Platform ownership: Configuration, governance, security/access controls, and system health monitoring
Automation and process implementation: Design and maintain routing rules, lifecycle/stage management, approval workflows, and data validations
Enablement: Deliver training, documentation, and office hours to drive platform adoption across GTM teams
Release and change management: Execute predictable, low-risk system improvements with clear stakeholder communication
Administer and continuously evolve Salesforce, HubSpot, DealHub, Gong, and critical integrations to support business growth
Design and manage routing rules, lifecycle stages, validation rules, automated workflows, and approval processes
Own CPQ process design and implementation, including quote templates, pricing rules, approval workflows, and exception handling, in partnership with key stakeholders
Manage end-to-end system change lifecycle: intake and prioritization, solution design, user acceptance testing (UAT), deployment, and release communications
Create and maintain comprehensive documentation, training materials, onboarding guides, and conduct regular office hours for end users
Partner closely with Insights/Data teams to ensure the data model, custom fields, and instrumentation support reporting and analytics requirements
Monitor system health, proactively identify and resolve issues, and maintain security and access controls
Requirements
4+ years of experience in Revenue Operations, Sales Operations, Marketing Operations, or Systems Administration roles, preferably in a B2B SaaS environment
Strong technical expertise with Salesforce and/or HubSpot administration (certifications preferred)
Hands-on experience with CPQ tools (DealHub, Salesforce CPQ, or similar platforms)
Demonstrated ability to design and implement complex workflow automations, validation rules, and approval processes
Experience managing system integrations and understanding of data architecture principles