Salesforce Administrator

Posted 19 Days Ago
Charlotte, NC
Hybrid
5-7 Years Experience
Fintech • Software • Financial Services • App development
DebtBook provides debt, lease, and subscription management software for finance professionals.
The Role
DebtBook is seeking a Salesforce Administrator to design and build strategic solutions on the Salesforce platform, respond to user requests, perform complex configuration tasks, and collaborate with cross-functional teams. The ideal candidate will have 5+ years of experience, Salesforce Administrator Certification, deep knowledge of Salesforce flows, and strong organizational skills.
Summary Generated by Built In

Who We Are

DebtBook offers modern treasury and accounting software designed to help state and local government, higher education, healthcare, and others go from operational overload to strategic leadership.

Our Debt and Cash Management solutions empower strategic treasury and improve financial outcomes by automating operational work and allowing teams to more easily analyze their data and extract valuable insights. Our Lease and Subscription Management solutions give accounting teams hours back to their day by automating GASB 87, ASC 842, and GASB 96 compliance workflows.

DebtBook ranks No. 39 on the 2024 Inc. 5000, its annual list of the fastest-growing private companies in America. The prestigious ranking provides a data-driven look at the most successful companies within the economy’s most dynamic segment—its independent, entrepreneurial businesses. 

We are driven by a collective commitment to foster a Growth Mindset, exemplify the strength of One Team, consistently go Above and Beyond, and Take Ownership of our responsibilities and outcomes. Our mission is to cultivate an environment where innovation thrives, and our team members are empowered to reach their full potential. 

About the Role

DebtBook is looking for a Salesforce Administrator as part of our Sales Operations team. As Salesforce Administrator, you will be responsible for designing and building our strategic solutions on the Salesforce platform using configuration and declarative admin features. You will have extensive experience and knowledge in industry standard development best practices and methodologies. You will be a self organized member of the team who has the ability to efficiently work with our business and cross functional stakeholders.

What You’ll Do

  • Respond to Salesforce user requests and assist with developing solutions to address business needs
  • Perform complex Salesforce configuration and maintenance tasks as needed, including data ingestion, process flows, reports, dashboards, and user access updates
  • Work with cross-functional teams including Sales, Marketing, Customer Success, Product & Engineering, Finance, and Legal to institute solutions that serve all teams and external systems, including assessing and building cross-functional system integrations

What You Bring  

  • 5+ years of work experience, including 3+ years of experience working directly with Salesforce orgs
  • Salesforce Administrator Certification
  • Deep knowledge of Salesforce flows and the platform as a whole
  • Strong attention to detail and superior organizational skills
  • Ability to take ownership of projects from planning through execution
  • Strong interpersonal skills

Nice to Haves

  • Experience with BI tools such as Metabase, Looker, PowerBI, or others
  • Salesforce Platform App Builder Certification, Sales Cloud Consultant Certification, Advanced Administrator Certification

Why DebtBook

Proud to be named one of the “Best Places to Work” by Charlotte’s Business Journal, DebtBook is a fast-growing company where we dream big, move fast, make an impact, and bring joy to everything we do. Our core values drive our success as an organization, and we are looking for talented teammates who share our passion for challenging the status quo, innovating in all we do, and wanting to make a difference. 
#LI-Onsite

DebtBook is an Equal Opportunity Employer. We value diversity and prohibit discrimination and unlawful harassment in the workplace. All applicants will receive consideration for employment based upon their qualifications without regard to race, religion, color, national origin, ethnicity, gender, gender identity or expression, pregnancy, sexual orientation, age, marital status, genetic information, political affiliation, National Guard or veteran status, disability, or any other protected status under federal, state, or local law. We welcome and encourage applicants with disabilities to contact our team for assistance during the application and hiring process. We are committed to expanding accessibility and making reasonable accommodations in accordance with applicable law.


Top Skills

Salesforce

What the Team is Saying

The Company
HQ: Charlotte, NC
120 Employees
Hybrid Workplace
Year Founded: 2019

What We Do

Based in Charlotte, DebtBook helps finance teams in local government, higher education, and healthcare manage their debt, leases, and subscriptions in the cloud, driving efficiency, collaboration, transparency, and informed decision-making within their organizations. Built by the industry and for the industry, DebtBook enables organizations to easily implement new accounting standards, such as GASB 87 and GASB 96, and maintain ongoing compliance.

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DebtBook Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

DebtBook's Engineering Employees are 100% Remote (US-based). Product Management, Sales, Customer Success, Finance, Legal and HR teams are onsite (Charlotte) with WFH flexibility.

Typical time on-site: Not Specified
HQCharlotte, NC

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