Salesforce Administrator, FreeWill (Remote or NYC)
Julia Silbergeld
Full-time • Excellent Benefits • Work from Anywhere in the US (except CO, AL, or LA)
About the role
We are seeking a sharp, motivated, and proactive Salesforce Administrator with excellent communication skills for this new role at FreeWill. You will be the driving force on revenue data operations including technology and process improvement, reporting, analysis, team enablement and more. You must have demonstrated the ability to work at a fast pace with a high level of accuracy and excellent attitude. Detailed work is a major focus of the job, and those details need to be handled quickly, correctly, and efficiently. You will drive multiple aspects of revenue operations as the company continues to grow and scale the business.
To be successful in this role, you must be friendly and genuinely interested in the business, agenda, and needs of others, including the company, its management, the team, and the company's customers. This is an excellent opportunity for a high-energy, driven, and technically creative individual interested in adding value, learning, and growing with the organization.
Responsibilities
Help optimize our sales and service technology stack. Responsibilities include thinking through requirements, definitions, design and maintenance of our Salesforce Instance.
Work with other systems (e.g.SalesNavigator, SalesLoft, Hubspot, Churnzero) to make sure they are properly connected into Salesforce and information is optimally sync-ed across systems
Identify process bottlenecks; recommend process changes and system improvements
Architect weekly and monthly reporting dashboards to help improve existing sales processes and conversion metrics
Execute on Salesforce requests from the Operations team to support Sales and Partner Success
Vet through existing data processes and figure out ways to improve best practices while minimizing additional admin work for team members
Hold Salesforce trainings and put together documentation to ensure proper adoption of CRM best practices
Be a key driver of sales enablement as it relates to the Salesforce ecosystem and related processes
Create and maintain internal and customer facing knowledge base; systems, process, best practices
Assist with any additional projects that enable further productivity and efficiency on the revenue teams
Required Skills and Experience
2+ years experience in Salesforce administration for a Software-As-A-Service (SaaS) business
Experience with commercial contract preparation, using standardized templates
Exceptional attention to detail and the ability to work independently
Very strong Salesforce.com experience required (knowledge of administration, reporting, dashboards and end-user functionality)
Strong and proactive strategic thinker and problem solver
Ability to multitask on several projects running simultaneously
Excellent system skills including advanced knowledge of Microsoft Excel and Google Sheets
Personable and able to work as a member of a small team and to interact with peers and internal customers in other departments as needed
Excellent work ethic, desire to learn and be challenged, self-driven and motivated
Benefits
In addition to helping raise $1 trillion for high impact nonprofits and a kind and joyful work environment, full time employees at FreeWill are eligible for the following benefits:
Work from home
$120 monthly stipend to outfit your home office or cover utility bills
Unlimited PTO
Staff holidays and FreeDays (periodic one day office closures to rest and refresh)
Company stock options
401k
Medical/Dental/Vision (some single coverage medical plans are 100% employer paid, subsidized rates for spousal, parent-child, and family coverage)
Free One Medical membership
Paid parental leave
Fully paid trips, such as an annual work retreat in a relaxing location
Book policy: We’ll cover any reasonably priced books that will make you better at your job (i.e how to excel in sales) or improve the FreeWill community (i.e. books on anti-racism).