Integration Ownership: Serve as the primary technical owner for the Salesforce to Planhat integration. You will design and maintain data syncs, ensuring that health scores, usage data, and customer data flow accurately between systems.
Team Mentorship & Operational Maturity: Serve as a technical mentor to junior admins while driving internal process improvements, including standard operating procedures for documentation, deployment workflows, and technical debt management.
Stakeholder Management: Partner closely with cross-functional leadership to translate business requirements into technical roadmaps while managing expectations through Agile delivery.
System Development and Automation: Design and maintain robust configurations within Kantata and Tackle.io; establish automation standards that bridge the gap between Sales and Post-Sales to reduce manual entry and ensure data integrity.
End User Support and Enablement: Provide expert technical support to the Global Customer Success and RevOps teams, troubleshooting complex logic issues within Planhat and ensuring accurate marketplace revenue reporting in Tackle.
GTM Systems SME: Act as a technical advisor for new GTM tooling evaluations, partnering with the GTM Systems Analysis team to assess how new software fits into the existing architecture.
Platform Performance & Security: Establish proactive monitoring to identify sync errors while ensuring the GTM stack remains secure, compliant, and optimized for scalable business operations.

Requirements

8+ years of experience as a GTM Systems Engineer, Business Systems Administrator, specifically supporting high growth SaaS organizations with 2+ years in a lead or manager role
PSA and CS Tooling Expertise: Extensive experience managing Professional Services Automation (PSA) and Customer Success (CS) platforms, with a proven track record of building custom integrations, data mappings, and health score logic tied to Salesforce. experience with Planhat and Kantata is highly preferred.
Systems Stewardship: A security-first and data integrity mindset applied to the entire GTM ecosystem, with a proven track record of ensuring system architecture remains secure and compliant as an organization scales.
Salesforce Architecture Proficiency: Deep technical knowledge across the Salesforce Core platform, with a sophisticated understanding of Quote-to-Cash workflows; hands-on experience with Salesforce CPQ or Revenue Cloud (RCA) is highly preferred.
API and Connectivity Skills: Deep understanding of APIs (REST, SOAP) and secure integration protocols to facilitate custom connections where native connectors fall short.
Automation Mindset: Relentlessly pursues fully automated solutions to manual GTM processes, especially regarding the transition from Closed Won in Salesforce to Customer Onboarding.
Strong Analytical Skills: Ability to diagnose and resolve complex data sync issues between multi directional platforms while maintaining data integrity for Finance and Legal.
Excellent Communication: Strong interpersonal skills with the ability to work effectively across both technical and functional teams, translating complex logic into business outcomes.
Detail Oriented: Exceptional attention to detail, particularly regarding revenue data, marketplace transaction records, and compliance.

Benefits

Medical, dental and vision insurance
Home Office Setup reimbursement
Flexible Spending Accounts
Monthly Connectivity reimbursement
Employee Assistance Program (EAP)
Short- and Long-term Disability Insurance
Life & Accident Insurance
401(k) Retirement Savings Plan (with employer match)
Flexible paid time off + 11 paid holidays
Paid leave programs, including parental, pregnancy health, medical and bereavement leave

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

SalesforcePlanhatKantataAPIsRESTSOAPSalesforce CPQRevenue Clouddata mappingautomation

Soft Skills

mentorshipstakeholder managementanalytical skillscommunicationdetail orientedprocess improvementcross-functional collaborationtechnical supportproblem solvingorganizational skills