Source Job

• Triage, prioritize, and resolve user-reported issues and service requests related to Salesforce and connected systems.
• Perform routine Salesforce administrative tasks such as user setup, permissions and license management, and keeping metadata up to date.
• Assist with configuration tasks, platform upgrades, and data management activities including imports and data cleanup.

Longmark Group is an alternative asset management platform specializing in residential real estate. With a 100+ person team and expertise at top institutions, they are building the world’s largest alternative asset manager the smart way.

• Own and optimize core business platforms, ensuring they effectively support business goals and processes.
• Collaborate cross-functionally with teams to identify and implement process improvements and efficiencies.
• Develop and maintain BI reports and analytics dashboards, providing insights for data-driven decision-making.

Villa is building America’s leading next-generation homebuilding platform to be the easiest, fastest and most cost-efficient way to build homes. They are the largest ADU builder in California and is growing rapidly into other housing products and geographies.

• Serve as the primary point of contact for all Salesforce support requests, resolving issues in a timely manner and/or routing requests for products maintained by other teammates
• Own data quality including setting up monitoring systems to identify problematic data streams/automations and eliminate errors
• Design and deliver walkthroughs and training to educate staff

GiveWell is a research organization that identifies and funds cost-effective giving opportunities, focusing on global health and well-being. Our work is funded by tens of thousands of donors who rely on our research to inform their giving.

• Support a world class sales team by solving Salesforce cases and meeting our monthly SLA
• Collaborate with cross-functional partners (Enablement, Data, Engineering, Marketing) and RevOps team members to reduce contact rate
• Investigate operational, technical, or process failures to identify underlying causes rather than just treating symptoms

Headway is building a new mental healthcare system that everyone can access by making it easy for therapists to accept insurance and scale their practice. They are a Series D company with over $325m in funding that has grown into a diverse, national network of over 60,000 mental healthcare providers across all 50 states and have served over 1 million patients.

• Build and maintain Salesforce reports and dashboards that clearly communicate marketing and funnel performance
• Identify opportunities to use AI for data cleaning and enrichment, insight generation and analysis
• Collaborate closely with Marketing, RevOps, and other GTM stakeholders

Intradiem is a technology company that is on a mission to reinvent customer service through automation. We take a “people-first” approach, treating employees, customers and each other with the dignity and respect we all deserve and employees enjoy a family-first culture.

• Own the Salesforce support board and act as a bridge between global ops and the Salesforce tech team.
• Provide high-quality support to internal users via the ticket system and customize Salesforce fields and layouts.
• Manage data imports, updates, and exports while ensuring data integrity and security.

Docplanner Group aims to help people live longer, healthier lives by connecting patients with doctors across 13 countries. As the world's largest healthcare platform, Docplanner has over 3,000 employees and is backed by leading VC funds including One Peak Partners, Goldman Sachs Asset Management, and Point Nine Capital.

• Design and build scalable solutions in Salesforce and a PRM using Flows.
• Configure and optimize partner portal experiences, partner account hierarchies and deal registration processes.
• Build and maintain systems for accurate partner attribution across the opportunity lifecycle.

Vanta helps businesses earn and prove trust by making security monitored and verified continuously. It has a kind and talented team, and while some have prior security experience, many have been successful at Vanta without it.

• Serve as the HubSpot reporting expert and owner of revenue performance dashboards
• Build and maintain reports across the full funnel including lead conversion, pipeline health, win rates, deal velocity, retention, and churn
• Own the monthly Sales and CX commission process end-to-end, ensuring accurate and timely payouts

EasyLlama is transforming the HR compliance industry through engaging and interactive training solutions adapted for the mobile-first generation. They aim to partner with organizations to reduce employee risk and foster a more inclusive environment, and they are trusted by over 5,000 clients.

• Optimize and effectively manage the use of Salesforce as the CRM platform for field teams.
• Optimize existing dashboards and reports to best support the needs of the sales teams.
• Support analytical modeling for enhanced decision making and business performance analysis across all management levels.

Turquoise Health is working to make healthcare pricing simpler, more transparent, and lower cost for everyone. They are a Series B startup backed by top VCs a16z, Box Group, Bessemer Venture Partners, Tiger Global, Adams Street, and Yosemite.

• This candidate maintains pipeline and forecast hygiene in Salesforce.
• They oversee sales performance analytics, develops seller scorecards, and manages commissions.
• The ideal candidate ensures data accuracy, delivers timely insights, and maintains a disciplined forecast cadence.

HSP Group is a premier provider of global expansion services, helping companies simplify the complex challenges of operating internationally. With scale-up organizations and innovative technology firms expanding at unprecedented speed, HSP is uniquely positioned to become their trusted global partner.

