Job Specifications
UpSlide is the number one productivity solution provider for financial services. Our software dramatically improves the functionality of PowerPoint, Word, Excel, and Power BI and enables users at firms like Citi, KPMG, and BNP Paribas to focus on high-value tasks rather than formatting or copy-pasting. We’re scaling up with 160+ employees across our offices in New York, London, Paris (HQ), Singapore, and Berlin.
Our values
Our values guide our approach to work and are at the heart of our recruitment process. To join our team, we look for individuals who value:
Excellence: We think that every detail counts, and we place great importance on the quality of our deliverables.
Trust: We are passionate, committed, and free to act with autonomy.
Happiness at work: We enjoy looking on the bright side and we share our enthusiasm with our colleagues and clients.
The team
The Revenue Operations team is a Business Partner for all customer-facing teams at UpSlide, covering 5 geographies (France, UK, Germany, US, Singapore). It is responsible for our commercial tool stack, our Sales and Customer Success processes and enablement, and informing GTM strategy through the generation of insights.
The team is in a fast-scaling phase, based on solid financials and full C-suite support, to contribute to a 30% growth trajectory.
Four strong today, the team is currently searching for its first Salesforce Technical Admin. Reporting directly to the Head of Revenue Operations, you’ll shape a brand-new function from the ground up, with a global reach.
Across all of our offices, you’ll partner with Sales, Finance, Sales Admin, and Product teams to drive impact across every BU through a state-of-the-art CRM. This is a rare chance to build, influence, and leave your mark.
Our North Star is productivity. We are here to drive predictable and scalable ARR growth by aligning the revenue engine end-to-end and empowering go-to-market teams to perform at their best, on our road to becoming a €60m ARR business by 2027.
Team goals
The Salesforce Technical Admin will be a vital hire in our team and the company's growth. You will play a crucial role in this journey by owning all GTM teams’ everyday working tool and precious data safe that is Salesforce.
This is a unique opportunity for you to build a new pole of expertise in our team and put your personal stamp on our CRM infrastructure, standards, and processes.
Your responsibilities
System Administration (30% of time dedicated)
Manage and maintain the CRM platform and related business systems
Configure user roles, permissions, and security settings
Implement system updates and enhancements to optimise functionality
Data Management & Integrity (30% of time dedicated)
Establish and enforce data governance policies and procedures
Conduct regular data audits to ensure accuracy and completeness
Develop automated solutions for data cleansing and deduplication
Integration & Automation (30% of time dedicated)
Design and implement integrations between CRM and other business applications
Create, maintain, and continuously improve workflows and automation to streamline business processes
Monitor system performance and troubleshoot technical issues
User Support & Training (10% of time dedicated)
Provide technical support and troubleshooting for system users
Develop comprehensive training materials and documentation
Conduct onboarding and ongoing training sessions to maximise user adoption
Your goals
3 months: Assess existing infrastructure, data model, and workflows. Design an optimised version, prioritize the change plan, to then implement it
6 months: Salesforce has become the “One source of truth”, the infrastructure is efficient, and the GTM teams’ needs are met
9 months: Every UpSlider loves Salesforce
Requirements
You are a great fit if you have:
Full professional proficiency in English & French
3+ years of hands-on experience as a Salesforce Administrator in a B2B SaaS environment
A mastery of the Salesforce environment (Apex, Lightning Components, Flow, testing procedures)
A problem-solving and analytical mindset, with a keen attention to detail and a proactive approach to issue resolution
A team-player mindset. As the Salesforce owner, you will be involved in a lot of Run and Build projects and must be able to work as part of a project team, even if you are the only expert in your field
Good communication & interpersonal skills. You can effectively collaborate with technical and non-technical stakeholders at all levels, and manage internal support tickets efficiently
A passion for Salesforce. You like to transform business needs into concrete technical solutions, and you’re impact-driven
We’d love it if:
You are Salesforce certified - Salesforce Administrator Certification (ADM 201), Advanced Administrator, Platform App Builder, or other relevant certifications are highly preferred
If you don’t tick all the boxes but you think you’d be a great fit, please apply and
About the Company
UpSlide is the best AI-powered document automation and brand compliance software for financial and professional services in Microsoft 365.
Revolutionize your use of Excel, Word, PowerPoint, Power BI, and Outlook, enabling your team to produce impactful, brand-compliant documents in half the time.
For over 14 years, over 900 financial and professional services companies have relied on us to build better presentations and reports faster, freeing teams to focus on work that really matters.
We are a proud B Corp Certified co...
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