Manager, Salesforce Administration

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 Administration team serves as the operational backbone for Salesforce and the broader GTM technology ecosystem. The team combines strong technical execution with disciplined governance, keeping the platform stable, secure, and scalable for users across the business.  In partnership with GTM Systems Product, Delivery, and business stakeholders, the team turns business requirements into maintainable solutions that drive data integrity and user adoption.

The Manager, Salesforce Administration leads the Salesforce Administration function and ensures the reliability, scalability, and operational excellence of Salesforce and related Go-to-Market (GTM) systems. This role combines hands-on technical expertise with people leadership, serving as a key partner to Revenue Operations, Marketing, Sales, Customer Success, and IT to deliver CRM solutions that support business growth. Reporting to the Senior Manager, GTM Systems Administration, this role executes the platform roadmap and governance standards and leads day-to-day Salesforce administration.

The successful candidate will stay hands-on in configuration, automation, releases, and integrations while building a high-performing admin team. Primary

Job Responsibilities:

Team Leadership & Administration Excellence Hire, onboard, lead, and develop a team of Salesforce administrators, establishing clear goals, performance expectations, and career development plans

Establish team standards for documentation, testing, quality assurance, stakeholder communication, and operational support

Foster a culture of accountability, continuous improvement, and customer-focused service delivery

Serve as an escalation point for complex administration and platform support issues

Salesforce Administration & Platform Operations Own day-to-day platform operations, monitoring system health, performance, security, data quality, and user adoption to drive continuous improvement

Partner with the Senior Manager, GTM Systems Administration to execute governance standards, platform enhancements, and technical debt reduction initiatives

Maintain platform documentation including configuration guides, data dictionaries, change logs, process documentation, and support procedures

Release Management & Governance Coordinate Salesforce seasonal releases, patches, and internal enhancements, including environment management, sandbox strategy, testing, deployment, and post-release validation, to minimize business disruption

Execute established change management processes to ensure stable and predictable platform delivery

Own intake triage, backlog management, and support SLAsStandardize and simplify workflows and automations, favoring reusable solutions

Ensure administration work aligns with security, compliance, and governance requirementsGTM Systems & Integration Administration Administer Salesforce integrations with Qualified, Lean Data,…