Salesforce Architect

Role & responsibilities

• 5-10+ years of hands-on Salesforce admin, architecture, and reporting experience
• Proven ownership of Salesforce environments and integrations
• Experience with tools like Gong, CPQ, Tableau, Maxio, HubSpot
• Strong knowledge of dashboards, reporting, automation & HubSpot sync
• Understanding of data models, operational flows & revenue analytics
• Experience handling pipeline, funnel, and revenue attribution reporting
• Strong stakeholder management (VP/CXO level)
• Excellent communication and cross-time-zone collaboration

Overall Skills Needed

• Salesforce administration and reporting
• Automation and integration
• Platform optimization and support

Key Responsibilities & Outcomes

• Partner with senior leadership to define reporting, dashboards, and system requirements
• Collaborate with Marketing Ops to manage the SalesforceHubSpot sync
• Act as a trusted advisor to VP/Director-level stakeholders
• Own end-to-end Salesforce configuration, customization, dashboards, and workflows
• Maintain data quality and governance across Salesforce & HubSpot
• Deliver insights across campaigns, pipeline, CAC, LTV, churn, attribution, and revenue
• Build executive-level KPI dashboards
• Audit and optimize layouts, flows, and processes across GTM teams
• Manage workflow automation ensuring reliable Salesforce–HubSpot synchronization
• Standardize and document data flows across platforms
• Support unified cross-platform reporting
• Identify system gaps and recommend improvements
• Provide user training, support, and documentation
• Serve as the subject-matter expert for Salesforce analytics and scalability

Scale of Operations

global

Additional Requirements

• Salesforce certifications (ADM201 or higher)
• Advanced Salesforce certifications (Advanced Admin, App Builder, Architect)
• Experience in B2B SaaS or global organizations

Preferred candidate profile