Associate Salesforce Administrator

At Pitch Book, 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, Pitch Book 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.

Pitch Book 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…