• Perform basic Salesforce configuration tasks, including creating or updating flows, custom objects, formula fields, permission sets, reports & dashboards, etc.
• Perform basic Workday user account configuration, including setting usernames and granting access to proper tasks, reports, and business processes.
• Work collaboratively with users who report bugs or make requests for new features or functionality to develop clear requirements and illuminate potential trade-offs, decision-points, and ramifications, and propose, design, and implement technical solutions.

The Obama Foundation's mission is to inspire, empower, and connect people to change their world by building an active democratic culture. They are building a global center for change with a range of opportunities in Chicago, and is committed to anti-racism and equity.

• Supports a business unit sales team across different regions and multiple brands.
• Provides sales administration, CRM support, data analysis, reporting, and information entry support.
• Assists in data quality management and supports business unit reporting or analysis requirements.

Tahaluf is the largest B2B live and on-demand events organiser in Saudi Arabia by space, attendance, colleagues, and revenue. Our team fosters a culture of collaboration, creativity, and a little fun. Scaling at this pace also requires exceptional local partners, and Tahaluf is proud to work with a range of government and non-government organisations at the forefront of Saudi Arabia’s B2B and B2C large-scale events scene.

• Own recurring operational reporting and publishing, ensuring accuracy across data sources and systems.
• Maintain documentation standards and structured repositories in Confluence and SharePoint.
• Support Wrike administration, including data hygiene, queue and intake management, workflow and form updates, and routing logic adjustments.

Granicus is in the Govtech industry and is transforming it by bringing governments and its constituents together. They serve 5,500 federal, state, and local government agencies and more than 300 million citizen subscribers.

• Act as the primary operational extension to senior leadership.
• Drive priorities and manage execution on commercial initiatives.
• Collect, analyze, and prepare materials for executive reporting.

Arizona General is seeking a Commercial Operations Manager. They offer a flexible remote work environment and an inclusive and diverse workplace culture.

• Identify and analyze breakdowns across onboarding, customer success, and support workflows.
• Diagnose root causes of operational friction and translate them into clear, prioritized problem statements.
• Partner with post-sale leadership to align on business definitions of success, service levels, and operating priorities.

Wrapbook is a smart, intuitive platform that makes production payroll and accounting easier, faster, and more secure. They provide a unified payroll platform that seamlessly connects your entire team—production, accounting, cast, and crew—all in one place.

• Manage Nava’s community engagement infrastructure.
• Ensure contact data is accurate and actionable.
• Support outreach, events, campaigns, and relationship-building.

Nava is a consultancy and public benefit corporation working to make government services simple and effective. They guide agencies constrained by legacy systems to a future with sharp user experiences built on secure, reliable, fault-tolerant cloud infrastructure.

• Own the HubSpot instance and the marketing setup in Salesforce CRM for the Americas.
• Evaluate, implement, and manage tools that improve visibility, efficiency, and performance across the funnel.
• Own marketing data governance, including data hygiene, deduplication, enrichment, and documentation, while delivering insights and recommendations.

Trustly is building a smarter, faster, and more secure financial future by revolutionizing the world of payments. As a global leader in Open Banking Payments, it has a global team of innovators and collaborators, fostering a workplace where everyone feels they belong.

• Serve as the primary point of entry for all system administration requests within your assigned customer environments.
• Partner directly with customers to ensure each environment is reviewed, tested, and fully aligned with every Clariti and Salesforce release, anticipating risk and proactively identifying optimization opportunities.
• Proactively communicate required activities, prepare customers for upcoming changes, and ensure they are properly enabled for each update.

Clariti Cloud Inc. empowers governments to deliver exceptional citizen experiences. Their team is committed to building an inclusive culture where team members take ownership over projects, tasks, and outcomes.

• Review, evaluate, approve, and implement new client Service Contract requests.
• Respond to, investigate, and resolve customer issues on the eCommerce Website or Learning Management Systems.
• Communicate with internal teams and external LMS providers to address and resolve issues impacting course delivery and system changes.

Colibri Group provides professional education for various industries. They value love, joy, boldness, teamwork, and curiosity, fostering a positive and inclusive work environment for their employees.

• Own and optimize Salesforce & Hubspot, data hygiene, and workflow automations
• Build and maintain dashboards and reporting for pipeline health, forecasting, bookings, churn, and expansion
• Partner with Sales & Marketing to define, measure and analyze KPIs and performance metrics

VulnCheck is transforming vulnerability intelligence by helping security teams act faster and with more confidence. The company was founded in 2021 in Lexington, Massachusetts and has a transparent, collaborative, and supportive culture.