Revenue Operations Systems and Salesforce Admin

About Middesk:

Middesk makes it easier for businesses to work together. Since 2018, we’ve been transforming business identity verification, replacing slow, manual processes with seamless access to complete, up-to-date data. Our platform helps companies across industries confidently verify business identities, onboard customers faster, and reduce risk at every stage of the customer lifecycle.

Middesk came out of Y Combinator, is backed by Sequoia Capital and Accel Partners, and was recently named to Forbes Fintech 50 List and cited as an industry leader in business verification by digital identity strategy firm, Liminal.

The Role:

We’re looking for a results-driven Revenue Operations Systems Specialist to join our team, with a primary focus on Salesforce Administration. This role plays a key part in optimizing systems, improving processes, and driving adoption across our sales, onboarding, and account management teams.

This role blends technical project management, administration, and analysis, supporting the configuration, maintenance, and enhancement of our CRM and revenue operations systems. You’ll work closely with stakeholders across the organization to design scalable solutions that improve efficiency and data accuracy.

We follow a hybrid work model, and for this role, there is an expectation of 2 days per week in our NYC office. Candidates should be based within a commutable distance, as we believe in the value of in-person collaboration and building strong team connections while also supporting flexibility where possible.

What You’ll Do:

Salesforce System Administration

• Serve as the primary Salesforce administrator for 100+ users.
• Manage core administrative functions, including user setup, reports, dashboards, workflows, and system audits.
• Oversee Salesforce data feeds, integrations, and system upgrades.
• Train new users and expand Salesforce expertise across the organization.
• Manage account provisioning and user enablement for GTM tools such as Gong, SalesLoft, and LeadIQ.

Technical Project Management

• Design and optimize GTM workflows within Salesforce, including onboarding and account management processes.
• Build integrations that sync internal systems with Salesforce, enabling teams to easily access customer and product data.
• Scope, document, and execute system development requests.
• Act as the liaison between users, vendors, and development teams.
• Maintain clear communication with stakeholders to identify process improvements and ensure cross-functional collaboration.
• Balance short-term tactical solutions with a long-term, scalable system strategy.

Revenue Operations & Insights

• Develop processes to support system administration, change management, and development initiatives.
• Design and implement territory structures.
• Build reports and dashboards that provide actionable insights for leadership and stakeholders.
• Drive continuous improvement initiatives to enhance efficiency, ensure data accuracy, and maximize the impact of GTM tools.
• Train GTM team members, creating documentation and training materials (videos, decks, etc.).

What We’re Looking For:

• 3+ years of Salesforce Administration experience (Sales Cloud) for an organization with at least 100 users.
• Salesforce Administrator Certification.
• Strong knowledge of Salesforce customization, including custom objects, formula fields, workflows, reports, and dashboards.
• Proven track record of leading projects to completion with a structured approach.
• Excellent project management skills and ability to balance priorities in a fast-paced environment.
• Strong analytical and problem-solving skills, with experience optimizing processes and driving efficiency.
• Ability to create and maintain reports and dashboards that support data-driven decision-making.
• Strong collaboration and communication skills, working effectively with Marketing, Sales, Events, and Data Analytics teams.
• Ability to prioritize multiple requests, meet deadlines, and manage stakeholders at all levels.
• Experience with HubSpot, SalesLoft, Gong, lead routing tools, data enrichment, or CPQ tools (e.g., MonetizeNow) is a plus.

Tagged as: Data & Insights, Project Management, System Administration