Revenue Operations Analyst (Salesforce)

We are looking for an experienced Salesforce Administrator to manage, configure, and optimize our Salesforce environment. The ideal candidate has hands-on experience supporting a SaaS business and is comfortable working with Revenue Cloud (RevCloud) or CPQ tools to streamline quote-to-cash processes. This role will partner closely with Sales, Revenue Operations, Customer Success, Marketing and IT teams to ensure Salesforce continues to scale with the business.

Key Responsibilities

Own day-to-day administration of Salesforce, including user management, security settings, profiles, roles, permission sets, and sharing rules.

Configure and maintain objects, fields, page layouts, record types, validation rules, workflows, flows, and process automation.

Administer and support Revenue Cloud (RevCloud) or CPQ tools, including product catalogs, pricing rules, quote templates, and approval workflows.

Manage the quote-to-cash lifecycle configuration in partnership with Sales and Finance teams.

Handle data quality initiatives, including deduplication, data imports/exports, and regular audits.

Build and maintain reports and dashboards to support Sales, RevOps, and leadership visibility.

Manage integrations between Salesforce and other business systems (marketing automation, billing, support tools, etc.).

Troubleshoot and resolve user-reported issues, ensuring timely support and minimal disruption.

Evaluate and implement AppExchange packages and third-party tools as needed.

Stay current with Salesforce releases and proactively recommend new features to improve efficiency.

Document processes, configurations, and change management for audit and knowledge-sharing purposes.

Support user training and onboarding for new Salesforce users.

Required Qualifications

5+ years of hands-on experience as a Salesforce Administrator.

Salesforce Administrator Certification (ADM 201) required.

Strong understanding of Salesforce Sales Cloud; experience with Service Cloud is a plus.

Proven experience configuring flows, validation rules, approval processes, and automation (Flow Builder required; Process Builder/Workflow knowledge a plus).

Experience managing user access, security, and data governance best practices.

Strong analytical skills with experience building reports and dashboards.

Excellent communication skills and ability to work with cross-functional, global stakeholders.

Preferred Qualifications

Prior experience working in a SaaS/subscription-based business environment.

Hands-on experience with Salesforce Revenue Cloud (RevCloud) or a CPQ tool (Salesforce CPQ, or similar) — including product configuration, pricing, and quote/proposal generation.

Experience with subscription billing and renewals processes.

Advanced Salesforce certifications (e.g., Advanced Administrator, CPQ Specialist, Platform App Builder).

Experience with integration tools (e.g., MuleSoft, Zapier, or similar middleware).

Basic understanding of Apex and Visualforce (not required to code, but able to collaborate with developers).

Experience leveraging AI tools to improve Salesforce productivity and workflows, including familiarity with Salesforce MCP (Model Context Protocol).

Why EquiLend?  

Be recognised for your contribution through a discretionary annual cash bonus, linked to individual and company performance.   

Work flexibly with up to 100 remote working days per year.   

Take time to recharge with 32 days of paid leave per year, comprising paid, casual, and sick leave, plus public holidays.   

Access comprehensive health insurance for you and your dependents from your first day.   

Receive personal accident insurance from the start of your employment.   

Connect with colleagues at an annual company-sponsored team retreat, hosted at a new location each year.   

If relocating from more than 40 miles away, receive hotel accommodation and travel ticket reimbursement.  

About EquiLend EquiLend is a global financial technology firm at the center of the securities finance industry. Since 2001, we have built the infrastructure that financial institutions rely on to trade, manage, and report. This includes products such as our NGT trading platform, Post Trade Suite, DataLend market intelligence, RegTech solutions, and EquiLend Clearing Services.

We operate across North America, EMEA, and Asia-Pacific, working with banks, broker dealers, asset managers, and custodians to bring greater efficiency, transparency, and automation to the securities finance lifecycle. Our teams combine deep market expertise with a focus on building technology that works at scale, under real-world conditions, for some of the world's most demanding financial institutions.

EquiLend is Great Place to Work Certified™ in the U.S., UK, Ireland, and India, and has been recognized as Global Data Provider of the Year and Regulatory Solution of the Year at the Securities Finance Times Industry Excellence Awards 2025.

Diversity & Inclusion We know that the best solutions come from teams that bring different perspectives, backgrounds, and ways of thinking to the table. At EquiLend, we are committed to building a workplace where everyone feels they belong and aim to reflect this in how we hire, develop, and support our people.

We are actively working to ensure our teams are as diverse as the global markets and clients we serve. That means creating an environment where different viewpoints are sought out and where people can do their best work regardless of background.

If you require any reasonable adjustments or accommodations at any stage of the recruitment process, please let us know and we will work with you to make it happen.

#LI-Hybrid