This role administers the sales systems (Salesforce), reporting, and forecasting ensuring that sales teams have the tools, insights, and processes they need to perform at their best.
The role requires strong analytical and problem-solving capabilities, paired with strategic thinking, solid business acumen, and a comprehensive understanding of sales processes and CRM data.JOB DESCRIPTION
Salesforce Platform Administration
Integrate and manage supporting sales tools, including ZoomInfo, LinkedIn Sales Navigator, Pardot (Account Engagement), Introhive, Outlook Integration and e-signature or proposal platforms (e.g., DocuSign, Conga)
Configure and customize Salesforce using declarative tools (Flows, Validation Rules, Dynamic Pages, Custom Report Types)
Maintain profiles, permission sets, licenses, roles, and sharing settings to ensure proper data access and compliance
Manage release updates and assist with testing new salesforce features
Work cross-functionally with developers and architects to deliver enhancements to production environment.
Participate in UAT and release deployment activities
Assist with import, update, clean and transform data activities using Data Loader, Data Import Wizard, or third-party tools
User Enablement & Support
Partner with sales, marketing and client services teams to align Salesforce functionality with business needs and to ensure smooth data flow and reporting alignment
Support daily operational requests such as user setup, record updates, and troubleshooting
Data Management & Reporting
Partner with IT and data teams to maintain CRM-data alignment with the data warehouse, ensuring reliable and consistent metrics across systems
Assist in maintaining data integrity, manage user access, and ensuring governance standards are followed to ensure accurate reporting
Assist with the development and release of reports and dashboards for performance tracking and executive visibility
Supervisory responsibilities
May lead and supervise subordinate team members
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift up to 15 pounds at a time
Travel required
Limited travel may be requested for attending events, conferences, or internal meetings
Required education and experience
Bachelor’s degree in business, information systems, computer science, or a related field, or equivalent professional experience
5+ years of relevant experience
Proven ability to analyze complex issues, think critically, and develop practical, scalable solutions
Proficiency with Salesforce declarative tools and data management utilities
Strong understanding of data governance, reporting, and automation best practices
Excellent communication skills with the ability to translate technical concepts for business audiences
Preferred education and experience
Advanced degree in business, information systems, computer science, or related discipline
Experience leading or supporting Salesforce data governance or automation initiatives
Background working in cross-functional environments bridging technology and business operations
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
WHO WE AREUHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFERPOSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
Top Skills
What We Do
UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges.
As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
Firm Disclaimer
©2025 UHY LLP. ALL RIGHTS RESERVED.
“UHY” is the brand name under which UHY LLP and UHY Advisors, Inc. provide professional services. The two firms operate as separate legal entities in an alternative practice structure. UHY LLP is a licensed independent CPA firm that performs attest services. UHY Advisors, Inc. provides tax and business consulting services through subsidiary entities. UHY Advisors, Inc. and UHY LLP are U.S. members of Urbach Hacker Young International Limited (UHY International), a UK company, and form part of the international UHY network of legally independent accounting and consulting firms. Any services described herein are provided by UHY Advisors, Inc. and/or UHY LLP (as the case may be) and not by UHY International or any other member firm of UHY International. Neither UHY International nor any member of UHY International has any liability for services provided by other members.
On this website, (i) the term "our firm", "we" and terms of similar import, denote the alternative practice structure conducted by UHY LLP and UHY Advisors, Inc. and its subsidiary entities, and (ii) the term "UHYI" denotes the UHY international network, in each case as more fully described in the preceding paragraph.
