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About the role
Key responsibilities & impact- Configure and optimize lead-to-opportunity workflows in Salesforce and LeanData to support pipeline generation and accurate source attribution.
- Own CPQ configuration, quoting logic, and approval workflows that reduce deal cycle friction and improve quote accuracy.
- Build Salesforce objects, views, and automation that support renewal pipeline management, customer health tracking, and retention workflows.
- Own Ironclad administration, including contract workflow configuration, template management, and integration with Salesforce — serving as the primary point of contact for contract lifecycle operations across the business.
- Proactively identify and resolve data quality issues across integrated systems before they become problems for the business.
- Serve as a go-to technical resource for the sales and CS teams, handling support requests with speed and clarity.
- Maintain documentation and manage user access across Salesforce and the broader GTM tech stack.
Requirements
What you’ll need- At least 5 years of professional experience, with a minimum of 2 years in GTM or revenue systems roles.
- Deep Salesforce proficiency — reporting, data modeling, workflow automation, and object configuration. Salesforce Admin Certification required.
- Hands-on CPQ experience, including configuration, pricing rules, and approval workflows within the Salesforce ecosystem.
- Working knowledge of GTM tools such as LeanData, ZoomInfo, Ironclad, Marketo, and iPaaS platforms (e.g., Dell Boomi).
- Strong analytical thinking and a structured approach to problem-solving — you diagnose before you prescribe.
- Excellent communication skills, written and verbal, with the ability to translate system complexity into plain language for non-technical stakeholders.
- A collaborative ethos and a bias toward ownership — you follow through, and the teams you support know they can count on you.
- Genuine curiosity about how the business works and how systems can help it work better.
Benefits
Comp & perks- Competitive compensation
- Unlimited PTO we actively encourage
- Up to 24 weeks of parental leave
- Flexible work location
- Excellent health benefits
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
SalesforceCPQ configurationworkflow automationdata modelingobject configurationdata quality managementcontract workflow configurationpricing rulesautomationrenewal pipeline management
Soft Skills
analytical thinkingproblem-solvingcommunication skillscollaborationownershipcuriositytechnical resourcesupport handlingdocumentation managementuser access management
Certifications
Salesforce Admin Certification