The Role
We’re looking for a strategic and hands-on Senior Salesforce Administrator to take full ownership of our Salesforce ecosystem. In this role, you’ll lead the redesign of our CRM architecture to align with evolving business needs and support scalable GTM operations. You’ll be the go-to expert for system architecture, automation, and optimization—playing a key role in scaling our GTM operations. This role is perfect for someone who loves solving complex RevOps challenges, designing scalable solutions, and integrating modern tools (including AI) to boost sales productivity. You’ll partner closely with cross-functional teams to drive CRM efficiency, improve data quality, and identify opportunities for automation and AI to accelerate execution.
Key responsibilities
- Own all aspects of Salesforce administration—including configuration, data hygiene, user support, and system security.
- Redesign and scale our Salesforce architecture to match evolving business needs and GTM motion.
- Implement advanced automations and workflows to improve efficiency and reduce manual effort.
- Integrate AI-driven tools to support sales productivity, forecasting, and data-driven decision-making.
- Lead CRM data structure reviews, audits, and cleanups to ensure accuracy and usability.
- Evaluate and manage the broader RevOps tech stack, driving tool adoption and cost-effective usage.
- Build a long-term CRM and RevOps systems roadmap aligned with business growth.
- Conduct ongoing training and enablement to improve system adoption and data quality across teams.
Required Qualifications
- 5+ years of Salesforce administration and/or architecture experience.
- Deep understanding of Salesforce Sales Cloud, automation tools (Flow, Apex, Lightning), and data management best practices.
- Experience with AI-powered sales tools (e.g., conversational intelligence, predictive analytics).
- Familiarity with revenue tech stacks, CRM integrations, and marketing automation platforms.
- Strong problem-solving skills and the ability to translate business needs into technical solutions.
- Excellent communication and stakeholder management abilities.
Preferred Qualifications
- Salesforce certifications (Admin, Advanced Admin, Architect)
- Experience with tools like Outreach, Marketo, Looker, or similar
- Background in SaaS, B2B, or high-growth startup environments
- Exposure to ABM strategy and CRM architecture to support it
About Pilot
Pilot launched in 2017 to bring the back office into the modern era. Pilot provides small businesses with dedicated finance experts - which Pilot hires as full-time, U.S.-based employees - who learn the ins-and-outs of their business. Pilot integrates directly with the billing, banking, expense, and payroll systems customers already use. With a special blend of custom software and expert bookkeepers, Pilot delivers accurate, consistent bookkeeping and financial management and tax services that give entrepreneurs the freedom to focus on their business.
Pilot has over 2,000 customers and has raised over $170 million in financing from Sequoia, Index Ventures, Stripe, Bezos Expeditions, and Whale Rock. Our investors also include a long list of world-class entrepreneurs, including Patrick and John Collison, Drew Houston, and Diane Greene. Our most recent funding round doubled our valuation to $1.2 billion – Meet Fintech’s Newest Unicorn.
Why Pilot?
- We invest in our employees’ development and happiness because our employees are the keys to our success and ensuring happy customers
- The opportunity to join a seasoned founding team that has led companies through two prior successful startups and acquisitions (by Oracle and Dropbox).
- Flexible vacation/time-off policy
- All federal holidays are observed
- Competitive benefits package including wellness benefits such as Modern Health and One Medical
- Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks
- 401(k) plan
The base pay range target for the role seniority described in this job description is $110,000 - $149,000 in San Francisco, CA. Final offer amounts depend on multiple factors such as candidate experience and expertise, geographic location, total compensation, and market data. In addition to cash pay, full-time regular positions are eligible for equity, 401(k), health benefits, and other benefits; some of these benefits may be available for part-time or temporary positions.
Pilot commits to provide a work environment free of discrimination and harassment, as well as equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. You may view all of Pilot’s recruiting notices here, including our EEO policy, recruitment agency policy, recruitment scam notice, and important E-Verify information. You may view our job candidate privacy policy here.
Top Skills
What We Do
Pilot launched in 2017 to bring the back office into the modern era. Pilot provides small businesses with dedicated finance experts - which Pilot hires as full-time, U.S.-based employees - who learn the ins-and-outs of their business. Pilot integrates directly with the billing, banking, expense, and payroll systems customers already use. With a special blend of custom software and expert bookkeepers, Pilot delivers accurate, consistent bookkeeping and financial management and tax services that give entrepreneurs the freedom to focus on their business.
Why Work With Us
Pilot is truly a diverse company. We embrace people from all backgrounds including those who were formerly incarcerated. In addition, with our high growth environment we love to promote people within and offer them great career opportunities.
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