platform enhancements.
- Ability to understand the bigger picture, apply a thoughtful approach, contextualize problems, and customize solutions.
- Empathetic and optimistic, "glass half-full" approach.
- Ability to work independently in a fast-paced environment with a high degree of accountability, and adaptability to the evolving needs of the business.
- Real passion for Salesforce and a desire to implement best practice solutions in real-world conditions of a fast-pace business.
- Availability and responsiveness to questions, with a willingness to help, teach and empower co-workers.
- Strong presentation and training skills.
- Excellent written/verbal communication skills in English.
Benefits
- Remote opportunity;
- Fixed compensation;
- Long-term employment with the working days vacation;
- Development in professional growth (courses, training, etc);
- Being part of successful cutting-edge technology products that are making a global impact in the service industry;
- Proficient and fun-to-work-with colleagues;
- Apple gear.
Omilia is proud to be an equal opportunity employer and is dedicated to fostering a diverse and inclusive workplace. We believe that embracing diversity in all its forms enriches our workplace and drives our collective success. We are committed to creating an environment where everyone feels welcomed, valued, and empowered to contribute their unique perspectives without regard to factors such as race, color, religion, gender, gender identity or expression, sexual orientation, national origin, heredity, disability, age, or veteran status, all eligible candidates will be given consideration for employment.