About Middesk

Our goal is to make it easier for businesses to work together. Since 2018, we have been a leading disruptor in the business identity market. While consumer identity technology has seen significant modernization and digitization over the past decade, business identity and verification largely continues to be a manual process, specifically in the context of onboarding businesses to receive access to financial products and services. Our best-in-class business identity platform provides access to complete, up-to-date information that financial services institutions and fintechs need to make educated decisions about their customers and facilitate rapid onboarding and transacting. Our vision is that every company can instantly gain access to all the data, products, and services they need to establish and grow their business with ease. Middesk came out of Y Combinator, is backed by Sequoia Capital and Accel Partners, and was recently named to Forbes Fintech 50 List and cited as an industry leader in business verification by digital identity strategy firm, Liminal.

 The Role

We are looking for a dynamic and results-focused individual to join our Revenue Operations team, with a focus on systems, predominantly SFDC Administration. The successful candidate will have a record of success in improving processes and adoption using Salesforce.. The administrator will work closely with functional leaders, organizational units, and subject matter experts to identify, develop and deploy new business processes for our sales, onboarding and account management teams. This role is part technical project manager, part administrator and part Salesforce analyst. The Rev Ops Systems Specialist will be responsible for executing on the day-to-day configuration, support, maintenance and improvement of our CRM platform.

The ideal candidate will have at least 5 years of experience in either Sales Ops/Revenue Ops (or similar roles), as well as a minimum of 3 years in Salesforce Administration with at least 100 users. Experience with additional tools such as Hubspot, Salesloft, Gong, lead routing tools, data enrichment and Monetize Now/CPQ tools is a plus.

At Middesk, we embrace a remote-friendly culture while prioritizing meaningful collaboration. This position has no mandatory on-site requirement, but we welcome candidates to apply who are open to occasional in-person collaboration when needed.

What You'll Do

Salesforce System Maintenance

• Serve as primary system administrator for the Salesforce.com environment with 100+ users.

• Handle all basic administrative functions including user account maintenance, reports and dashboards, workflows and other routine tasks.

• Complete regular internal system audits and prepare for upgrades.

• Assist in training of new users, and grow the Salesforce.com skill set across the organization

• Manage Salesforce.com data feeds and other integrations. 

• Own the provisioning of accounts and user enablement for key GTM tools, including Gong, SalesLoft and LeadIQ. 

Technical Project Management

• Own the design and optimization of GTM systems within Salesforce, including building out new onboarding and account management processes.

• Build out integrations to pull data from internal systems into SFDC, to allow teams to easily access customer usage and product data.

• Coordinate the evaluation, scope and completion of new development requests.

• Define and document development requirements, as well as documentation of training materials.

• Effectively act as the liaison between our users, vendors and the application development teams

• Maintain strong communication with stakeholders to identify opportunities for process improvements and ensure smooth collaboration across teams.

• Balance short-term, scrappy processes for speed with long-term vision and scalable solutions.

Revenue Operations

• Work with key stakeholders to establish suitable processes to support administrative, development, and change management activities.

• Territory design and implementation.

• Build out reports & dashboards, sharing insights with stakeholders and leadership.

• Drive continuous improvement initiatives aimed at increasing efficiency, ensuring data accuracy, and maximizing the return on GTM tools and systems.

• Train new GTM employees on systems, providing documentation and training materials such as videos, decks, etc.

What We’re Looking For

• 5+ years of experience in Sales Operations or Revenue Operations with a strong focus on systems and process design.

• 2+ years of Salesforce Administration for Sales Cloud in an organization of at least 100 users.

• Salesforce Administrator Certification.

• Strong understanding of the platform, with the ability to build custom apps and objects, formula fields, workflows, custom views, and other content of intermediate complexity

• A documented history of successfully driving projects to completion

• Excellent project management skills and a positive attitude.

• Proven ability to manage, analyze, and optimize processes.

• Experience building and maintaining reports and dashboards to track key metrics, identify trends, and support data-driven decisions.

• Comfort with a fast-paced environment, balancing immediate needs with long-term strategic goals.

• Ability to communicate effectively and collaborate with cross-functional teams, including Marketing, Sales, Events, and Data Analytics.

• Strong problem-solving skills and a proactive approach to process improvements.

• Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage laterally and upwards

• Ability to critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs.