Salesforce Administrator & Systems Manager

Board Intelligence is a technology and advisory firm on a mission to make boards more effective, and through them, build better businesses and benefit society. Over twenty years we have established ourselves as the market leader in governance and board effectiveness, trusted by more than 80,000 directors, executives, and governance professionals globally, including across the Fortune 500, FTSE 100, and OMX 30.

We have invested in applied AI since 2020, well ahead of the market, and that early conviction has paid off. Our AI-powered platform and smart board advisor give us a competitive advantage that is widening, not narrowing. In 2024, K1 Investment Management, the leading B2B Enterprise SaaS investor, backed us to accelerate that position further. We are now growing fast, with a proven commercial model spanning both mid-market and enterprise, and a product suite that has become a necessary addition in high-stakes board environments.

The people joining us now will shape how we scale. We are deliberate about how we do that. Our founders and leadership team are deeply invested in keeping the culture that got us here: thoughtful, high calibre, and genuinely human. Ambition and balance are not in competition at Board Intelligence.

If you want to work at the intersection of AI and governance, on problems that matter at the highest level, this is a strong place to be.

Our Mission

We unleash the potential of organisations through the science of board effectiveness, building better businesses and benefitting society.

The Role

The Data & Revenue Operations (D&R) team enables high performance across our Go-To-Market functions — Sales, Marketing, and Customer Success — as well as Finance. We do this by delivering data, insights, and technical solutions that optimise revenue-generating processes, underpinned by a fully adopted commercial tech stack with Salesforce at its centre.

We are looking for a RevOps Systems Manager to join the D&R team at Board Intelligence. This is a player-coach role suited to someone who combines strong technical capability with the confidence to translate complex business needs into scalable solutions — and the stakeholder management skills to bring others along with them.

You will be the primary owner of our Salesforce environment and the integrations that connect it to the broader commercial tech stack. You will work closely with GTM leaders, operational counterparts, and external partners to ensure our systems are reliable, well-governed, and continuously improving. There is genuine scope for this role to grow, including the opportunity to lead a junior team member as the function expands.

Main Responsibilities

• Salesforce Ownership & Development
  • Own the configuration, development, and ongoing maintenance of Salesforce Sales and Service Clouds, including custom objects, flows, validation rules, and process automations.
  • Ensure Salesforce remains the reliable system of record for commercial activity — managing data quality, governance, and hygiene across the platform.
  • Stay current with Salesforce releases and emerging functionality, making proactive recommendations for improvement.
• Integrations & Tech Stack Architecture
  • Own the integration strategy connecting Salesforce to the wider commercial tech stack — including 6sense, HubSpot, Gong/Gong Engage, Pendo, Planhat, and LinkedIn Sales Navigator.
  • Document and maintain data flows, integration logic, and system interdependencies to ensure a coherent, well-architected stack.
  • Lead procurement and rollout of new tooling, including vendor evaluation, integration planning, and change management.
• Stakeholder Management & Requirements Translation
  • Partner with GTM stakeholders — Sales, Marketing, Customer Success, and Finance — to understand business needs and translate them into clear, scalable technical solutions.
  • Act as the bridge between commercial teams and technical execution, ensuring solutions are fit for purpose and well embedded.
  • Manage upwards effectively, communicating progress, risks, and priorities to senior stakeholders including the ELT.
• Process Design & Documentation
  • Design and implement scalable workflows, automations, and operating processes across the tech stack.
  • Maintain clear, accessible documentation for all systems, integrations, and processes — enabling adoption and reducing key-person dependency.
  • Identify and address process gaps that affect data quality, reporting accuracy, or team efficiency.
• GTM Tooling Enablement & Training
  • Drive adoption of commercial tools across GTM teams through structured onboarding, training materials, and ongoing support.
  • Champion a culture of system hygiene and process adherence across Sales, Marketing, and Customer Success.
  • Support end users in getting maximum value from the tools available to them.

What we're looking for

• Technical Experience
  • 3–5 years of experience in a RevOps, Salesforce Admin, or CRM systems management role.
  • Strong hands‑on Salesforce expertise: Sales Cloud is essential; Service Cloud experience is highly desirable.
  • Proven experience integrating Salesforce with third‑party tools and managing the data flows between systems.
  • Practical experience with at least two of the following platforms: Gong/Gong Engage, HubSpot, 6sense, Pendo, Planhat, LinkedIn Sales Navigator.
  • Comfortable working with data — identifying quality issues, designing governance frameworks, and building or contributing to reporting.
  • Familiarity with CPQ concepts or tooling is a plus.
• Stakeholder & Communication Skills
  • Ability to translate ambiguous business requirements into structured, deliverable technical solutions.
  • Strong written and verbal communication skills — able to present to senior stakeholders clearly and confidently.
  • Collaborative working style with a genuine interest in understanding the commercial context behind requests.
• Ways of Working
  • Curious and proactive — you stay ahead of tooling developments and bring ideas to the table.
  • Comfortable operating independently and managing your own priorities across multiple concurrent workstreams.
  • Structured and process‑oriented — you document what you build and build what you document.
  • Driven by outcomes, not just activity — you care about whether the systems you manage actually help the business perform better.

Nice to haves

• Experience in a B2B SaaS business, ideally in a scaling environment.
• Exposure to NetSuite or other finance systems, particularly in the context of Salesforce integration.
• Salesforce Administrator certification (ADM201 or equivalent).
• Experience with Agentforce or Einstein AI products.