Project overview
About the Role OneLocal is revolutionizing the B2B space with our innovative white-label marketing platform. We’ve helped thousands of businesses grow by building exceptional digital presences and are now partnering with top software providers and franchisors to offer a powerful, in-house marketing solution for their SMB clients. Our AI-driven, all-in-one platform gives merchants the tools they need to gain a competitive edge and expand their businesses. We pride ourselves on a dynamic, inclusive culture where everyone can be their authentic selves. We’re looking for a talented and proactive Salesforce Administrator to join our Revenue Operations / Finance team. Reporting to the Finance Director, this role will lead the administration of our Salesforce platform and the broader revenue tech stack. The ideal candidate will be passionate about optimizing systems, improving processes, and enabling cross-functional teams to work more efficiently. Key Responsibilities Salesforce Administration Manage the Salesforce platform, including processes, workflows and configurations impacting Sales, Customer Success, Delivery and Finance teams. Manage standard and custom objects, fields, page layouts, and workflow rules. Lead user management activities, including user profiles, roles, and security validation. Collaborate with stakeholders to evaluate, identify, and implement solutions within Salesforce. Manage process flows and integrations with billing and payment systems. Manage product catalog updates for subscription bundles and coupons. Develop and maintain user training documentation and provide ongoing training and support to users. Ensure adherence to Salesforce best practices and stay current on new SaaS updates impacting the revenue tech stack. Collaborate with our developers/engineering team on product/platform changes impacting CRM data and revenue operations. Automations and Integrations Manage Salesforce automations (process builders, flows), including troubleshooting and updates. Utilize tools such as Zapier to connect Salesforce with external applications. Manage key integrations (HelloSign, ChurnZero, Salesloft, Chargebee, Hubspot, etc.). Data Management Maintain and improve data accuracy and integrity within Salesforce. Implement and manage data hygiene processes and resolve data-related issues. Document Salesforce customizations and data model. Support long-term scalable data management best practices. Business/Systems Development Collaborate with the DevOps team to implement systems impacting Salesforce and the revenue tech stack. Manage the Salesforce sandbox environment, coordinate and test new releases. Gather and translate business and functional CRM requirements from internal teams (Sales, Finance, Customer Success, etc.). Research and assess new industry technologies to enhance the revenue tech stack. Drive tech solutions to support revenue growth and optimize internal processes. Qualifications/Requirements 3-5 years of Salesforce administration and management experience, with a strong background in data management and process improvement. Minimum 2 years of Salesforce administration experience in a SaaS environment. Strong experience with automation tools (process builders, flows) and Salesforce integrations with external applications (Zapier, Salesloft, Hubspot). Experience working with subscription billing and payment software systems ... (Description has been truncated due to length limits)