WorkWave

Customer Success Manager

• Serve as the primary partner for assigned accounts, building trust and ensuring optimal platform utilization
• Collaborate with Account Management to identify upsell and expansion opportunities
• Monitor account health, anticipate client needs, and conduct regular business reviews aligned with customer KPIs
• Become a subject matter expert on WorkWave’s technology and guide field service leaders through complex workflows, feature updates, and best practices
• Capture customer insights and feature usage trends to influence the product roadmap with Product and Engineering
• Analyze usage data and performance metrics to resolve operational hurdles and build sustainable growth strategies
• Navigate difficult conversations, de-escalate risks, and guide clients toward data-backed solutions
• Incorporate AI workflows and platform insights to improve efficiency, accuracy, and proactive customer outreach

Revenue Operations

• Analyze core revenue metrics, including pipeline health, bookings, retention/churn, product usage, and ARR trends
• Identify risks, opportunities, and performance drivers through cohort, segmentation, and funnel analysis
• Own executive-level dashboards using Salesforce, Looker, Tableau, or equivalent tools
• Produce weekly business reviews, monthly KPI reports, and C-level and Board reporting materials
• Support bookings forecasting and maintain sales data integrity in the CRM
• Maintain and refine predictive models for capacity planning, representative productivity, and territory performance
• Support quota-setting exercises
• Partner with Sales Management, Marketing Operations, Customer Success Operations, and Product Operations to unify data sources and workflows
• Ensure consistent data definitions and reporting standards across functions for end-to-end funnel attribution
• Provide insights for annual and quarterly GTM planning, including quota-setting, territory modeling, and headcount planning
• Measure the impact of new processes and enablement programs
• Track KPI performance, identify GTM process breakdowns, and recommend operational improvements
• Respond to urgent requests from the VP of RevOps, CRO, and CFO with accurate analyses of win rates, product sales performance, ASP, churn drivers, and related strategic topics

Revenue Operations Analyst

Account Manager

• Build strong, long-term relationships with enterprise clients and serve as a trusted advisor
• Understand customer challenges, identify expansion opportunities, and drive adoption of WorkWave solutions
• Drive growth across assigned accounts by positioning WorkWave solutions, including WinTeam ERP, Timegate, integrated payments, and Wavelytics
• Build and maintain relationships with key client stakeholders to ensure long-term partnerships and account health
• Lead QBRs and account planning sessions to align strategic priorities and identify operational gaps and expansion opportunities
• Deliver tailored product demonstrations with Sales Engineers
• Manage the full expansion sales cycle from needs discovery through negotiation and deal closing, including preparing sales agreements
• Maintain a pipeline of whitespace opportunities and achieve monthly, quarterly, and yearly ARR quotas
• Ensure accurate forecasting, CRM hygiene, and pipeline management in Salesforce
• Collaborate with customer success, product, and sales engineering teams to drive deal execution
• Follow MEDDPICC sales methodology best practices
• Track quota attainment, activity targets, QBRs, account plans, and multi-product expansion

Mid Market Account Manager

Account Executive

• Act as a strategic partner to the world’s largest field service businesses, aligning WorkWave’s end-to-end platform to business outcomes
• Lead visionary conversations with executive stakeholders about sustainable growth, operational excellence, and digital transformation
• Navigate complex, multi-stakeholder sales cycles focused on measurable business results
• Prospect strategically to identify, engage, and convert target accounts into long-term WorkWave customers
• Collaborate with Sales Engineers to deliver product demonstrations and tailored solution recommendations
• Build, manage, and close a pipeline of multi-million-dollar SaaS opportunities
• Meet or exceed company goals
• Collaborate with cross-functional leaders and maintain visibility with executive stakeholders
• Use sales technology and tools to manage the pipeline, create tailored proposals, and drive deal progression

Mid-Market Account Executive

Salesforce Administrator

• Maintain system health: Monitor system performance, troubleshoot issues promptly, and execute patches to ensure optimal functionality.
• Ensure data integrity: Perform regular data audits, manage data migrations, and implement best practices for data hygiene and quality across the organization.
• Manage user access and security: Configure roles, permissions, and access controls to ensure data security and compliance with information security standards.
• Clean up legacy configuration: Proactively identify, deprecate, and refactor technical debt, redundant fields, outdated automation (Workflow Rules/Process Builders), and unused AppExchange packages to streamline, modernize, and simplify our legacy Salesforce org.
• Partner with leadership on AI initiatives: Collaborate to identify and implement AI-driven opportunities (e.g., Salesforce Einstein, Prompt Builder) that increase operational efficiency and automate routine tasks.
• Drive process automation & partner with the business: Proactively identify opportunities to automate core cross-functional workflows utilizing Salesforce Flow to reduce manual effort.
• Manage the development lifecycle: Oversee sandbox environments and follow a structured release management process for designing, testing, and deploying all system changes.
• Collaborate on requirements: Partner with cross-functional teams to gather business requirements and translate them into scalable, best-practice Salesforce solutions.
• Serve as the first line of support: Troubleshoot user-reported issues and resolve system errors for stakeholders across the organization.
• Empower end-users: Develop and deliver training materials and comprehensive system documentation (configuration details, process flows) to ensure users utilize the system effectively.
• Manage change communication: Own the communication of platform changes, new features, and maintenance windows to end-users and stakeholders.

Senior Salesforce Administrator

Marketing Operations

• Serve as the day-to-day administrator for the core marketing tech stack including Pardot, Webflow, and GA4.
• Maintain seamless integrations between Salesforce, Pardot, and ancillary platforms.
• Manage software license allocations, vendor relationships, and renewals.
• Build and maintain end-to-end lead lifecycle workflows from capture to scoring.
• Conduct regular database health audits and manage data privacy compliance operations.
• Configure GA4 data streams and implement AI-powered tools to streamline campaign execution.

Marketing Operations Manager

Project Manager

• Champion the adoption of internal AI and automation tools to streamline project tracking, synthesize meeting data across time zones, and accelerate the creation of project documentation and status reports.
• Travel domestically (up to 25%) to lead critical kick-off meetings, conduct high-stakes steering committee reviews, and foster deep, trust-based relationships with global enterprise clients and distributed teams.
• Establish, maintain, and navigate complex relationships with international stakeholders, delivery teams, and cross-border customers.
• Define or deeply analyze project scopes, impacts, resource allocations, and localized outcomes, ensuring meticulous attention to detail before gaining customer alignment.
• Develop granular project plans, mapping out dependencies and scheduling project activities across multiple time zones.
• Rigorously track the progress of all concurrent workstreams, keeping a sharp eye on deadlines to ensure commitments are met punctually.
• Deliver precise and thoroughly documented project progress updates to delivery teams, sponsors, board members, and clients.
• Proactively identify, track, and resolve emerging risks and localized issues promptly and professionally, escalating where necessary.
• Utilize appropriate project management systems, tools, and methodologies while maintaining flawless, audit-ready project documentation.
• Methodically close projects to enable revenue recognition, ensuring all final details are accounted for and global lessons learned are thoroughly reviewed.

Global Project Manager

• Champion the adoption of internal AI and automation tools
• Travel domestically (up to 25%) for meetings
• Establish and maintain complex relationships with stakeholders
• Define or deeply analyze project scopes and impacts
• Develop granular project plans and track progress
• Deliver precise project progress updates
• Identify and resolve emerging risks and issues
• Maintain flawless, audit-ready project documentation
• Methodically close projects to enable revenue recognition