Personetics is shaping the Cognitive Banking era, harnessing AI to help banks anticipate customer needs, provide actionable insights, and deliver intelligent financial guidance. Our platform continuously analyzes and leverages real-time transactional data, enabling banks to proactively support customers in managing their finances and reaching their goals. As industry leaders-yes, we really are leaders-we partner with the world’s top financial institutions, empowering over 150 million customers monthly across 35 global markets from offices in New York, London, Singapore, São Paulo, and Tel Aviv.
About the positionThis is a 6-month, fixed-term maternity leave replacement position. As the Business Applications & Salesforce Admin at Personetics, you will play a central role in owning and optimizing our commercial tech stack. This is a standalone role — you will be the sole owner of these systems, with no one else on the team currently performing this function. You will be responsible not only for Salesforce administration, but also for managing and integrating key business applications used by our Sales, Marketing, and Customer Success teams – including Claude AI, Gong, ZoomInfo, Lusha, Apollo, Monday.com, HubSpot, and others.
Responsibilities- Serve as the sole owner of the configuration, integration, and administration of Salesforce and key go-to-market (GTM) applications
- Partner with RevOps leadership to align business systems with company goals and revenue strategy.
- Implement, maintain, and optimize integrations between Salesforce and other platforms, ensuring a seamless data flow across the GTM stack.
- Support users across the Sales and Customer Success organization by handling day-to-day requests, access issues, and system troubleshooting.
- Design and deploy automations, workflows, and processes that enhance productivity and data consistency.
- Collaborate with cross-functional teams and external vendors to improve system capabilities and drive adoption.
- Stay current on new features, product releases, and best practices - ensuring Personetics gets the most from its commercial technology ecosystem.
- Salesforce Admin (ADM 201) or Advanced Admin (ADM 211) certification.
- At least 3 years of experience as a Salesforce Administrator in a global tech environment.
- Experience managing multiple business applications and integrating them with Salesforce.
- Strong understanding of Salesforce best practices: custom objects, formula fields, flows, validation rules, permissions, dashboards, etc.
- Ability to assess the impact of new requirements across systems and recommend scalable solutions.
- Strong organizational skills, with the ability to prioritize tasks and meet deadlines in a fast-paced environment.
- Familiarity with Claude AI, Monday.com
- Hands-on experience with Salesloft, Gong, ZoomInfo, Lusha, and other B2B SaaS tools.
- Familiarity with HubSpot and 6Sense.
- Basic knowledge of Apex, SOQL, or other scripting tools for custom workflows or debugging.
- Experience working with AppExchange products and evaluating third-party vendors.
Skills Required
- Salesforce Admin (ADM 201) or Advanced Admin (ADM 211) certification.
- At least 3 years of experience as a Salesforce Administrator in a global tech environment.
- Experience managing multiple business applications and integrating them with Salesforce.
- Strong understanding of Salesforce best practices: custom objects, formula fields, flows, validation rules, permissions, dashboards.
- Ability to assess the impact of new requirements across systems and recommend scalable solutions.
- Strong organizational skills, with the ability to prioritize tasks and meet deadlines in a fast-paced environment.
- Familiarity with Claude AI and Monday.com.
- Hands-on experience with Salesloft, Gong, ZoomInfo, Lusha, and other B2B SaaS tools.
- Familiarity with HubSpot and 6Sense.
- Basic knowledge of Apex, SOQL, or other scripting tools for custom workflows or debugging.
- Experience working with AppExchange products and evaluating third-party vendors.
What We Do
Money Management & PFM for Banks & Financial Institutions. Personetics serves hundreds of banks and financial institutions across 30 global markets. See how your bank can harness the power of AI to engage customers and increase revenue with financial data-driven personalized customer engagement, PFM, and money management platform. Harnessing the power of AI, Personetics’ Self-Driving Finance™ solutions are used by the world’s largest financial institutions to transform digital banking into the center of the customer’s financial life – providing real-time personalized insight and advice, automating financial decisions, and simplifying day-to-day money management. Serving over 135 million bank customers worldwide, Personetics has the largest direct customer impact of any AI solution provider in banking today. Personetics now counts among its customers 6 of the top 12 banks in North America and Europe, as well as other leading banks throughout the world. Personetics is the global leader in financial-data-driven personalized banking and customer engagement for financial services and the company behind the industry’s first Self-Driving Finance™ platform. Led by a team of seasoned FinTech entrepreneurs with a proven track record, Personetics is a rapidly growing company with offices in New York, London, Paris, Singapore, Tokyo, Tel Aviv and Nazareth. The company has been named a Gartner Cool Vendor, a Top Ten FinTech Company by KPMG, and a Top Ten Company to Watch by American Banker
