Sales Technology Administrator

Job Title: Sales Technology Administrator

Reports to: Head of Sales Operations & Enablement

Location: Remote or Louisville, KY preferred

POSITION OVERVIEW

The Sales Technology Administrator owns the sales technology ecosystem end-to-end - from CRM administration and workflow automation to platform integrations, data quality, and user adoption. This is a new headcount role built to give the sales organization the technical infrastructure it needs to operate at scale.

This is not a traditional CRM ticket-taker. The ideal candidate operates as a strategic systems owner who identifies operational bottlenecks, builds scalable automations, and ensures every platform in the stack is working together to support seller productivity. Must be comfortable working independently in a fast-moving, lightly structured environment.

WHAT YOU WILL OWN

Salesforce Administration

Administer and continuously optimize Salesforce - user management, workflows, dashboards, page layouts, validation rules, opportunity management, and automation

Maintain sales process governance and CRM data integrity across the full pipeline

Improve pipeline visibility, forecasting workflows, and operational reporting infrastructure

Build and maintain KPI dashboards that support sales leadership and management accountability

Sales Technology Stack Ownership

Own and optimize the full sales technology ecosystem: Salesforce, Salesloft, Gong, ZoomInfo, Outlook integrations, and reporting/BI tools

Manage integrations and data flow between platforms to ensure clean, connected workflows

Troubleshoot platform issues and coordinate vendor support when necessary

Evaluate and recommend new tools and process improvements that drive seller efficiency

Workflow Automation & Process Improvement

Build scalable automations that reduce manual work and improve the advisor and seller experience

Identify and systematically resolve operational bottlenecks across platforms

Support launch execution for new workflows, campaigns, and go-to-market initiatives

Reporting, Training & Adoption

Build and maintain dashboards and operational reporting tied to pipeline, activity, onboarding, and productivity metrics

Partner with FP&A and Sales Ops on reporting consistency and leadership visibility

Drive platform adoption and best practices across the sales organization

Create documentation, process guides, and deliver onboarding and ongoing system training for field users

WHAT WE ARE LOOKING FOR

Required

3–7+ years in Sales Operations, Revenue Operations, or Sales Systems Administration

Strong, hands-on Salesforce administration experience - must be able to build, not just manage

Direct experience administering Salesloft and Gong

Demonstrated experience with workflow automation and operational reporting

Ability to problem-solve and execute independently without heavy oversight

Comfort operating in evolving, entrepreneurial environments with limited structure

Preferred

Salesforce Administrator certification

Financial services, fintech, insurance, or wealth management experience

Experience supporting advisor-facing or B2B distribution sales organizations

Familiarity with ZoomInfo, BI/reporting tools, and RevOps ecosystems

COMPENSATION

Competitive base salary and performance bonus. Compensation commensurate with experience.