Intellum

Engineering Manager

• Manage the team in a hands-on capacity, writing and reviewing code, guiding technical decisions, and staying close to the systems you’re responsible for.
• Drive predictable execution by setting priorities, managing scope, and ensuring releases deliver measurable business value on time and on budget.
• Maintain high code quality, reliability, and security standards, and reinforce best practices.
• Evaluate technical approaches for feasibility and long-term sustainability, balancing simplicity, scalability, and business timelines.
• Oversee incident response and on-call practices, resolving production issues promptly and ensuring root causes are addressed with durable fixes.
• Sustain a high-performing team by setting clear expectations, protecting focus, removing blockers, ensuring work is seen through to completion, and providing regular feedback and coaching to support growth.
• Collaborate closely with peers, Product, and other stakeholders to align engineering work with business priorities.
• Communicate progress, risks, and tradeoffs effectively to all stakeholders, escalating when necessary and maintaining trust through transparency.

Salesforce Analyst

• Own and oversee the end-to-end quote-to-order process in Salesforce CRM and related systems.
• Create, validate, and approve customer quotes and service orders, ensuring accuracy in pricing, product configuration, contract terms and billing requirements.
• Serve as the primary escalation point for complex deal structures, pricing and terms exceptions, and approval workflows.
• Maintain high data integrity in Salesforce and related tools; proactively identify and resolve gaps as related to accurate forecasting and quoting
• Troubleshoot Salesforce CPQ components (Product Rules, Price Rules, Bundles, Quote Terms, Approval Conditions) to enable compliant quoting at scale.
• Ensure Salesforce and CPQ configurations align with revenue recognition, audit, and reporting requirements
• Partner with Legal and Finance to reflect approval processes, quote terms, and templates in Salesforce so standard and non-standard terms and discount thresholds are governed in-system.
• Maintain product catalog, price books, discount schedules, and pricing configuration rules; implement guardrails that enforce product and pricing policy at quote time
• Enforce stage entry/exit criteria (e.g., BANT) using validation rules, record types, and Flows; require completeness for key fields (ARR, Close Date, Term, Billing Frequency, Primary Quote) to protect forecast and Service Order accuracy.
• Keep SOPs and training current for end-to-end QTO (Opportunity → Quote → Operations Request → Order/Invoice); publish quick guides/Looms and office hours to drive adoption and reduce rework.
• Act as the bridge between Sales, Legal, and Finance, and CX teams, ensuring all stakeholders are aligned through the deal lifecycle, deals are structured correctly, and are compliant with company policies.
• Train and advise sales team members on quote-to-order processes, contract terms, and escalation paths.
• Partner with Finance and Accounting to ensure accurate billing, revenue forecasting, and downstream reporting.
• Build and maintain reports and dashboards to provide cross-functional visibility into team performance and key operational metrics across Sales, Contracting, and CX
• Document Salesforce configurations, workflows, and best practices to support enablement, consistency, and long-term system scalability.
• Coordinate with Professional Services to keep SOW templates current and ensure capacity/lead-time considerations are visible to Sales

Engineering Manager

Senior Deal Desk Analyst, Salesforce