The Work We Do
Teciem designs, builds, and delivers treasury and capital markets software solutions for financial institutions worldwide. We serve banks of every size and geography, offering the right setup for the right need.
Our solutions are designed to replace multiple disconnected systems with one complete, front-to-back platform, helping customers to capture trading and business opportunities quickly, clearly and with control. We cover the entire trading lifecycle, ensuring that everything - from execution to position keeping, to risk management – runs smoothly.
With decades of experience and one of the largest, most diverse client bases in the industry, we turn deep industry knowledge into software that covers most asset classes, meets complex real-world treasury and capital market's needs, and adapts as markets evolve.
KEY RESPONSIBILITIES
- Manage and maintain the Salesforce instance as an Administrator/Super User with comprehensive control over configurations, customizations, and user management
- Manage deal desk meetings agenda and deal qualification criteria to deal desk meetings. Share meeting minutes with action items.
- Liaise with Opportunity owners and contract administration team in closing items flagged post opportunity closing.
- Design and develop custom reports and dashboards for critical sales metrics including sales pipeline analysis, rolling four-quarter (4Q) trends, and revenue forecasting
- Create and maintain renewal tracking reports to monitor contract renewals, customer health, and renewal pipeline status
- Build comprehensive Closed Won sales reports with detailed analysis by product, region, segment, and sales representative
- Develop sales stage reports and opportunity funnel analytics to provide visibility into the sales process and conversion metrics
- Configure custom fields, picklists, and objects to align Salesforce with TECIEM's specific business processes and terminology
- Establish and optimize Salesforce workflows and automation to improve data accuracy and reduce manual data entry
- Manage user access controls, profiles, and permissions to ensure security and appropriate data visibility
- Provide training and support to sales team members on Salesforce functionality and best practices
- Partner with sales leadership to identify new reporting needs and translate business requirements into Salesforce solutions
- Maintain data integrity through regular audits, cleanup initiatives, and quality assurance processes
- Document system configurations, standard operating procedures, and reporting methodologies
REQUIRED QUALIFICATIONS
- Minimum 5 years of hands-on Salesforce administration and configuration experience
- Proven experience working in SaaS, Cloud Software, or traditional software companies with recurring revenue business models
- Advanced proficiency in Salesforce report builder and dashboard design
- Strong understanding of Salesforce objects, fields, workflows, validation rules, and automation
- Experience managing administrator/super user access and user permission models
- Demonstrated expertise in sales operations reporting, pipeline management, and revenue metrics
- Strong SQL knowledge or proficiency with Salesforce query tools (SOQL)
- Excellent analytical and problem-solving skills
- Ability to work independently and manage multiple projects simultaneously
- Clear communication skills with ability to explain technical concepts to non-technical stakeholders
PREFERRED QUALIFICATIONS
- Salesforce Certified Administrator (SCA) or Salesforce Certified Advanced Administrator certification
- Experience with Salesforce CPQ (Configure, Price, Quote) for subscription/ARR businesses
- Familiarity with Salesforce Opportunity Management and forecast management configurations
- Experience implementing Salesforce for enterprise-level sales organizations
- Knowledge of Salesforce integrations (APIs, middleware, third-party tools)
- Experience with data visualization tools (Tableau, Einstein Analytics, Looker)
- Prior experience training and mentoring Salesforce users
- Background in SaaS business metrics, ARR calculations, and subscription revenue models
TECHNICAL COMPETENCIES
- Advanced Salesforce Administration
- Report and Dashboard Development
- Salesforce Workflow Automation
- Data Management and Cleansing
- Sales Operations and Revenue Forecasting
- CRM Best Practices and Optimization
SOFT SKILLS
- Strategic thinking and business acumen
- Cross-functional collaboration and stakeholder management
- Detail-oriented with strong organizational skills
- Adaptability and ability to thrive in a fast-paced environment
- Leadership and mentoring capabilities
Diverse Minds, Shared Ambition
At Teciem, we believe that our strength comes from the diversity of our people. Different perspectives, backgrounds, and experiences fuel our innovation and help us build solutions that truly make a difference in the world of financial technology.
We’re committed to creating a workplace where everyone feels respected, heard, and empowered to grow. Here, you can bring your whole self to work, contribute your unique ideas, and be part of a team driven by shared ambition.
We welcome talent from all walks of life and encourage applications from individuals of all genders, races, ages, abilities, identities, and beliefs. Together, we’re shaping a culture where diversity isn’t just celebrated — it’s essential to our success.
