Associate Salesforce Administrator

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 GTM Systems team within Revenue Operations builds and evolves the systems that enable go-to-market execution, operational scale, and reliable reporting. We operate as an internal product and platform organization: clarifying stakeholder needs, aligning cross-functionally, and delivering durable solutions with a bias for simplicity, data quality, and user experience.


PitchBook is looking for an Associate Salesforce Administrator to support day-to-day administration of our Salesforce platform. In this role, you will complete configuration work, manage user access and permissions, and help ensure the platform remains secure, reliable, and easy to use for our internal teams.


Primary Job Responsibilities:

• Perform basic Salesforce configuration including creating and updating custom fields, objects (as applicable), page layouts, record types, picklists, validation rules, and related metadata under established standards
• Support Salesforce security and access management: user provisioning and deprovisioning, license assignment, role hierarchy updates, profiles, permission sets, permission set groups, public groups, queues, and sharing settings (under guidance)
• Maintain and troubleshoot permissions and access issues, partnering with IT/Security and system owners as needed
• Support routine operational tasks such as sandbox refresh coordination, change tracking, and promoting simple changes using established deployment processes
• Assist with intake and triage of admin requests via ticketing workflows, communicating status and timelines and ensuring issues are documented and resolved
• Help improve data quality by supporting standard processes (e.g., required fields, validation, duplicate prevention), assisting with cleanup efforts, and escalating systemic issues
• Create and maintain clear documentation for configurations, procedures, and common support issues to enable consistent administration and self-service
• Participate in platform release activities by reviewing Salesforce release notes, completing assigned testing, and supporting user communications for minor updates
• 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:

• Bachelor's degree or equivalent preferred
• 1+ years of experience administering Salesforce (or equivalent hands-on platform administration experience supporting business users)
• Foundational knowledge of Salesforce configuration (fields, layouts, validation rules, record types) and the Salesforce security model (profiles, permission sets, roles, sharing)
• Ability to manage user onboarding/offboarding tasks accurately and with a high level of confidentiality
• Strong troubleshooting skills, attention to detail, and the ability to follow defined change management processes
• Clear written and verbal communication skills and a customer-service mindset when supporting internal stakeholders
• Salesforce Administrator Certification (ADM 201) preferred; willingness to obtain within the first 6 to 12 months if not already certified
• Experience working in a ticketing system and/or an Agile environment is a plus
• Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily
• Must be authorized to work in the United States without the need for visa sponsorship now or in the future

Benefits + Compensation at PitchBook:

Physical Health

• Comprehensive health benefits
• Additional medical wellness incentives
• STD, LTD, AD&D, and life insurance

Emotional Health

• Paid sabbatical program after four years
• Paid family and paternity leave
• Annual educational stipend
• Ability to apply for tuition reimbursement
• CFA exam stipend
• Robust training programs on industry and soft skills
• Employee assistance program
• Generous allotment of vacation days, sick days, and volunteer days

Social Health

• Matching gifts program
• Employee resource groups
• Subsidized emergency childcare
• Dependent Care FSA
• Company-wide events
• Employee referral bonus program
• Quarterly team building events

Financial Health

• 401k match
• Shared ownership employee stock program
• Monthly transportation stipend

*Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment.


Compensation

• This position is non-exempt and paid a salary of $85,000-$105,000
• Target annual bonus percentage: 7.5%

Working Conditions:

At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments-those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices-that simply can't be replicated remotely. This role is expected to be in the office 5 days a week.

The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.

We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.

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