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Tech Stack
Tools & technologiesBigQuerySQL
About the role
Key responsibilities & impact- Act as the primary technical owner for the Salesforce to Planhat and Kantata integrations. You will design, build, and maintain data syncs (leveraging middleware like Workato where necessary), ensuring that health scores, usage data, and customer data flow accurately between systems with robust error reporting.
- Open the "black box" of legacy automations within Planhat and Kantata. You will audit existing logic, create comprehensive documentation, and implement optimizations to reduce technical debt and ensure the stack can scale.
- 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.
- Partner closely with the GTM Systems & Tools team to translate business requirements into technical solutions, managing expectations and delivery timelines within an Agile framework.
- Design and maintain robust configurations within Planhat and Kantata; establish automation standards that bridge the gap between Sales and Post-Sales to reduce manual entry and ensure data integrity throughout the customer lifecycle.
- Provide expert technical support to Global Customer Success and RevOps teams, troubleshooting complex logic issues and ensuring accurate marketplace revenue reporting in Tackle.
- Establish proactive monitoring and observability to identify sync errors early, ensuring the GTM stack remains secure, compliant, and optimized for FAANG-standard business operations.
Requirements
What you’ll need- 5+ years of experience as a GTM Systems Engineer or Business Systems Administrator, specifically supporting high-growth SaaS organizations.
- Extensive experience managing Professional Services Automation (PSA) and Customer Success (CS) platforms (experience with Planhat and Kantata is highly preferred).
- Deep technical knowledge of the Salesforce platform, including advanced Flow, custom objects, and a sophisticated understanding of the data relationship between CRM and downstream tools.
- Strong understanding of APIs (REST) and middleware (e.g., Workato) to facilitate custom connections and remediate limited OOTB error reporting.
- Proficiency in SQL and an understanding of data warehouse structures (e.g., BigQuery) to reconcile product usage data and ensure data integrity for Post-Sales reporting.
- A security-first and data-integrity mindset with a proven track record of ensuring system architecture remains secure and compliant as an organization scales.
- A relentless pursuit of automated solutions to manual GTM processes, especially regarding the transition from "Closed Won" in Salesforce to Customer Onboarding.
- Ability to work effectively with functional partners, translating complex technical logic into clear business outcomes and actionable steps.
Benefits
Comp & perks- 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
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
SalesforceFlowcustom objectsAPIsRESTSQLdata warehouseBigQuerymiddlewareWorkato
Soft Skills
technical mentorshipprocess improvementdocumentationcommunicationcollaborationproblem-solvingagile methodologydata integrity mindsetautomationtranslating technical logic