About the Role
As our Revenue Systems Administrator, you'll play a vital role at Affinity, designing and implementing a best-in-class tech stack to support GTM teams. You will ensure each tool is adopted, performant, and runs reliably, partnering with Sales, CS, and Revenue Operations to scope projects, validate work items, and meet commitments. This role reports to the Applications Manager.
Responsibilities
- Serve as the dedicated technical owner of Salesforce Sales Cloud and Service Cloud, including users, profiles, permission sets, roles, page layouts, validation rules, flows, Apex and automation.
- Own lead routing in LeanData, territory management, opportunity workflows, and account hierarchy processes within Sales Cloud.
- Own case management, queues, SLAs, knowledge base, and customer service workflows within Service Cloud.
- Support Quote-to-Cash (QTC) processes within Salesforce, including quoting workflows, pricing governance, discount approval routing, and the handoff of closed opportunities.
- Administer the broader GTM stack, including Outreach, ZoomInfo, LeanData, Clari, Momentum, Gainsight, Tableau, Fivetran, and other key tools integrated with Salesforce.
- Extend data from GTM tools into actionable insights usable in Salesforce and identify areas for improvement.
- Use AI tools to automate recurring systems work and identify opportunities to apply AI and automation to revenue workflows.
- Evaluate, implement, and measure AI-powered features within existing tools and help shape adoption of new ones.
- Partner with the GTM AI Champion program to identify systems workflows worth automating, document reusable prompts/skills, and help level up AI fluency.
- Partner with stakeholders to translate business problems into well-scoped technical requirements, asking meaningful questions, surfacing trade-offs, and recommending solutions.
- Improve Salesforce data quality by implementing rules and automation.
- Find and address tech debt, poorly constructed flows, misfiring validation rules, unneeded managed packages, and rogue fields.
- Manage the full Salesforce release cycle, assessing platform updates, sandbox-testing configurations, communicating changes, and deploying to production.
- Maintain system documentation, process maps, and change logs.
- Train end-users on best practices to increase adoption and data hygiene.
- Act as a go-to resource for Sales, CS, Support, and RevOps users, triaging tickets, fixing permissions issues, and training users on new functionality.
Requirements
- 3+ years of hands-on Salesforce development & administration experience in a sales or revenue operations environment within a B2B SaaS environment.
- Direct ownership of a production org.
- Demonstrated experience administering and integrating multiple GTM platforms (LeanData, Outreach, SalesLoft, Pardot, Fivetran, Tableau), CPQ, data enrichment tools, Qualified, or comparable systems.
- Analytical mindset: approach work as a business analyst, ask thoughtful questions, define clear success criteria, and drive meaningful solutions.
- AI fluency: actively use AI tools (Claude, Claude Code, or similar) in daily work and have shipped or administered AI features within a GTM stack.
- Troubleshooter's mindset: comfortable digging into messy data, tracing broken automation, and validating fixes.
- Understanding of end-to-end GTM processes, lead-to-opportunity, quote-to-cash, and customer lifecycle management.
- Strong SQL/reporting instincts and comfort building reports and dashboards.
- Experience writing detailed specifications of user requirements, business processes, and procedures.
- Experience with Agile, sprints, and release management.
- Knowledge of end-user needs when designing scalable, best-practice solutions.
- Excellent relationship-building and stakeholder management skills, with the ability to liaise with stakeholders at all levels.
- Salesforce Advanced Administrator or Platform App Builder certification is a plus.
- Experience with a CPQ application is a plus.
- Experience with "rip and replace" of tools is a plus.
- Experience building or deploying AI agents/assistants for internal tooling or self-serve data access is a plus.
Skills
- Salesforce Sales Cloud
- Salesforce Service Cloud
- LeanData
- Outreach
- ZoomInfo
- Clari
- Momentum
- Gainsight
- Tableau
- Fivetran
- Claude
- Claude Code
- SQL
- Agile
- CPQ
Location
- San Francisco
- New York
Work Type
- Hub-hybrid model
- In-office 2-3 days per week
Experience Level
- 3+ years of hands-on Salesforce development & administration experience
Education Level
- Salesforce Administrator certification preferred
- Salesforce Advanced Administrator or Platform App Builder certification is a plus
Salary/Compensations
- $93,000 - $130,000 USD
Benefits
- Medical, dental, and vision insurance premiums covered
- Flexible personal & sick days
- 401(k) plan
- Annual education budget
- Comprehensive L&D program
- Monthly reimbursement for home internet, meals, and wellness memberships/equipment
- Virtual team-building activities and socials
About the Company
- With more than 3,000 customers worldwide and backed by some of Silicon Valley's best firms, Affinity has raised $120M to empower dealmakers to find, manage, and close more deals.
- Our Relationship Intelligence platform uses the wealth of data exhaust from trillions of interactions between Investment Bankers, Venture Capitalists, Consultants, and other strategic dealmakers to deliver automated relationship insights that drive over 450,000 deals every month.
- Proud to have received Inc. and Fortune Best Workplaces awards as well as to be Great Places to Work certified for the last 5 years running.
- Join us on our mission to make it possible for anyone to cultivate and fully harness their network to succeed.
Equal Opportunity
- Studies have shown that women and people of color are less likely to apply to jobs unless they meet every qualification. At Affinity, we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role but your past experience doesn't perfectly align with the qualifications above, we encourage you to apply anyway. You may be just the right candidate for this or other roles.
