Salesforce Administrator, RevOps

SmartBiz is on a mission to transform small business lending.

SmartBiz is the leading AI-powered small business financing platform equipping entrepreneurs with access to the right capital at the right time. To date, we’ve connected borrowers with more than $9 billion in funding while increasing efficiency for our network of banks and trusted lending partners. More than 230,000 entrepreneurs have utilized our platform to access the funding they need to grow, with 60% of loans made to minority, women, or veteran-owned businesses.

Salesforce Administrator, RevOps

The Revenue Operations team at SmartBiz plays a critical role in supporting business functions across several teams. We’re seeking a communicative and enthusiastic individual who thrives in fast-paced environments to help us enhance and expand our suite of tools and processes that make our business work.

As a Salesforce Admin, RevOps you’ll be a champion of user experience, acting as the first line of assistance to resolve support tickets with your creative problem solving, platform knowledge, and strong communication skills. You’ll gather requirements and user feedback, contribute to designing and implementing scalable solutions and support processes, promote best practices in change management, governance, and more. You’ll report to the Senior Manager, RevOps Systems.

How You Will Make An Impact:

  • Handling user support issues, support queue management, and process improvements, with a deep dedication to providing amazing customer service
  • Salesforce configuration changes, including (but not limited to): Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, dashboards and reports
  • Identify and gather requirements, translating into best practice, scalable solutions with a focus on exceptional user experience
  • Support in socializing platform changes to end users and stakeholders
  • Monitor and improve user adoption
  • Learning and supporting additional systems and tools such as: Gong, RingCentral, Boostlingo, HubSpot, etc.

What We Are Looking For

  • Strong Salesforce product knowledge and at least 3+ years of Salesforce Administration hands-on experience with Sales Cloud and customized environments and integrations
  • Stellar communication skills, relationship-building skills and experience working directly with end users to optimize their experience
  • Certified Salesforce Administrator, Trailhead Badges/Superbadges
  • Additional Salesforce certifications e.g. Advanced Administrator, Platform App Builder nice to have
  • Experience with CICD and related tools (GearSet) nice to have
  • Ability to liaise with stakeholders at all levels
  • Experience gathering requirements and translating into technical solutions
  • Experience working within the agile methodology/framework
  • Experience implementing Salesforce configuration changes, including (but not limited to): Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards and reports
  • Demonstrates continued personal/professional development

Opportunities & Benefits We Will Provide:

  • Join us on the journey as we target an IPO in 24-36 months
  • Help redefine small business banking
  • Competitive salary and equity in a fast-growing start-up
  • 100% paid medical, dental, and vision benefits for employees and their domestic partners and dependents
  • 100% paid life and disability insurance
  • 401k plan
  • Work from anywhere in the United States; we’re a fully distributed company, and we provide the tools, culture, and support to make your work setup work for you

More About SmartBiz:

  • 60% + of the loans funded by our banks are for women-owned, minority, or veteran businesses
  • Great Place to Work Certified, August 2022 – August 2023 USA
  • Committed to DEI&B – Mogul Diversity Badge, 2022
  • 2021 Top Small Business Lending Platform Award by LendIt Fintech
  • American Banker’s Best Places to Work in Financial Technology in 2017, 2020, 2021, and 2022
  • TechBullion named SmartBiz as one of the 5 Best Fintech Companies to Work For in 2019
  • Rated “excellent” by TrustPilot review website
  • The company has raised $47 million in venture funding. Investors include Venrock, Investor Growth Capital, and First Round Capital.

SmartBiz Loans is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law.

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  • This position has been filled

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