InvestCloud, Inc.

Principal Salesforce Administrator – Revenue Operations Systems

NEW YORK, NYPosted 20 days ago

Job summary

  • Job post source

    This job is directly from InvestCloud, Inc.

  • Job overview

    The Principal Salesforce Administrator leads the administration and strategic evolution of Salesforce focused on revenue operations to enhance sales productivity and performance.

  • Responsibilities and impact

    The role involves managing Salesforce configuration, CPQ expertise, automating GTM processes, creating reports, supporting system integrations, ensuring data integrity, and leading platform enhancements.

  • Compensation and benefits

    The salary range is $175,000 - $185,000 with benefits including medical, dental, vision, disability, life insurance, FSA, HSA, EAP, voluntary ancillary plans, 401(k) with match, and paid time off.

  • Experience and skills

    Requires 7-10 years Salesforce admin experience with 3+ years in CPQ, Salesforce Administrator Certification, strong problem-solving, communication skills, and preferred experience with integrations and Salesforce DevOps.

  • Work environment and culture

    InvestCloud values client connection, human-centered approaches, technology forward thinking, respect, integrity, and excellence, fostering an innovative and inclusive environment.

  • Company information

    InvestCloud is a global leader in wealth technology, serving major financial clients worldwide and recognized as CNBC World's Top Fintech Company in 2024.

  • Unique job features

    The role offers a strategic position with deep Salesforce CPQ expertise, cross-functional collaboration, and impact on go-to-market strategy in a leading fintech company.

Company overview

InvestCloud, Inc. specializes in digital platforms for financial services, offering cloud-based solutions for wealth management, asset management, and financial planning. They generate revenue through subscription fees for their software-as-a-service (SaaS) products, which enhance client engagement, data analytics, and operational efficiency. Founded in 2010, InvestCloud has grown rapidly, acquiring several companies to expand its capabilities and market reach. Their innovative approach combines cutting-edge technology with user-friendly design, making them a leader in the fintech industry.

How to land this job

  • Position your resume to showcase deep expertise in Salesforce administration and CPQ, emphasizing your ability to lead system configuration, data architecture, and process automation in revenue operations contexts.

  • Highlight your experience collaborating cross-functionally with Sales, Marketing, Finance, and RevOps teams to improve go-to-market processes and support scalable sales productivity solutions.

  • Apply via InvestCloud's corporate careers page and LinkedIn job postings to maximize visibility and ensure your application reaches multiple recruitment channels.

  • Connect with Salesforce and Revenue Operations professionals at InvestCloud on LinkedIn; start conversations by referencing recent InvestCloud fintech innovations or asking about their approach to Salesforce CPQ optimization.

  • Optimize your resume for ATS by incorporating keywords such as 'Salesforce CPQ,' 'Sales Cloud,' 'process automation,' 'revenue operations,' 'data architecture,' and 'GTM strategy' to pass automated screenings effectively.

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