Senior Salesforce Platform Manager

About Beam

Beam was founded in 2012 by three engineers who saw the opportunity to modernize the dental benefits industry using technology. Today, Beam Benefits is a digitally-led employee benefits company that offers dental, vision, life, disability, and supplemental health coverage. The company simplifies and modernizes the $100+ billion ancillary benefits industry through its leading dental insurance product, breadth of ancillary benefits, AI?powered underwriting, diversified distribution channels, and next?generation benefits administration technologically?driven customer experience.

What Were Looking For

We are seeking an experienced and strategic Senior Salesforce Platform Manager to lead the administration, optimization, and expansion of our Salesforce ecosystem. This role is central to scaling and streamlining our revenue operations infrastructure. As the Salesforce Platform Manager, you will own the architecture and functionality of Salesforce across the organization, collaborating with cross?functional stakeholders in Sales, Partnerships, Marketing, Operations, and Data to drive efficiency, improve data integrity, and enable decision?making through smarter systems and reporting.

What You Will Bring

Youre a systems thinker with deep technical expertise and a passion for scalable process design. You bring a proactive, solution?oriented mindset to systems management, thrive in fast?paced environments, and have a track record of evolving CRM platforms to match the growth of the business. You work fluently across teams and translate business needs into systems logic, ensuring Salesforce is both intuitive and high?performing for end users.

Joining Beam Benefits Means

Working in a complex and dynamic business, simultaneously serving customers across employee benefits insurance product lines and growth and service channels

Collaborating with a diversely skilled team to continuously improve

Being empowered as an owner and expert

Being motivated by improving how people access employee benefits

What You Will Do

Own the end?to?end Salesforce platform architecture and strategy - including configuration, project management, automation (Flows), custom reporting, user access, and data model design for Sales Cloud and Sales Engagement

Serve as the primary Salesforce expert, advising business leaders on platform capabilities and translating business needs into technical solutions

Partner with Sales leadership and Revenue Operations to refine sales processes, define system requirements, and implement scalable improvements in Salesforce

Monitor and maintain CRM data integrity, developing proactive strategies for data hygiene and governance

Evaluate and implement process automation and workflow enhancements to reduce manual work and increase seller productivity

Manage and support integrations with key systems (e.g., Hubspot, Looker, Zendesk), working closely with Data and Engineering teams to ensure clean and reliable cross?system data flow

Prioritize and resolve platform issues, ad hoc requests, and optimization needs from users and stakeholders

Partner with Enablement to develop training materials and user resources to ensure successful adoption of platform enhancements

Stay current on Salesforce product releases and best practices, continuously identifying opportunities for innovation and improvement

What Skills Will Help You Be Successful

Bachelors degree in Business Administration, Information Systems, Analytics, or a related field

5+ years of experience working within Salesforce Lightning, with at least 2+ years of experience in a platform ownership or managerial capacity

Salesforce Administrator Certification required; additional certifications (e.g., Platform App Builder, Sales Cloud Consultant) preferred

Deep understanding of the Salesforce ecosystem including platform architecture, data structure, declarative tools, and integration frameworks

Experience designing and administering solutions across sales, marketing, and customer success functions

Hands?on experience with CRM integrations and analytics tools (e.g., SQL, Looker, Hubspot, Zendesk)

Strong communication and stakeholder management skills; able to lead cross?functional discussions and present systems solutions to non?technical stakeholders

Highly organized with a knack for prioritizing high?impact initiatives and driving execution from discovery through implementation

Compensation and Benefits

Beam offers a competitive base salary paired with an attractive variable compensation structure.

Employees benefit from performance?based bonuses and incentives, along with a comprehensive benefits package that includes health, dental, and vision insurance. Additionally, Beam provides a 401(k) plan with company matching, flexible time off, and the opportunity to participate in the equity program.

The base pay actually offered will take into account internal equity and budget for the open position and also may vary depending on the candidates job?related knowledge, skills, and experience, among other relevant factors. This range does not include an estimated value for any benefits, bonus, or other incentives that may be applicable based on position. #J-18808-Ljbffr