Revenue Cycle Liaison

The Role As our Revenue Systems Administrator, you'll play a vital role at Affinity. We are looking for a proactive, highly motivated individual to help design and implement a best-in‑class tech stack to support our GTM teams. Whether it's CRM, Enablement, Customer Success, Engagement, or Enrichment, you will be responsible for ensuring that each tool is adopted, performant, and runs reliably. You'll partner with Sales, CS, and Revenue Operations to scope projects, validate work items, and meet your commitments. This role reports to the Applications Manager. What you'll be doing: 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; partner with Finance and Revenue Operations to ensure accurate and timely quote‑to‑order execution.. Administer the broader GTM stack ,including Outreach, ZoomInfo, LeanData, Clari, Momentum, Gainsight, Tableau, Fivetran, and other key tools integrated with Salesforce. Extend the data available in these tools into actionable insights usable in Salesforce, and identify and address areas of improvement Use Claude (and tools like Claude Code) to automate recurring systems work. Identify opportunities to apply AI and automation to revenue workflows. Evaluate, implement, and measure AI‑powered features within our existing tools, and help shape how we adopt 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 across Sales, CS, RevOps, and Marketing Partner with stakeholders to translate business problems into well‑scoped technical requirements. Ask meaningful questions, surface trade‑offs, and recommend solutions rather than simply executing tickets Improve Salesforce data quality by implementing rules and automation as needed. Find and address tech debt, poorly constructed flows, misfiring validation rules, unneeded managed packages, rogue fields, etc. Manage the full Salesforce release cycle. assess platform updates, sandbox‑test configurations, communicate changes to stakeholders, and deploy to production on a disciplined weekly cadence Maintain system documentation, process maps, and change logs; train end‑users on best practices to increase adoption and data hygiene. Be a go‑to resource for Sales, CS, Support, and RevOps users — triaging tickets, fixing permissions issues, and training users on new functionality. Qualifications Don't meet every single requirement? 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. Required: End-to-end ownership: 3+ years of hands‑on Salesforce development and administration in a sales or revenue operations environment within a B2B SaaS company, including direct ownership of a production org and at least one Salesforce process you designed and built end‑to‑end, from business requirement through configuration and automation to deployment and user adoption. Salesforce Administrator certification required. Declarative + programmatic depth: Demonstrated experience building with validation rules, Flows, and Apex (triggers, classes, test coverage), plus LWC, with clear judgment on when each is the right tool for the problem. This includes real technical tradeoffs made and owned, not just tools touched or exposure gained. Quote‑to‑Cash experience: Direct experience with quoting workflows, pricing/discount approval routing, or the Opportunity‑to‑Order handoff in Salesforce, whether through native Salesforce, a CPQ platform (Salesforce CPQ, MonetizeNow, Zuora, etc.), or comparable quote/contract automation. Salesforce security model: Real, hands‑on experience with roles, profiles, permission sets, OWD, and sharing rules in a multi‑team org (e.g., Sales, CS, and Support sharing the same objects with different visibility needs). Multi‑tool fluency: Experience administering and integrating GTM platforms (LeanData, Outreach, SalesLoft, Fivetran, Tableau, or comparable), evaluated as a complement to core Salesforce depth, not a substitute for it. Analytical mindset: You naturally approach work as a business analyst would, asking thoughtful questions to understand the underlying problem, defining clear success criteria, and driving solutions rather than executing tickets literally. AI fluency: You actively use AI tools (Claude, Claude Code, or similar) in your daily work and can describe a specific way you've used them to build, automate, or ship something, not just as a research or writing aid. Troubleshooter's mindset: Comfortable digging into messy data, tracing a broken automation back to root cause, and validating fixes before shipping. End‑to‑end GTM process understanding: Solid working knowledge of lead‑to‑opportunity, quote‑to‑cash, and customer lifecycle management, including how a prospect account converts to a customer within Salesforce. Reporting rigor: Strong SQL/reporting instincts; comfortable building reports and dashboards that hold up to scrutiny from Finance and RevOps. Requirements & process documentation: Experience writing detailed specifications of user requirements, business processes, and procedures for software solutions. Agile/release discipline: Experience with Agile, sprints, and release management. Stakeholder management: Excellent relationship‑building and stakeholder management skills, able to liaise at all levels. Location: San Francisco or New York For this role we're embracing a hub‑hybrid model, designed to balance flexibility with meaningful in‑person collaboration. Team members within commuting distance are expected in‑office 2 days per week, typically Tuesday through Thursday. We believe great things happen when people come together intentionally to connect, create, and build momentum as a team. What you'll enjoy at Affinity: We live our values: As owners, we take pride in everything we do. We embrace a growth mindset, engage in respectful candor, act as playmakers, and "taste the soup" by diving deep into experiences to create the best outcomes for our colleagues and clients. Health Benefits: We cover your medical, dental, and vision insurance premiums with comprehensive PPO, HDHP and HMO options (in CA), and offer flexible personal & sick days to support your well‑being. Retirement Planning: We offer a 401(k) plan to help you plan for your future. Learning & Development: We provide an annual education budget and a comprehensive L&D program. Wellness Support: We reimburse monthly for things like home internet, meals, and wellness memberships/equipment to support your overall health and happiness. Team Connection: Virtual team‑building activities and socials to keep our team connected, because building strong relationships is key to success. Please note that the role compensation details below reflect the base salary only and do not include any variable pay, equity, or benefits. This represents the salary range that Affinity believes, in good faith, at the time of this posting, that it will pay for the posted job. A reasonable estimate of the current range is $93,000 - $130,000 USD. Within the range, individual pay depends on various factors including geographical location and a review of the applicant's experience, knowledge, skills, and abilities. About Affinity 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. How? 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. We are are 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. #J-18808-Ljbffr