SFDC Admin / Sales Tools Admin AI-Driven Enterprise SaaS
The Salesforce Administrator will be accountable for the overall success of Clari's production Salesforce implementation in support of our Sales team.
Your primary goal is to provide technology solutions that enables Sales and all stakeholders in the Revenue Operations life-cycle to be more efficient. Partner with Sales to define, align and improve business processes through use of information technology services.
The ideal candidate translates business issues and opportunities into scalable technology services and can simplify complex processes. You have great sense of urgency and a call to action. You are experienced in identifying business opportunities for automation and improvement with little to no guidance.
Clari makes revenue teams connected, productive and predictable by using AI to provide transparency and actionable insights. We're supporting over 200 revenue organizations including market leaders like Symantec, Adobe, Lenovo, Dropbox, Okta and Nutanix. We obsess over how to combine automated data capture, predictive insights, connected workflows and simple user experience to helps B2B companies increase win rates, shorten sales cycles and improve forecast accuracy
The result is passionate and frankly humbling customer loyalty. We consistently hear from our customers how we've changed their lives - just check out the reviews on G2 Crowd.
It never gets old, and we never take it for granted.
In the first 3 months (Immersion Phase) you will:
Become knowledgeable with Clari SFDC implementation and all supporting applications and integrations.
Become knowledgeable with Sales and operational support processes with focus on SFDC, CPQ, Conga and Docusign.
Provision, setup and manage users across the sales tool stack.
Manage all aspects of complex Salesforce implementation, including day-to-day administration, security, user provisioning, customization, and integration with other tools
By 6 months mark (Build Phase) you will:
Lead the testing and deployment of ad-hoc or project related configuration in Salesforce and other sales tools.
Develop a deep knowledge of various platforms to help document and improve Clari's sales process.
Manage, refine, and strive to improve Salesforce CPQ (aka SteelBrick CPQ) implementation, including tight integrations with Conga and DocuSign.
Monitor, and maintain data quality and integrity through ongoing analysis, deduplication, cleanup, remediation of procedural deficiencies that contribute to bad data.
Develop and deliver accurate analyses, reports and dashboards and ad-hoc requests
By the 12 months mark (Optimization Phase) you will:
Continuously identify opportunities to increase value and user experience outside of the Sales organization
Identify, present, and implement automation to streamline workflows across the organization.
Significantly contribute to our internal process documentation and knowledge bases.
Work cross-functionally with Sales Operations, Sales Enablement, Marketing Operations, Customer Success, Product, and Executive Leadership to identify deficiencies and deliver innovative solutions.
5+ years as a certified Salesforce.com administrator and subject matter expert
Expert-level design, administration, and troubleshooting skills in the following areas of Salesforce:
Process Builder, Flow, and legacy Workflow
Complex formula fields, validation rules, and record assignment rules
Reports and dashboards
Design, development and implementation of Salesforce Custom Objects and fields
Best practices and feature release management
Lightning interface design, page assignment, and support
Experience implementing, maintaining, troubleshooting, and extending Salesforce CPQ (aka Steelbrick CPQ) for subscription-based sales and contract management
Strong experience configuring Conga Composer solutions to include custom buttons and advanced merge documents
Strong data management skills including normalization, merge/purge/batch update, and migration
Basic HTML and Apex experience (troubleshooting or implementing basic triggers)
Experience working with sandbox and production environments to manage/test functional or process changes
Strong knowledge of SaaS business model and sales operations for B2B subscription software sales
Preferred certifications: Salesforce Advanced Administrator, Salesforce CPQ, Salesforce Developer, and/or experience is a plus
Administration experience with: Outreach.io, DiscoverOrg, LinkedIn Sales Navigator and Marketo
Clari is a fun and fast-growing Silicon Valley company. We were named as a 2018 Bay Area Top Workplace for the 4th consecutive year. Clari was recognized as one of the 10 Coolest Machine-Learning and AI Startups of 2018 by CRN and the Gartner Cool Vendor in Gartner's Tech Go-to-Market category. Clari earned a spot in G2 Crowd's Top 25 Silicon Valley Companies, and earned the #1 overall ranking for G2 Crowd's Top 20 Sales Analytics Software.
Here's why Clari may be the perfect next step for you.
Culture: promoting personal growth, independence, and teamwork.
Executive team: a savvy team on their third company with deep market experience.
Customers: leading companies that run their business on Clari.
Investors: top VCs Sequoia, Bain Capital, Tenaya Capital, Thomvest Ventures, Blue Cloud Ventures, and Northgate that make up our superb and supportive board.
Our team is made up of veteran entrepreneurs, brilliant engineers, tried-and-true sales professionals that have done this before and want to do it again, this time only bigger. What's left to add? You.
We are just a block from the Caltrain station in the heart of the Silicon Valley.
Let's talk about whether Clari is the logical next step for you.