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We are seeking a detail-oriented and proactive Salesforce (SFDC) and Cloud Coach System Administrator to join our CXO Operations team. This role will be responsible for managing, optimizing, and scaling the Salesforce and Cloud Coach ecosystem to enable efficient project delivery, resource management, and customer success tracking across the CXO (Customer Experience Organization). This role will report to the Senior Director, CXO Strategy & Operations. You’ll partner closely with PS leadership, Finance, and the broader CXO to ensure our systems and processes provide actionable insights, streamline execution, and support strategic growth initiatives.
Job Responsibility:
Serve as the primary administrator for Salesforce for CXO related changes and Cloud Coach, ensuring system stability, scalability, and data integrity
Maintain user roles, profiles, permissions, and security settings aligned to PS and CXO operating models
Manage system integrations between Salesforce, Cloud Coach, and related tools (e.g., NetSuite, PowerBI, HiBob)
Support release management, including sandbox testing, documentation, and deployment of configuration changes
Configure and optimize Cloud Coach for project management, resource planning, and time tracking, ensuring consistency with PS methodology and delivery frameworks
Partner with CXO Strategy& Operations team and PS leadership to design automation that enhances project lifecycle visibility (from scoping → delivery → closure)
Support the creation of dashboards and reports to track KPIs such as backlog velocity, utilization, attach rates, project margins, and TTFV (time to first value)
Troubleshoot user issues, manage support tickets, and ensure timely resolution and communication
Collaborate with the CXO Education & Enablement team to develop training, on-demand learning modules, and process documentation
Partner with CXO Operations leadership to map and optimize end-to-end business processes within Salesforce and Cloud Coach
Identify automation opportunities to reduce administrative overhead and increase project team productivity
Document processes, best practices, and SOPs to drive consistent usage and adoption across global teams
Act as the system liaison between Professional Services, IT, RevOps, FinOps and other CXO functions
Translate business requirements into technical configurations, ensuring alignment between operational goals and system capabilities
Train and support end users on new features, workflows, and dashboards in Salesforce and Cloud Coach
Requirements:
3–5 years of experience administering Salesforce in a Professional Services, SaaS, or CX organization
2+ years hands-on experience with Cloud Coach or a similar PS automation/project management solution
Strong understanding of Professional Services delivery models (resource planning, utilization, forecasting, billing)
Proficiency in reporting and dashboard creation within Salesforce (Lightning), including custom fields, objects, and flows
Excellent analytical and problem-solving skills with attention to detail and data integrity
Strong communication and stakeholder management skills, capable of translating business needs into system design
Self-starter comfortable in a fast-paced, evolving environment
Nice to have:
Salesforce Administrator Certification (ADM-201) or equivalent
Experience with NetSuite, Power BI, or other business systems integrations
Background in business operations, project management, or financial reporting for Professional Services
Experience supporting global Professional Services teams across multiple time zones and regions