Salesforce Admin

Updated on 5/18/2023

Locations

San Francisco, CA, USA

Experience Level

Entry

Junior

Mid

Senior

Expert

Requirements

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

The Company You’ll Join

Carta is a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow. Our mission is to create more owners.

Carta is trusted by more than 30,000 companies and over half a million employees in nearly 150 countries to manage cap tables, compensation, and valuations. Carta also supports over 5,000 funds representing over $100B in assets under administration with their venture capital solutions. Carta’s liquidity solutions have returned $13B to shareholders in secondary transactions. Today Carta’s platform manages over two trillion dollars in equity for nearly two million people globally. Companies and funds like Canva, Tribe, and Pipe build their businesses on Carta.

The company has been included on the Forbes World’s Best Cloud Companies, Fast Company’s Most Innovative list, and Inc.’s Fastest-Growing Private Companies. We’ve also been recognized as a 2023 Built In Best Place to Work in the U.S. and a Muse VIBE Award winner in the Vacation and Time Off category.

For more information about our offices and culture, check out our Carta careers page.

The Team You’ll Work With

You’ll be joining our Business Systems team as a Salesforce Admin. As a Business system team we deliver business system solutions which improve the customer experience across all Sales, Marketing, and Delivery teams. Our team partners with relevant business stakeholders on software selection, and ensures proper post production support execution. We drive delivery over all solutions, across business and technology teams, and integrate across all Carta products.

The Problems You’ll Solve

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

About You

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

Salary

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum cash compensation (salary + commission if applicable) range for this role is:

$110,000 - $120,000 in [NY]
$110,000 - $120,000 in [SF]

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, connect with us via email at [email protected]. As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Check out our careers page to get to know us better as you think about your next step at Carta.

Interested in our candidate privacy policy? Find out more here and here.

1,001-5,000 employees

Website

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.

Benefits

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