Salesforce and Cloud Coach System Administrator

About Us

At Medius, we believe managing finance should be about strategy, not stress. That same mindset shapes not only the solutions we build, but also the culture we create for our people. We remove complexity, embrace innovation, and give our teams the freedom to focus on what truly matters — whether that’s transforming the future of finance with AI or finding balance to go home on time.

Founded in Sweden in 2001, Medius has grown from a local startup into a global leader in cloud-based spend management solutions. Today, thousands of organizations worldwide trust us to simplify accounts payable and spend management processes. Our journey has been driven by continuous innovation, a passion for technology, and above all — the people who make it happen.

We’re more than a software company. We’re a team of problem-solvers, innovators and collaborators working together to reinvent the category of accounts payable. Our solutions use Artificial Intelligence to eliminate manual work, bring clarity, confidence, and control, and empower finance teams of the future.

At Medius, our values guide how we work and grow together:

• Connect – We believe in the power of people—individually and collectively—and our success depends on understanding and respecting each other. We appreciate that ‘empowering finance teams of the future’ is an exciting endeavor, and we share it with everyone around us.
• Question – We enjoy the challenge of our work and the thrill of collaboration. We are not afraid to question ourselves and each other because we believe diverse perspectives can lead to better outcomes and that there is great power in resolution.
• Own – We are thorough, thoughtful, and decisive. We anticipate what’s next, what a customer might need, and then we deliver. That’s how we get things done. And that’s how we remain a leader. Customers trust us to do our job so that they can focus on what they do best.

At Medius, you’ll join a diverse, global community where curiosity is celebrated, ideas matter, and innovation never stops. If you’re passionate about technology, eager to make an impact, and ready to grow alongside a team that lives its values, Medius is where you can do your best work — your impact is global.

Lear more at www.medius.com

Job Overview

We are seeking a detail-oriented and proactive Salesforce (SFDC) and Cloud Coach System Administrator to join our CXO Operations team. This role will be responsible for managing, optimizing, and scaling the Salesforce and Cloud Coach ecosystem to enable efficient project delivery, resource management, and customer success tracking across the CXO (Customer Experience Organization). 

This role will report to the Senior Director, CXO Strategy & Operations. You’ll partner closely with PS leadership, Finance, and the broader CXO to ensure our systems and processes provide actionable insights, streamline execution, and support strategic growth initiatives. 

Responsibilities And Duties

System Administration & Governance  

• Serve as the primary administrator for Salesforce for CXO related changes and Cloud Coach, ensuring system stability, scalability, and data integrity. 
• Maintain user roles, profiles, permissions, and security settings aligned to PS and CXO operating models. 
• Manage system integrations between Salesforce, Cloud Coach, and related tools (e.g., NetSuite, PowerBI, HiBob). 
• Support release management, including sandbox testing, documentation, and deployment of configuration changes. 

Professional Services Enablement

• Configure and optimize Cloud Coach for project management, resource planning, and time tracking, ensuring consistency with PS methodology and delivery frameworks. 
• Partner with CXO Strategy& Operations team and PS leadership to design automation that enhances project lifecycle visibility (from scoping → delivery → closure). 
• Support the creation of dashboards and reports to track KPIs such as backlog velocity, utilization, attach rates, project margins, and TTFV (time to first value). 
• Troubleshoot user issues, manage support tickets, and ensure timely resolution and communication. 
• Collaborate with the CXO Education & Enablement team to develop training, on-demand learning modules, and process documentation.  

Process Improvement

• Partner with CXO Operations leadership to map and optimize end-to-end business processes within Salesforce and Cloud Coach. 
• Identify automation opportunities to reduce administrative overhead and increase project team productivity. 
• Document processes, best practices, and SOPs to drive consistent usage and adoption across global teams. 

Stakeholder Collaboration

• Act as the system liaison between Professional Services, IT, RevOps, FinOps and other CXO functions. 
• Translate business requirements into technical configurations, ensuring alignment between operational goals and system capabilities. 
• Train and support end users on new features, workflows, and dashboards in Salesforce and Cloud Coach. 

Qualifications

• 3–5 years of experience administering Salesforce in a Professional Services, SaaS, or CX organization. 
• 2+ years hands-on experience with Cloud Coach or a similar PS automation/project management solution. 
• Strong understanding of Professional Services delivery models (resource planning, utilization, forecasting, billing). 
• Proficiency in reporting and dashboard creation within Salesforce (Lightning), including custom fields, objects, and flows. 
• Excellent analytical and problem-solving skills with attention to detail and data integrity. 
• Strong communication and stakeholder management skills, capable of translating business needs into system design. 
• Self-starter comfortable in a fast-paced, evolving environment.

Preferred:

• Salesforce Administrator Certification (ADM-201) or equivalent. 
• Experience with NetSuite, Power BI, or other business systems integrations. 
• Background in business operations, project management, or financial reporting for Professional Services. 
• Experience supporting global Professional Services teams across multiple time zones and regions.