Salesforce Operations Analyst

Insight Global
Chicago, IL, United States
2 months ago

Role details

Contract type
Permanent contract
Employment type
Full-time (> 32 hours)
Experience level
Experienced
Experience required
3 years minimum
Working hours
Regular working hours
Job source

Tech stack

Microsoft Excel Software as a Service Databases Pivot Tables Salesforce.Com Software Troubleshooting Data Loader Marketo Zuora

Job description

DFIN is seeking a detail-oriented Salesforce Administrator to support daily operations of our global Salesforce environment. This role focuses on configuration, data maintenance, user support, and execution of defined system processes. The administrator will work closely with RevOps, Sales, and Customer Success teams to ensure Salesforce remains accurate, stable, and aligned with established governance and changemanagement protocols.

This role is highly process-driven and focused on execution, making it ideal for offshore operational support teams within SaaS organizations.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global’s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Requirements

Must Haves:

  • 3-5 years of experience L1 - L2 (day to day salesforce changes, updating opportunities for reps)

  • Hands-on experience administering Salesforce in an operations, systems, or support context (SaaS experience preferred).

  • Strong understanding of core Salesforce objects (Accounts, Contacts, Leads, Opportunities, Cases) and foundational admin capabilities.

  • Experience with building reports, dashboards, list views, and basic automation (e.g., Flows).

  • Ability to follow detailed procedures and documentation in a highly controlled environment.

  • Proficiency with data tools (Data Loader, Excel/Sheets-vlookups, pivot tables).

  • Strong troubleshooting and analytical skills with attention to detail.

  • Good English communication skills, especially in written support environments. Plusses:

  • Salesforce Administrator Certification (ADM-201) or progress toward certification.

  • Experience working with offshore teams supporting U.S. or EMEA sales organizations.

  • Familiarity with CPQ systems (Zuora CPQ, Salesforce CPQ, DealHub) is a plus.

  • Exposure to SaaS GTM tools such as Gong, Outreach, ZoomInfo, Marketo, Clay, etc.

  • Experience supporting release cycles and basic metadata deployment processes.

Apply for this position

This job is hosted externally. Click below to view the full posting and apply.

Apply on dejobs.org

Good distractions

Talks and stories from around this role — technically off-topic, practically not.

3:04 min

Database evolution and the funding behind vector databases

Erik Bamberg · LIVE

1:19 min

Improving platform onboarding with internal developer experience reviews

Ricky Holtz Ricky Holtz · WWC 2024

4:01 min

Managing application isolation via pluggable database models

Wei Hu Wei Hu · WWC 2022

1:20 min

Introduction to multi-cloud development infrastructure

Sandeep Pal Sandeep Pal · Coffee With Developers

3:09 min

Balancing data science skillings alongside systems engineering rigor

Nico Schmidt · LIVE

1:52 min

Evolution of distributed SQL database management systems

Akmal Chaudhri Akmal Chaudhri · LIVE

Videos

See all

Related articles

See all