Overview
Expert Institute is seeking a Junior Salesforce Administrator & Sales Operations Analyst to join their Sales Operations team in Milwaukee, WI. This is a strategic entry-level role where you'll manage Salesforce configuration, maintain data integrity, and drive operational excellence across the revenue organization. You'll work at the intersection of technology and sales strategy, supporting a high-performance sales engine with a focus on metrics and continuous improvement.
Job Description
Position Overview
We are seeking a driven, detail-oriented Junior Salesforce Administrator & Sales Operations Analyst to join our Sales Operations team. This role is a strategic entry point for individuals looking to build a career at the intersection of technology and revenue strategy. You'll support the optimization of our Salesforce environment, drive operational excellence, and help scale data-driven decision-making across our revenue organization.
This role is ideal for someone passionate about self-development (including ongoing Salesforce skill growth), excited by the mechanics of a high-performance sales engine, and eager to grow their impact within a dynamic, metrics-focused organization.
Key Responsibilities
Salesforce Administration
- Support the daily configuration, maintenance, and performance of our Salesforce platform.
- Create and manage user accounts, roles, profiles, workflows, validation rules, and permission sets.
- Build and adjust custom fields, formulas, and page layouts to meet evolving business needs.
- Document and train Sales team users on new features and optimized workflows.
- Assist with testing, troubleshooting, and deployment of Salesforce updates and third-party integrations.
- Ensure data cleanliness and integrity through regular deduplication and validation tasks.
Sales Operations & Analytics
- Maintain and improve dashboards and reports to track KPIs such as ARR, pipeline velocity, and win rates.
- Assist in the management of sales pipeline data and ensure opportunity and account data accuracy.
- Partner with Sales, Marketing, and Finance to support cross-functional projects, sales forecasting, and quote-to-cash workflows.
- Contribute to ongoing process documentation, automation initiatives, and operational best practices.
- Execute ad hoc analyses and special projects in support of a rapidly growing sales team.
Qualifications
- 2+ years of Salesforce experience, preferably with Sales Cloud; Salesforce Administrator Certification strongly preferred.
- Familiarity with Salesforce Classic and Lightning.
- Strong understanding of core Salesforce concepts and objects (Leads, Accounts, Opportunities, Reports).
- Proficiency in Excel or Google Sheets
- Comfort with CRM data management and reporting.
- Basic knowledge of sales processes and metrics.
- Excellent organizational skills, attention to detail, and time management capabilities.
- Strong interpersonal and team-oriented communication skills
- Must be able to work independently and cross-functionally.
Bonus Skills
- Experience with Salesforce Flows, validation rules, or CPQ tools.
- Experience with data visualization tools such as Tableau, Looker, or Power BI.
- Prior experience supporting sales teams in a technology or SaaS company.
Work Environment
This is a fully on-site role based in the historic Third Ward of Milwaukee, Monday through Friday. Occasional after-hours support may be required for urgent IT needs or scheduled maintenance. The position offers a high level of visibility and engagement with teams across departments and locations. Quarterly travel to the New York office is expected, with occasional additional travel as needed.
Benefits
- Team lunch on Wednesdays, as well as occasional outings that are intended to build connections
- Strong health, dental, and vision options as well as a significant 401(k) match
- Unlimited PTO after two years of service