Revenue Operations plays a critical role in ensuring financial success by
improving the platforms, operations, and systems supporting our go-to-market
teams. This team partners with Marketing, Sales, Customer Success, and Finance
to deliver scalable and efficient processes across the customer lifecycle, from
lead generation to revenue recognition. Revenue Operations is essential to
achieving our company’s revenue and operational goals.

The Senior Salesforce Administrator is a key individual contributor on the
Mumbai Revenue Operations team, responsible for configuring, maintaining, and
continuously improving PitchBook’s Salesforce platform. This role operates as an
extension of the US-based Salesforce Administration team, executing on platform
priorities and standards set by global RevOps leadership while collaborating
closely with US and EMEA counterparts. The ideal candidate brings deep hands-on
Salesforce expertise, solid attention to detail, and the ability to deliver
high-quality platform work independently within a globally coordinated team.

Primary Job Responsibilities:





* Perform day-to-day Salesforce administration including object and field
configuration, page layouts, record types, validation rules, flows, process
automations, and permission sets.
* Execute platform changes and enhancements in alignment with priorities and
specifications defined by the US-based Salesforce Administration team,
ensuring work adheres to global governance and quality standards.
* Manage user provisioning, role hierarchy maintenance, profile and permission
set assignments, and license management across the Salesforce org.
* Support sandbox management, change set deployments, and release coordination
in partnership with US and EMEA Salesforce counterparts.
* Maintain accurate platform documentation including configuration logs, data
dictionaries, field usage guides, and release notes to ensure transparency
across the global team.
* Identify, troubleshoot, and resolve platfor

📌 Sr. Salesforce Administrator (Mumbai)
🏢 Morningstar
📍 Mumbai