Salesforce Admin
Updated on 5/18/2023
San Francisco, CA, USA
Experience Level
  • Support the Venture Capital team on day to day salesforce operational issues
  • Understand the detailed requirements by participating and driving grooming sessions with the business leads
  • Execution of the salesforce configurations and deployments to the higher environments as per the requirement
  • Understand and document the existing Delivery process
  • Review and document the flows where we need improvement
  • Analytical mindset.You will be working across multiple business teams where you'll need to evaluate the impact on the existing process and design a scalable solution
  • Debugging Skills. First level of triage on the priority issues will be done by admins. You'll need to debug the existing flow/code
  • Team Player. Priority issues are sometimes with the integrated application with Salesforce. You will need to coordinate with the teams in order to solve the issues
  • Change Management. We follow a change management process where all the changes need to be tracked in JIRA and follow the deployment process
  • Salesforce Flow. Most of our business enhancements requests will be handled using the Flows. You should be able to either create/enhance flows accordingly
  • Service Cloud . You should have experience in the service cloud working on the case management like e-mail to case, case assignment rules
  • Experience with an onboarding tool
  • 3+ years of experience encouraged

1,001-5,000 employees

Cap-table management platform
Company Overview
Carta is on a mission to create more owners. With over 23,000 companies, more than one million investors, law firms, and employees on their platform, and a commitment to transparency and equality in equity—they're breaking the mold of how capital markets operate.
  • Free lunch and snacks
  • Equity
  • Employee liquidity every 12-18 months
Company Core Values
  • Carta is run like a Professional Sports Team
  • Show up on time everyday
  • We are Software People
  • Create Leverage, Not Efficiency
  • Learn vs Execute
  • Competition Is for Losers