Build lead-to-account matching, qualification and routing logic, with clear SLAs and alerts when they are missed.
Design and automate instant follow-up: rep notifications, meeting booking, and context-rich handoffs so reps know who they are talking to before they call.
Automated plays for Sales and Marketing
In partnership with marketing design signal-based plays, for example website visits from target accounts, product or event engagement, job changes of known champions, and renewal or expansion triggers.
Turn each signal into an action: a task, an alert, a sequence enrollment or an account brief for the right owner.
Partner with Marketing on campaign follow-up, event lead processing and nurture handoffs so no lead sits untouched.
Eliminating manual work
Map where reps, SDRs, marketers and CSMs spend time on low-value tasks, and rank fixes by hours saved.
Automate CRM hygiene: field completion, duplicate prevention, activity capture and stage-change requirements.
Build AI-assisted workflows such as pre-call account research, call summaries written back to Salesforce, follow-up email drafts and deal-risk flags.
Data and enrichment
Improve coverage and accuracy of account and contact data using our current data sources.
Support the evaluation if we choose a dedicated enrichment and orchestration platform (for example Clay), and lead its rollout if approved.
Systems, integrations and governance
Support integrations between Salesforce, marketing automation, sales engagement, conversation intelligence and other GTM tools, using APIs, webhooks and workflow platforms.
Work within Salesforce data-model and change-control standards set with the Salesforce admin team.
- Document every workflow: what it does, what it writes, who owns it and how to turn it off.
- What you'll bring
- Required
4+ years in a technical GTM role such as GTM engineering, RevOps systems, marketing ops engineering or sales ops automation at a B2B SaaS company.
Deep working knowledge of Salesforce: objects, fields, flows, validation rules, and how lead, contact, account and opportunity data relate.
Hands-on experience building production workflows in at least one automation platform, such as n8n, Workato, Make, Zapier or Tray.
Comfort with REST APIs, webhooks, JSON and authentication; able to read API docs and connect two systems without vendor help.
Working scripting skills in Python or JavaScript, and basic SQL.
Practical experience using LLMs in workflows: prompt design, structured outputs, testing for accuracy, and knowing when not to use AI.
A track record of shipping automations that measurably saved time or improved conversion, with numbers to show it.
Clear written documentation habits and the judgment to build things others can maintain.
Nice to have
Experience with Clay or similar enrichment and orchestration tools (Apollo, ZoomInfo workflows, Common Room).
Experience with lead routing and scheduling tools such as LeanData or Chili Piper.
Experience with intent platforms, such as 6sense or Demandbase
Familiarity with marketing automation (ex., HubSpot) and sales engagement platforms (Outreach, Salesloft, Gong Engage).
Exposure to a data warehouse and reverse ETL (ex., Snowflake).
- Experience in a PE-backed or fast-scaling SaaS company, or in fintech, payments or AR/AP software.
- How we'll measure success
- Success means faster pipeline and fewer manual hours, measured against a baseline set in your first 30 days.
