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Salesforce Administrator

IT | San Francisco, CA | Full Time

Job Description

About Taulia:

Taulia is a fintech provider of working capital management solutions headquartered in San Francisco, California. Taulia helps companies access value tied up in their payables, receivables and inventory. A network of more than 2 million businesses use Taulia’s platform to determine when they want to pay and be paid. Taulia processes more than $500 billion each year and is trusted by the world’s largest companies including Airbus, AstraZeneca, Nissan and Vodafone. For more information, please visit

About the Job:

Taulia is in search of an engaged and enthusiastic Salesforce Administrator to join our growing team. As a Salesforce Administrator, you will be responsible for maintaining daily operations of Taulia’s Salesforce CRM System. This will include system administration, user support and training, change control, interface design, data quality, requirements gathering and reporting.  You will also be responsible for other functions as needed in order to maximize product efficiency and usefulness to meet the needs of the organization.

Essential Duties and Responsibilities:

  • Administration of Taulia’s three Salesforce CRM systems and development related to its adoption and ongoing success.

  • Customize fields, page layouts, record types, searching, list views, queues, reports, and dashboards. Modify as needed.

  • Maintain and create automation such as workflow rules, validation rules, formula fields and escalation rules.

  • Maintain security such as user accounts, mobile user accounts, sharing rules, user roles, user profiles, content folder rights, groups, list view rights, and custom pages.

  • Assist in developing and maintaining documentation on processes, policies, application configuration, and help related materials.

  • Provide high quality support via Jira ticketing system, telephone, and email.

  • Identify usage problems and craft technical/communication plans to remedy.

  • Administration of user management, including training employees on best practices for using Salesforce modules.

  • Act as the primary point of contact for Salesforce CRM System users.

  • Manage the production of product and service-related training materials.

  • Present changes/system enhancements and overall training to diverse audiences.

  • Support the tracking and reporting of all Salesforce CRM System feature request(s) and development initiatives.


  • Minimum of Salesforce CRM system training, certification, or equivalent knowledge.

  • Minimum 2 years of IT experience/ technical application development skills preferred.

  • 1-2 years’ experience in Customer service/Salesforce CRM system.

  • Coding experience is a plus.

Taulia is an Equal Opportunity Employer --Minority / Women / Disability / Veteran / Gender Identity / Sexual Orientation / Age. 

If you don't think you meet all of the criteria above but still are interested in the job, please apply. Nobody checks every box, and we're looking for someone excited to join the team.