Sales Technology Administrator

DPL Financial Partners

Louisville, KY

Job Description
Job Description
Job Title: Sales Technology Administrator
Reports to: Head of Sales Operations & Enablement
Location: Remote or Louisville, KY preferred

POSITION OVERVIEW
The Sales Technology Administrator owns the sales technology ecosystem end-to-end - from CRM administration and workflow automation to platform integrations, data quality, and user adoption. This is a new headcount role built to give the sales organization the technical infrastructure it needs to operate at scale.

This is not a traditional CRM ticket-taker. The ideal candidate operates as a strategic systems owner who identifies operational bottlenecks, builds scalable automations, and ensures every platform in the stack is working together to support seller productivity. Must be comfortable working independently in a fast-moving, lightly structured environment.

WHAT YOU WILL OWN
Salesforce Administration
Administer and continuously optimize Salesforce - user management, workflows, dashboards, page layouts, validation rules, opportunity management, and automation
Maintain sales process governance and CRM data integrity across the full pipeline
Improve pipeline visibility, forecasting workflows, and operational reporting infrastructure
Build and maintain KPI dashboards that support sales leadership and management accountability

Sales Technology Stack Ownership
Own and optimize the full sales technology ecosystem: Salesforce, Salesloft, Gong, ZoomInfo, Outlook integrations, and reporting/BI tools
Manage integrations and data flow between platforms to ensure clean, connected workflows
Troubleshoot platform issues and coordinate vendor support when necessary
Evaluate and recommend new tools and process improvements that drive seller efficiency

Workflow Automation & Process Improvement
Build scalable automations that reduce manual work and improve the advisor and seller experience
Identify and systematically resolve operational bottlenecks across platforms
Support launch execution for new workflows, campaigns, and go-to-market initiatives

Reporting, Training & Adoption
Build and maintain dashboards and operational reporting tied to pipeline, activity, onboarding, and productivity metrics
Partner with FP&A and Sales Ops on reporting consistency and leadership visibility
Drive platform adoption and best practices across the sales organization
Create documentation, process guides, and deliver onboarding and ongoing system training for field users

WHAT WE ARE LOOKING FOR
Required
3–7+ years in Sales Operations, Revenue Operations, or Sales Systems Administration
Strong, hands-on Salesforce administration experience - must be able to build, not just manage
Direct experience administering Salesloft and Gong
Demonstrated experience with workflow automation and operational reporting
Ability to problem-solve and execute independently without heavy oversight
Comfort operating in evolving, entrepreneurial environments with limited structure

Preferred
Salesforce Administrator certification
Financial services, fintech, insurance, or wealth management experience
Experience supporting advisor-facing or B2B distribution sales organizations
Familiarity with ZoomInfo, BI/reporting tools, and RevOps ecosystems

COMPENSATION
Competitive base salary and performance bonus. Compensation commensurate with experience.

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Vacancy posted 3 days ago

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