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Operations Lead – GTM Systems
Location
United States
Posted
9 hours ago
Salary
$125K - $150K / year
Seniority
Senior
Job Description
Operations Lead – GTM Systems
CaptivateIQ
• Serve as the company's designated Salesforce owner — owning object and field architecture, Flow automation, permission design, data quality, sandbox governance, and release management • Conduct methodical system audits to identify and resolve accumulated technical debt — investigating field usage, dependencies across automations, code, layouts, and integrations to make informed decisions that improve performance, usability, and long-term maintainability • Own the planning and execution of legacy automation migration — rationalizing existing automation inventory, consolidating redundant logic, and migrating deprecated frameworks to current Salesforce standards to reduce performance risk and improve debuggability • Design and maintain role-appropriate user experiences within Salesforce — including page layouts, Lightning configurations, and record views tailored to how Sales and CS teams actually work — and iterate based on ongoing feedback to drive real adoption • Establish and maintain a mature sandbox and release management practice — including environment refresh cadences, pre-production testing protocols, and proactive preparation for Salesforce's tri-annual release calendar • Lead data model architecture strategy to support an evolving product and pricing mix — designing scalable object structures that accommodate distinct go-to-market motions across product lines while preserving unified reporting and operational coherence • Own the administration, configuration, and optimization of our broader GTM technology stack — including Outreach, Gong, LinkedIn Sales Navigator, Clay, ChurnZero, Rocketlane, Ironclad, MonetizeNow, Aligned, UserGems, and others • Deepen our ChurnZero and Salesforce integration, align platform workflows to our evolving CS motions, and drive incremental improvement in how the tool is configured and used • Surface and act on opportunities to unlock more value from underutilized tools in the stack • Set integration governance standards — maintaining a clear picture of which tools connect to Salesforce, how data flows between them, and where sync conflicts or overwrite risks exist • Evaluate new tools for integration fit before the company commits, using your data model knowledge as a meaningful safeguard • Apply AI tooling where it creates genuine leverage — including data hygiene, field usage analysis, automation documentation, report building, and data enrichment workflows • Bring a natural orientation toward process improvement through AI: asking "how can this be done better with AI?" as part of how you approach your work, not as a separate initiative • Support the broader revenue team's adoption of AI tools, including Claude-based workflows and agentic automations, by helping evaluate options, shape use cases, and model effective usage
Job Requirements
- 5+ years of experience in Revenue Operations, Sales Operations, or GTM Systems at a B2B SaaS company
- Deep, hands-on Salesforce expertise — you are a trusted administrator who owns object architecture, Flow Builder, automation logic, permission design, sandbox governance, and data management without needing a developer to execute
- Demonstrated experience completing complex, dependency-sensitive Salesforce work — field audits, automation migrations, data model redesigns — where methodical investigation and business judgment matter as much as technical skill
- Confident working across a multi-tool GTM stack and managing integrations between systems (Zapier, Hightouch, Workato, or similar iPaaS experience)
- A systems thinker who reasons naturally about data flows, downstream dependencies, edge cases, and long-term maintainability
- Working knowledge of B2B SaaS sales motions and the full opportunity lifecycle — you understand how quota-carrying teams sell, how deals move through a funnel, and what that means for how the CRM needs to be configured and governed
- Comfortable serving multiple internal stakeholders with competing needs — you know how to facilitate a decision when Sales, CS, and RevOps want different things from the same system
- High standards for correctness and clean design; you notice when something is held together with duct tape and you fix it properly
- Effective communicator who can translate technical tradeoffs into language that business stakeholders can act on and that leadership can trust.
Benefits
- Comprehensive Healthcare: 100% coverage for medical, dental, and vision for all FTEs, with roughly 75% coverage for dependents.
- Flexible Time Off: Flexible vacation days plus quarterly mental health days to ensure you have the space to recharge.
- Annual Stipends: Dedicated funds for your professional development and caretaking needs.
- Work Anniversary Bonuses: Annual bonuses to celebrate your milestones and contributions to the CaptivateIQ team that grow as your tenure does.
- Retirement Savings (US-Only): A 401(k) plan to help you invest in and secure your future.
- Premium Tools: The latest Apple hardware to empower you to do your best work.
- Inclusive Community: Active Employee Resource Groups (ERGs) that celebrate shared identities and support our DEI goals by fostering an environment where diverse talent thrives.
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