Business System Administrator

About Planful:

Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful empowers finance, accounting, and business users to plan confidently, close faster, and report accurately. More than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized rely on Planful to accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company backed by Vector Capital, a leading global private equity firm. Learn more at planful.com.

About the Role:

As a Salesforce Administrator, you will be responsible for day-to-day support of the Salesforce environment, handling tickets, troubleshooting issues, and implementing configuration updates. You’ll work closely with the Business Systems Manager to complete assigned tasks that maintain system stability, data quality, and user productivity. This role focuses on operational excellence, ensuring that users have a reliable and well-supported Salesforce experience. You will also assist with user access, security, and routine system maintenance to keep the platform running smoothly.

Responsibilities:

- Administration & Support
- Act as the primary point of contact for Salesforce-related support tickets, troubleshooting and resolving issues in a timely manner.
- Manage user setup, permissions and security settings.
- Maintain system integrity, data quality, and compliance with governance standards.
- Solution Development & Testing
- Build and maintain flows and declarative automation solutions to support business processes.
- Test and validate enhancements or fixes before deployment.
- Support UAT (User Acceptance Testing) by coordinating with stakeholders and documenting outcomes.
- Data Management
- Perform data imports, updates, deduplication, and cleansing.
- Ensure data accuracy and consistency across Salesforce objects.
- Create and maintain reports and dashboards to support team operations.

Qualifications:

- Salesforce Administrator Certification (required).
- 1–2 years of Salesforce administration experience.
- Demonstrated ability to manage support tickets and deliver timely solutions.
- Strong expertise in Flow Builder and declarative automation.
- Experience with data management including imports, exports, and deduplication.
- Solid problem-solving skills with strong attention to detail.
- Effective communicator who can work collaboratively across teams.

Nice-to-Have Skills:

- Familiarity with Salesforce integrations or middleware tools.
- Experience with Sales Cloud and/or Service Cloud.
- Knowledge of additional reporting/analytics tools.

Why Planful:

Planful exists to enrich the world by helping our customers and our people achieve peak performance. To foster the best in class work we’re so proud of, we’ve createda best in class culture, including:

- 2 Volunteer days, Birthday PTO, and quarterly company Wellness Days
- 3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave
- Annual Planful Palooza, our in-person, company-wide culture kickoff
- Company-wide Mentorship program with Executive sponsorship of CFO and Manager- specific monthly training programs
- Employee Resource Groups such as Women of Planful, Latin X at Planful, Parents of Planful, and many more. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs & communities along the way.