Company Description
IntelligenceBank is the leading digital asset management and marketing operations software solution for brands in regulated markets. Used by over 1m+ users in 53 countries, IntelligenceBank uses AI and automation to help ensure brands get to market quickly, stay on brand and ensure regulatory compliance.
We are looking for a Salesforce Administrator with prior experience in SaaS Sale to join our team. At IntelligenceBank, we prioritise having a growth mindset in a collaborative environment where innovation can flourish and your work can shine.
Job Description

Reporting to the Senior Data & Insights Manager, as our Salesforce Administrator, you’ll be a trusted advisor and main point of contact for all things GTM and Salesforce, fostering a culture of operational excellence. Here’s a snapshot of your core responsibilities day to day:

• Maintain our salesforce.com reporting suite for Sales and Customer Success (CS). Be one of the key Administrators of Salesforce working closely with Finance, Sales, CS and Marketing.
• Maintain the GTM technology stack, including, ZoomInfo, Account Engagement, Sales Engagement, PandaDoc, conversation intelligence software and more.
• Build, maintain and modify custom Salesforce Objects and workflows in line with business needs
• Develop, build and enhance Salesforce Flows & Automations to reduce manual work and increase speed to market
• Document Salesforce automation and processes
• Help define and track KPIs across the customer lifecycle to improve decision-making
• Scale our GTM teams by delivering on-demand analytics and situational intelligence across the company.
• Data hygiene and enrichment: Ensure clean, accurate, and actionable data for GTM teams.
• Evaluate, implement and optimise revenue technology tools to ensure scalability and interoperability
• Corporate and departmental reporting: Deliver reliable data and dashboards to support decision-making and forecasting across the company.
• Collaborate with GTM teams: Partner closely with Marketing, Sales, and Customer Success to execute key operational initiatives, such as:
• Work alongside Finance to provide accurate corporate reporting and data-driven insights for strategic initiatives.
• Identify process gaps and recommend improvements to drive efficiency and effectiveness in revenue operations.
• Leverage AI tools to automate repetitive tasks, analyse large datasets and surface actionable insights
• Champion change management across the GTM team to support process improvements
• Trend and conversion analysis

Qualifications

To be successful in this role you MUST have current and extensive experience with Salesforce. This is a key requirement. Other skills and experience needed for the role include:

• Demonstrable experience in a RevOps, SF Administration or similar role
• B2B SaaS: experience working within B2B sales processes and methodologies.
• Proven Experience building & maintaining salesforce objects
• Experience with Salesforce flows or similar experience such as building Zapier automations
• Collaboration with go-to-market teams: demonstrated experience working with Marketing, Sales and Customer Success leadership
• Finance: demonstrated experience working with Finance to reconcile CRM data with financial data
• Solutions management: hands-on experience managing and integrating Salesforce with GTM tools:
• Data sheets (Excel, Google Sheets)
• Data Hygiene: proven ability to maintain data integrity and improve data quality within CRM and related systems.
• Strong analytical skills with the ability to translate data into actionable insights.
• Excellent organisational and communication skills, with a proven ability to manage multiple projects simultaneously.

Desirable (but not essential) Additional Skills

• AI Prompting – experience using AI tools to maximise efficiency for any functions related to the role, including building data tables, workflows and more
• Revenue forecasting enablement (within Salesforce or Gong)
• Data (ZoomInfo, Dun and Bradstreet or similar)
• Conversation Intelligence (Gong, Chorus or similar)
• Sales Cadence software (Sales Engagement, Outreach or similar)
• Marketing automation (Account Engagement/Pardot or similar)
• Chatbot (Qualified, Drift or similar)
• Data de-duplication (RingLead or similar)

Additional Information

Reporting to the Senior Data & Insights Manager, as our Salesforce Administrator, you’ll be a trusted advisor and main point of contact for all things GTM and Salesforce, fostering a culture of operational excellence. Here’s a snapshot of your core responsibilities day to day:

• Maintain our salesforce.com reporting suite for Sales and Customer Success (CS). Be one of the key Administrators of Salesforce working closely with Finance, Sales, CS and Marketing.
• Maintain the GTM technology stack, including, ZoomInfo, Account Engagement, Sales Engagement, PandaDoc, conversation intelligence software and more.
• Build, maintain and modify custom Salesforce Objects and workflows in line with business needs
• Develop, build and enhance Salesforce Flows & Automations to reduce manual work and increase speed to market
• Document Salesforce automation and processes
• Help define and track KPIs across the customer lifecycle to improve decision-making
• Scale our GTM teams by delivering on-demand analytics and situational intelligence across the company.
• Data hygiene and enrichment: Ensure clean, accurate, and actionable data for GTM teams.
• Evaluate, implement and optimise revenue technology tools to ensure scalability and interoperability
• Corporate and departmental reporting: Deliver reliable data and dashboards to support decision-making and forecasting across the company.
• Collaborate with GTM teams: Partner closely with Marketing, Sales, and Customer Success to execute key operational initiatives, such as:
• Work alongside Finance to provide accurate corporate reporting and data-driven insights for strategic initiatives.
• Identify process gaps and recommend improvements to drive efficiency and effectiveness in revenue operations.
• Leverage AI tools to automate repetitive tasks, analyse large datasets and surface actionable insights
• Champion change management across the GTM team to support process improvements
• Trend and conversion analysi

To be successful in this role you MUST have current and extensive experience with Salesforce. This is a key requirement. Other skills and experience needed for the role include:

• Demonstrable experience in a RevOps, SF Administration or similar role
• B2B SaaS: experience working within B2B sales processes and methodologies.
• Proven Experience building & maintaining salesforce objects
• Experience with Salesforce flows or similar experience such as building Zapier automations
• Collaboration with go-to-market teams: demonstrated experience working with Marketing, Sales and Customer Success leadership
• Finance: demonstrated experience working with Finance to reconcile CRM data with financial data
• Solutions management: hands-on experience managing and integrating Salesforce with GTM tools:
• Data sheets (Excel, Google Sheets)
• Data Hygiene: proven ability to maintain data integrity and improve data quality within CRM and related systems.
• Strong analytical skills with the ability to translate data into actionable insights.
• Excellent organisational and communication skills, with a proven ability to manage multiple projects simultaneously