Salesforce Operations Analyst

Job Description DFIN is seeking a detail-oriented Salesforce Administrator to support daily operations of our global Salesforce environment. This role focuses on configuration, data maintenance, user support, and execution of defined system processes. The administrator will work closely with RevOps, Sales, and Customer Success teams to ensure Salesforce remains accurate, stable, and aligned with established governance and changemanagement protocols. This role is highly process-driven and focused on execution, making it ideal for offshore operational support teams within SaaS organizations. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: Skills and Requirements Must Haves: u2022 3-5 years of experience L1 - L2 (day to day salesforce changes, updating opportunities for reps) u2022 Hands-on experience administering Salesforce in an operations, systems, or support context (SaaS experience preferred). u2022 Strong understanding of core Salesforce objects (Accounts, Contacts, Leads, Opportunities, Cases) and foundational admin capabilities. u2022 Experience with building reports, dashboards, list views, and basic automation (e.g., Flows). u2022 Ability to follow detailed procedures and documentation in a highly controlled environment. u2022 Proficiency with data tools (Data Loader, Excel/Sheetsu2014vlookups, pivot tables). u2022 Strong troubleshooting and analytical skills with attention to detail. u2022 Good English communication skills, especially in written support environments. Plusses: u2022 Salesforce Administrator Certification (ADM-201) or progress toward certification. u2022 Experience working with offshore teams supporting U.S. or EMEA sales organizations. u2022 Familiarity with CPQ systems (Zuora CPQ, Salesforce CPQ, DealHub) is a plus. u2022 Exposure to SaaS GTM tools such as Gong, Outreach, ZoomInfo, Marketo, Clay, etc. u2022 Experience supporting release cycles and basic metadata deployment processes.

Created: 2026-04-15