Key skills
AIAnalyticsBISalesforceCRMLeadership
About this role
Role Overview
- Build and maintain Salesforce workflows, objects, fields, and automations
- Own Salesforce reporting, including: Enterprise vs. mid-market segmentation, Deal size by rep, pipeline velocity, conversion metrics
- Support and optimize HubSpot–Salesforce sync
- Integrate and manage tools that connect to Salesforce, including: Clay (data enrichment + workflows), AI-powered GTM tools
- Build operational dashboards for revenue leadership
- Partner with product, data, and engineering teams to scale GTM systems
Requirements
- Strong Salesforce fundamentals: Reporting, dashboards, workflow automation
- Custom fields, objects, and process builder/flows
- Experience with CRM data and GTM workflows
- HubSpot + Salesforce integration experience
- Clay power user or experience with enrichment tools
- Comfortable using modern AI tools
- Experience with systems that sync into Salesforce
- Basic Salesforce development (Apex, SOQL)
- Data analytics experience
- Hex or BI dashboarding
- GTM engineering exposure