• Data Integrity: Audit and refine data entry processes within Filevine and Lead Docket for accuracy and consistency. • Reporting Development: Create and maintain dashboards to provide leadership with on-demand insights into firm operations. • SOP Creation: Develop standard operating procedures for data capture and reporting, ensuring clarity and compliance. • Compliance Enforcement: Monitor data entry practices, enforce standards, and ensure staff adherence to data protocols. • KPI Support: Assist in the rollout and tracking of operational KPIs across departments, focusing on automation and efficiency.

• Translate business and user needs into detailed backlog items with clear acceptance criteria and use cases. • Proactively manage and groom the product backlog. • Collaborate daily with Development, QA, Product Design, and User Assistance teams. • Attend daily stand-ups, lead backlog refinement sessions, lead/participate in sprint planning, and lead/contribute to sprint reviews and retrospectives. • Define and write acceptance criteria for all user stories to guide the testing process. • Maintain comprehensive documentation of product requirements, process workflows, and release notes for new features. • Serve as a subject-matter expert on our products. • Coordinate with Development and external partners when integrating with third-party services or APIs.

We are seeking a highly skilled Senior Business Systems Manager to be the primary steward of our go-to-market (GTM) engine. This critical role, reporting to the Sr Director of Revenue Operations, is responsible for the strategic development, governance, and optimization of our GTM systems. Your goal will be to ensure our Sales, Customer Success, Marketing, and RevOps teams operate efficiently and can scale effectively. The ideal candidate is a unique blend: a technical System Architect who thinks like a Business Analyst and executes like a Project Manager. You will serve as both a systems expert and a cross-functional business partner, comfortable with technical depth while driving strategic decisions and collaborating with senior leadership. You will proactively diagnose business inefficiencies, design scalable processes, and lead the end-to-end implementation of global system initiatives. What You’ll Do - Strategic Business Partnership: Act as the primary consultant to Sales, Marketing, Finance, and CS to diagnose operational bottlenecks and translate executive strategy into scalable technical requirements. - Serve as Salesforce Architect/Admin: Manage the end-to-end health of the Salesforce instance, including data model enhancements, environment management, and "Flow-first" automation to support a rapidly growing organization. - CPQ Functional Management: Serve as the internal lead for Salesforce CPQ; own the functional logic for pricing and packaging to ensure deal accuracy, while managing the data structures necessary for company metrics. - Full-Stack GTM Administration: Act as the primary administrator for the entire GTM ecosystem—including Salesforce, Gong, and other platforms—ensuring seamless tool integration and unified data flows for a 360-degree view of the customer. - Roadmap & Project Leadership: Own the GTM systems roadmap; evaluate departmental needs through the lens of data visibility and user experience, recommend prioritization based on ROI, and lead full-lifecycle projects from scoping to deployment. - Requirements Translation: Bridge the gap between non-technical stakeholders and system builds by creating functional specifications and process flowcharts that prioritize both user experience and downstream reporting accuracy. - Change Management & Enablement: Lead the rollout of new features, overseeing technical documentation and training, while tracking system adoption metrics to ensure the tools are delivering the intended business value. - Data Governance & Quality: Architect scalable data structures and object relationships to maintain a strict "source of truth"; manage system permissions and data quality standards to ensure the integrity of all GTM analytics and forecasting.

• Elicit and analyze business requirements through interviews, workshops, and stakeholder engagement. • Translate business needs into functional and technical specifications, including user stories, process flows, and data mappings. • Document current and future state processes and system behaviour. • Analyze and interpret structured and unstructured data to support solution design and reporting needs. • Understand database structures, relationships, and data flows. • Collaborate with engineering teams to design integrations with internal and third-party systems via RESTful APIs. • Act as the liaison between business stakeholders and technical teams. • Define user acceptance test plans and acceptance criteria.