• Salesforce.com System Administrator

    Job Locations US-TX-Austin
    Business Operations
  • Overview

    Planview is seeking an experienced Salesforce.com System Administrator to support our high growth organization.  Reporting to the Director of Business Applications, this role will be an integral part of the team and a partner for the Sales Operations team.  The ideal candidate is interested in pushing the Salesforce application (and the ecosystem of applications around it) to the limit.  The candidate should have a desire to create repeatable, scalable systems with an eye for automating processes and removing inefficiency.


    • Work with Sales, Sales Operations, and Marketing executive management and end-users to manage existing salesforce application and ancillary systems
    • Design and create customized Sales reports and dashboards (i.e. pipeline management and forecasting) that drive informed business decisions
    • Perform regular data uploads/exercises, data maintenance & cleaning activities
    • Create and manage complex workflow rules, data validation rules and approval processes
    • Manage Salesforce helpdesk in providing application users with technical support, tracking resolution progress in Salesforce Cases
    • Provide daily administration and support of Planview’s Salesforce database including but not limited to managing user setup, profiles and roles, customization of objects, fields, record types and page layouts
    • Create and maintain documentation on processes, policies, application configuration and help-related materials for super-users, end-users and governance staff
    • Lead salesforce.com major and minor releases for the company, including release cycle testing, end user feature training, and overall corporate communication
    • Flexibility to adapt to changing priorities/deadlines including the ability to multi-task and juggle many competing priorities/deadlines


    • 5+ years performing Salesforce .com configuration and administration of the Sales and Service Clouds
    • Experience with Salesforce CPQ, Marketo, Gainsight, Xactly, and other SFDC ecosystem applications
    • Experience with relational databases, data models and data integration tools/processes a plus
    • Excellent communication and analytical skills.
    • Ability to work independently and as part of a team, often on multiple concurrent projects
    • Prior working experience with Salesforce administration, developing objects, record types, page layouts, workflow rules and approvals
    • Salesforce Administrator certification a plus
    • Experience with Salesforce.com developer toolkit, including Apex Classes, Controllers and Triggers, Visualforce, Force.com IDE, Force.com migration tool and Web Service a plus
    • Experience with Enterprise Software products a plus
    • Experience with AppExchange products a plus
    • Experience with data migration using Data Loader or 3rd party tools a plus
    • Sound comprehension of SaaS platform concepts, involving technical requirements, upgrades, system configuration, workflow management, reporting and user / role setup a plus
    • This position is based in our Austin Headquarters

    Great Benefits and Fun Perks

    • We offer highly competitive benefits packages for every lifestyle.
    • No one likes working in a box, right? That’s why we’ve built some fun, open work environments with optional standing desks, game rooms, unlimited snacks, soft drinks, and gourmet coffee machines. Oh, and a tasty cereal bar and fresh fruit to get your day going!
    • We believe in regular fun office events and monthly happy hours!
    • We offer weekly onsite yoga classes, chiropractor visits and car wash services.
    • We’re in a brand new office building with garage parking and shaded courtyards with outdoor gas grills and seating, just in case you want to grab some sun during lunch.
    • We host daily food trucks!
    • And because we believe in community involvement, we’re also active participants of a variety of causes, including a Planview MS150 riding team, Heartwalk, Central Texas Food Bank, Salvation Army Angel Tree and more!

    Planview is an Equal Opportunity/Affirmative Action Employer


    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed