The posting
About Abacum
Abacum is the leading Business Planning solution for finance teams to drive performance. By automating reporting, enabling collaboration, and simplifying planning and forecasting, we help finance teams shift from number crunching to driving strategic decisions.
Founded in 2020 by two former CFOs, we’ve grown into a global team of 100+ people across 30+ nationalities. Headquartered in New York, we have offices in Toronto and Barcelona. We’re trusted by industry leaders such as Dish Networks, Strava, BetterUp, Kajabi, JG Wentworth, Abridge, Cortex, and hundreds more.
We have raised over $100m, closing in June 2025 our $60M Series B, led by Scale Venture Partners, with the strong participation of Cathay Innovation, Y Combinator, Atomico, Creandum, and angel operators from Adyen, Zapier, and Twitch.
Our mission is ambitious and we can’t do it alone - join Abacum as we build the future of Business Planning!
ROLE SUMMARY
Abacum is a Series B FP&A platform that helps finance teams plan, report and forecast. Our Strategy & Operations team is the engine behind the company: we run the systems, data and processes that Sales, Marketing, Customer Success, Partners and Leadership depend on every day.
As our Salesforce Administrator, you'll own the platform the whole go-to-market organization runs on. You'll report to our Revenue Operations Lead, work directly with GTM leaders, and turn a steady stream of requests into clean, scalable systems.
WHY THIS ROLE
- Impact from day one. You'll be our first in-house Salesforce admin and own real problems from your first week, with full accountability for how things get built and how they turn out.
- A role that grows. We're automating routine admin with AI (e.g. Claude connected to Salesforce, flagging records that need cleanup every morning). As that matures, your scope expands into new workflows and systems such as lead routing and data enrichment.
- Shape a global organization. Join a fast-moving team that operates worldwide. Processes exist, so you won't start from zero, but you'll have the mandate to challenge and reshape them.
- Visible, company-wide work. Every team that touches a customer relies on what you build, and you'll partner directly with S&O and GTM leadership.
What success looks like: reps get fast, reliable answers; Salesforce stays clean and well-documented; and most changes ship in-house, safely, without a consultant.
WHAT YOU'LL DO
Your first priority is to master Salesforce and become the go-to owner of the platform. As automation takes over routine admin, your time shifts from fixing to building.
Run the front door (~50% of time at start, falling as you automate)
- Own the Salesforce support queue: triage, resolve and close requests from Sales, Marketing, Partners and CS.
- Handle data hygiene and governance across our GTM systems, including record cleanup, field standards, and regular audits, to keep pipeline, ownership, and attribution data accurate and reliable for reporting.
- Manage users, profiles, permission sets, licenses and access across Salesforce and connected GTM tools (Gong, Sales Navigator, Apollo, Nooks, Default).
- Maintain picklists, fields, page layouts and reports.
Build and maintain the platform (~35%)
- Build and maintain Flows (screen and record-triggered), validation rules, and approval logic.
- Own the permission model: profiles, permission sets, sharing rules, role hierarchy.
- Monitor flow errors, API usage and integration health (HubSpot, Default, Gong, Clay, Vitally, Introw); fix or escalate.
- Run deployments through a sandbox with documented change control.
Make it self-serving (~15%)
- Document every flow, rule and integration so nothing lives in one person's head.
- Reduce request volume at the source: self-serve options, better defaults, smarter guardrails.
- Use AI tools (e.g. Claude with Salesforce access) to automate hygiene checks and repetitive admin work.
- Scope larger projects and manage external Salesforce developers when work goes beyond in-house capacity.
REQUIREMENTS
Must have
- 3 to 5 years of hands-on Salesforce administration in a B2B SaaS or high-volume sales environment.
- Has been the sole or primary admin of an org (roughly 50 to 300 users), not one of many admins at a large enterprise.
- Salesforce Certified Administrator, or willing to get certified within your first 6 months.
- Builds in Flow Builder: has shipped and maintained record-triggered and screen flows in production, and can walk through one end to end.
- Confident managing profiles, permission sets and role hierarchy, and troubleshooting access issues.
- Builds reports and dashboards independently.
- Understands the B2B SaaS funnel: leads, opportunity stages, ARR, renewals.
- AI literacy: uses AI tools (e.g. Claude, ChatGPT) in day-to-day work and looks for ways to automate repetitive tasks with them.
- Fluent English. Spanish a plus.
- Builder mindset: you fix root causes, not just tickets. When the same issue shows up twice, you fix the system that creates it, and you have the backbone to push back, ask why, and route requests properly.
Nice to have
- HubSpot experience, especially the HubSpot and Salesforce sync.
- Platform App Builder or Advanced Administrator certification.
- Experience with other GTM tools: Gong, Apollo, Default, Clay, Sales Navigator.
- Exposure to forecast categories, attribution and lead routing.
- Basic SQL.
Benefits
- Competitive compensation including equity package
- Competitive vacation policy
- Medical Insurance
- L&D budget
- Access to Meditopia (wellbeing platform)
- Language courses (English / Spanish)
Our Values
Customer Obsession: We share the understanding that Abacum's sole purpose is to create value for customers and relentlessly deploy all creativity and energy to that end.
Audacious Ambition: We dream big and embrace discomfort. We assume risks, make on-time mistakes and learn how to methodically accomplish our goals.
Good People: We are self-reflective and praise diversity of thought. We don't justify the end with the means and know where to draw the line. We have fun every day.
Tough Love: We truly care for everyone in the team and embrace honest feedback and radical candor as ways to genuinely help each other.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.
