Manager, Salesforce Administration

At PitchBook, a Morningstar company, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We’re deeply collaborative and thrive on the excitement, energy, and fun that reverberates throughout the company.  Our extensive learning programs and mentorship opportunities help us create a culture of curiosity that pushes us to always find new solutions and better ways of doing things. The combination of a rapidly evolving industry and our high ambitions means there’s going to be some ambiguity along the way, but we excel when we challenge ourselves. We’re willing to take risks, fail fast, and do it all over again in the pursuit of excellence. If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you.  About the Role: The Go-to-Market (GTM) Systems Administration team serves as the operational backbone for Salesforce and the broader GTM technology ecosystem. The team combines strong technical execution with disciplined governance, keeping the platform stable, secure, and scalable for users across the business.   In partnership with GTM Systems Product, Delivery, and business stakeholders, the team turns business requirements into maintainable solutions that drive data integrity and user adoption. The Manager, Salesforce Administration leads the Salesforce Administration function and ensures the reliability, scalability, and operational excellence of Salesforce and related GTM systems. This role combines hands-on technical expertise with people leadership, serving as a key partner to Revenue Operations, Marketing, Sales, Customer Success, and IT to deliver CRM solutions that support business growth.   Reporting to the Senior Manager, GTM Systems Administration, this role executes the platform roadmap and governance standards and leads day-to-day Salesforce administration. The successful candidate will stay hands-on in configuration, automation, releases, and integrations while building a high-performing admin team.   Primary Job Responsibilities: Team Leadership & Administration Excellence   Hire, onboard, lead, and develop a team of Salesforce administrators, establishing clear goals, performance expectations, and career development plans Establish team standards for documentation, testing, quality assurance, stakeholder communication, and operational support Foster a culture of accountability, continuous improvement, and customer-focused service delivery Serve as an escalation point for complex administration and platform support issues Salesforce Administration & Platform Operations   Own day-to-day platform operations, monitoring system health, performance, security, data quality, and user adoption to drive continuous improvement Partner with the Senior Manager, GTM Systems Administration to execute governance standards, platform enhancements, and technical debt reduction initiatives Maintain platform documentation including configuration guides, data dictionaries, change logs, process documentation, and support procedures Release Management & Governance   Coordinate Salesforce seasonal releases, patches, and internal enhancements, including environment management, sandbox strategy, testing, deployment, and post-release validation, to minimize business disruption Execute established change management processes to ensure stable and predictable platform delivery Own intake triage, backlog management, and support SLAs Standardize and simplify workflows and automations, favoring reusable solutions Ensure administration work aligns with security, compliance, and governance requirements GTM Systems & Integration Administration   Administer Salesforce integrations with Qualified, LeanData, Gong, ZoomInfo, LinkedIn Sales Navigator, Lusha, and other GTM tools, ensuring reliable data flow and process execution Troubleshoot integration failures, data synchronization issues, and system performance challenges, partnering with vendors and internal technical teams as needed Cross-Functional Partnership   Partner with GTM Systems Product and Delivery teams to translate business requirements into scalable Salesforce solutions, from design and prioritization through implementation Manage relationships with implementation partners and software vendors as needed Build strong relationships across the organization to ensure alignment between business objectives and platform capabilities Support the vision and values of the company through role modeling and encouraging desired behaviors Participate in various company initiatives and projects as requested Skills and Qualifications: Basic Qualifications 5+ years of experience as a Salesforce Administrator, with deep expertise in declarative configuration, automation, and data management Active Salesforce Certified Administrator credential 2+ years of experience directly managing CRM administrators, including hiring, coaching, performance management, and workload prioritization Experience with Salesforce DevOps and CI/CD tools such as Gearset, Copado, or similar Must be authorized to work in the United States without the need for visa sponsorship now or in the future Preferred Qualifications Proven experience supporting platform health, release management, and operational reliability in a complex GTM environment Experience supporting integrations, cross-system workflows, and incident management Strong understanding of lead-to-account, lead-to-cash, and customer lifecycle processes within a modern GTM technology stack Ability to guide stakeholders through trade-off decisions when scoping solutions Excellent communication, stakeholder management, and problem-solving skills Additional Salesforce certifications, such as Advanced Administrator, Platform App Builder, or Sales Cloud/Service Cloud Consultant Experience in a Sa