Job Title: Sales Technology Administrator Reports to: Head of Sales Operations & Enablement Location: Remote or Louisville, KY preferred POSITION OVERVIEW The Sales Technology Administrator owns the sales technology ecosystem end-to-end - from CRM administration and workflow automation to platform integrations, data quality, and user adoption. This is a new headcount role built to give the sales organization the technical infrastructure it needs to operate at scale. This is not a traditional CRM ticket-taker. The ideal candidate operates as a strategic systems owner who identifies operational bottlenecks, builds scalable automations, and ensures every platform in the stack is working together to support seller productivity. Must be comfortable working independently in a fast-moving, lightly structured environment. WHAT YOU WILL OWN Salesforce Administration • Administer and continuously optimize Salesforce - user management, workflows, dashboards, page layouts, validation rules, opportunity management, and automation • Maintain sales process governance and CRM data integrity across the full pipeline • Improve pipeline visibility, forecasting workflows, and operational reporting infrastructure • Build and maintain KPI dashboards that support sales leadership and management accountability Sales Technology Stack Ownership • Own and optimize the full sales technology ecosystem: Salesforce, Salesloft, Gong, ZoomInfo, Outlook integrations, and reporting/BI tools • Manage integrations and data flow between platforms to ensure clean, connected workflows • Troubleshoot platform issues and coordinate vendor support when necessary • Evaluate and recommend new tools and process improvements that drive seller efficiency Workflow Automation & Process Improvement • Build scalable automations that reduce manual work and improve the advisor and seller experience • Identify and systematically resolve operational bottlenecks across platforms • Support launch execution for new workflows, campaigns, and go-to-market initiatives Reporting, Training & Adoption • Build and maintain dashboards and operational reporting tied to pipeline, activity, onboarding, and productivity metrics • Partner with FP&A and Sales Ops on reporting consistency and leadership visibility • Drive platform adoption and best practices across the sales organization • Create documentation, process guides, and deliver onboarding and ongoing system training for field users WHAT WE ARE LOOKING FOR Required • 3–7+ years in Sales Operations, Revenue Operations, or Sales Systems Administration • Strong, hands-on Salesforce administration experience - must be able to build, not just manage • Direct experience administering Salesloft and Gong • Demonstrated experience with workflow automation and operational reporting • Ability to problem-solve and execute independently without heavy oversight • Comfort operating in evolving, entrepreneurial environments with limited structure Preferred • Salesforce Administrator certification • Financial services, fintech, insurance, or wealth management experience • Experience supporting advisor-facing or B2B distribution sales organizations • Familiarity with ZoomInfo, BI/reporting tools, and RevOps ecosystems COMPENSATION Competitive base salary and performance bonus. Compensation commensurate with experience.