Affinity helps private equity and VC firms source deals, manage relationships, and close faster with AI-powered relationship intelligence and automated data capture. Backed by Pear VC and Menlo.
About the role
As our Revenue Systems Administrator, you'll play a vital role at Affinity. We are looking for a proactive, highly motivated individual to help design and implement a best-in-class tech stack to support our GTM teams. Whether it's CRM, Enablement, Customer Success, Engagement, or Enrichment, you will be responsible for ensuring that each tool is adopted, performant, and runs reliably. You'll partner with Sales, CS, and Revenue Operations to scope projects, validate work items, and meet your commitments.
What they're looking for
- Salesforce security model: Real, hands-on experience with roles, profiles, permission sets, OWD, and sharing rules in a multi-team org (e.g., Sales, CS, and Support sharing the same objects with different visibility needs)
- Multi-tool fluency: Experience administering and integrating GTM platforms (LeanData, Outreach, SalesLoft, Fivetran, Tableau, or comparable), evaluated as a complement to core Salesforce depth, not a substitute for it
- Analytical mindset: You naturally approach work as a business analyst would, asking thoughtful questions to understand the underlying problem, defining clear success criteria, and driving solutions rather than executing tickets literally
- AI fluency: You actively use AI tools (Claude, Claude Code, or similar) in your daily work and can describe a specific way you've used them to build, automate, or ship something, not just as a research or writing aid
- Troubleshooter's mindset: Comfortable digging into messy data, tracing a broken automation back to root cause, and validating fixes before shipping
- End-to-end GTM process understanding: Solid working knowledge of lead-to-opportunity, quote-to-cash, and customer lifecycle management, including how a prospect account converts to a customer within Salesforce
More about this role
As our Revenue Systems Administrator, you'll play a vital role at Affinity. We are looking for a proactive, highly motivated individual to help design and implement a best-in-class tech stack to support our GTM teams. Whether it's CRM, Enablement, Customer Success, Engagement, or Enrichment, you will be responsible for ensuring that each tool is adopted, performant, and runs reliably. You'll partner with Sales, CS, and Revenue Operations to scope projects, validate work items, and meet your commitments. This role reports to the Applications Manager.
Serve as the dedicated technical owner of Salesforce Sales Cloud and Service Cloud, including users, profiles, permission sets, roles, page layouts, validation rules, flows, Apex and automation.
Own lead routing in LeanData, territory management, opportunity workflows, and account hierarchy processes within Sales Cloud
Own case management, queues, SLAs, knowledge base, and customer service workflows within Service Cloud.
Support Quote-to-Cash (QTC) processes within Salesforce — including quoting workflows, pricing governance, discount approval routing, and the handoff of closed opportunities; partner with Finance and Revenue Operations...
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