Position Overview

The Role:

The Salesforce Platform Manager is the face of the Salesforce platform to the business, responsible for the overall management of the platform. They are responsible for leading project teams, gathering requirements, designing solutions, and implementing configurations on Salesforce.com. They develop methodology and best practices for the sales teams, and drive platform adoption of all users. They manage the Salesforce roadmap and all platform initiatives. They will be involved in growth strategy discussions alongside the SVP of Sales and Sr Director of Sales Operations.


  • Weigh duties as appropriate to reflect importance and/or time expended on each.
  • Partner with Sales and Sales Ops leaders to determine Sales Cloud needs and opportunities.
  • Act as Project Manager for all enhancement and maintenance projects related to Sales Cloud.
  • Develop and maintain a backlog of enhancements and fixes.
  • Manage consulting/development partners.
  • Communicate and report project status to Sales leadership and IT management, including budget, risks and general business issues.
  • Responsible for the day-to-day configuration, support, maintenance, and improvement of our database.
  • Maintain and optimize Workflows, Process Builders, Flows, custom settings, page layouts, Lightning pages etc.
  • Own the user adoption of Salesforce.com.
  • Ensure Sales teams are getting the most from the tool.
  • Develop and deliver training for Sales teams as necessary.
  • Maintain adoption dashboards and data-quality dashboards, reviewing regularly for indication of adoption improvement needs.
  • Respond to requests for immediate issues. Troubleshoot issues and identify related solution or user training requirements.
  • Stay updated on the platform’s new tools, capabilities, and updates.
  • Manage any system code/configuration changes required related to Salesforce releases.
  • Assist with special projects as directed by Sales Ops leader.

Job Qualifications

  • Bachelor’s Degree
  • 3-5 years working experience within Revenue Operations (e.g., Sales, Marketing, Sales Ops) or as an IT business partner of these functions
  • 2-3 years of experience working for a consulting firm or a professional services division of a software company in a business analyst/consulting manager role

Special Skills

  • Strong understanding of Salesforce Sales Cloud, Marketing Cloud, Pardot and other CRM technology solutions. Candidates will be considered for depth on other CRM packages (Microsoft CRM, SAP CRM, Oracle On-Demand, and the like).
  • Experience leading discovery workshops, including solution presentations and prototype demonstrations
  • Certified Salesforce Administrator or Developer
  • Ability to work well with people including project stakeholders and project team members.
  • Proactive desire to continue to broaden and deepen business and consulting skills.
  • Ability to work both independently and within a team.
  • Capable of managing a variety of complex issues while driving momentum of key projects.
  • Strategic mindset and exceptional communication skills.

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