Personetics is shaping the Cognitive Banking era, harnessing AI to help banks anticipate customer needs, provide actionable insights, and deliver intelligent financial guidance. Our platform continuously analyzes and leverages real-time transactional data, enabling banks to proactively support customers in managing their finances and reaching their goals. As industry leaders—yes, we really are leaders—we partner with the world’s top financial institutions, empowering over 150 million customers monthly across 35 global markets from offices in New York, London, Singapore, São Paulo, and Tel Aviv.
Requirements:
- Salesforce Admin (ADM 201) or Advanced Admin (ADM 211) certification.
- At least 3 years of experience as a Salesforce Administrator in a global tech environment.
- Experience managing multiple business applications and integrating them with Salesforce.
- Strong understanding of Salesforce best practices: custom objects, formula fields, flows, validation rules, permissions, dashboards, etc.
- Ability to assess the impact of new requirements across systems and recommend scalable solutions.
- Strong organizational skills, with the ability to prioritize tasks and meet deadlines in a fast-paced environment.
- Ability to work overtime frequently, including during US working days and hours.
About the position:
As the Business Applications & Salesforce Admin at Personetics, you will play a central role in owning and optimizing our commercial tech stack. You will be responsible not only for Salesforce administration, but also for managing and integrating key business applications used by our Sales, Marketing, and Customer Success teams – including Salesloft, Gong, ZoomInfo, Lusha, and others.
Responsibilities:
- Own the configuration, integration, and administration of Salesforce and key go-to-market (GTM) applications.
- Partner with RevOps leadership to align business systems with company goals and revenue strategy.
- Implement, maintain, and optimize integrations between Salesforce and other platforms, ensuring a seamless data flow across the GTM stack.
- Support users across the Sales and Customer Success organization by handling day-to-day requests, access issues, and system troubleshooting.
- Design and deploy automations, workflows, and processes that enhance productivity and data consistency.
- Collaborate with cross-functional teams and external vendors to improve system capabilities and drive adoption.
- Stay current on new features, product releases, and best practices - ensuring Personetics gets the most from its commercial technology ecosystem.
Nice to have:
- Hands-on experience with Salesloft, Gong, ZoomInfo, Lusha, and other B2B SaaS tools.
- Familiarity with HubSpot and 6Sense.
- Basic knowledge of Apex, SOQL, or other scripting tools for custom workflows or debugging.
- Experience working with AppExchange products and evaluating third-party vendors.