Revenue Tech Stack and CRM Optimization Specialist

Own, implement, optimize, and integrate the revenue tech stack to improve GTM efficiency and outcomes across Sales, Marketing, and Customer Success. Administrate and optimize revenue tools, CRM workflow design, cross-system integrations, data governance, and vendor management. High adoption of tools, clean and governed data leading to fast and accurate lead/account routing, reliable forecasting/visibility, and measurable productivity and conversion gains.

What you’ll do

• Revenue Tech Stack Management
  • Implement and oversee platforms for intelligence, forecasting, and automation.
  • Manage primary tools such as Gong, Clari, ZoomInfo/Ringlead, and others.
  • Interface with vendors, handle renewals, and troubleshoot tool-related issues.
  • Promote seamless communication between core tools and enhance interoperability.
  • Evaluate the current GTM tech stack, recommending consolidations or additions.
  • Educate the GTM team on workflows and new tool features.
• CRM and Data Workflow Optimization
  • Act as the liaison with Salesforce admins for CRM data and workflow improvements.
  • Support SFDC hygiene, manage account changes, and troubleshoot issues.
  • Manage account scoring and enrichment to guide sellers on revenue opportunities.
  • Maintain CRM enrichment through automated deduplication and integration tasks.
  • Serve as the primary Ringlead owner, maintaining automated CRM hygiene and rep assignment logic.
• Lead Management
  • Act as the liaison for the Lead Management Process.
  • Build and maintain automated lead routing in Ringlead.
  • Architect processes for enriching and routing high-intent leads for quick follow-up.
  • Support contact segmentation within CRM for accurate engagement classification.
  • Collaborate with marketing on campaigns to ensure lead quality and task ownership.

What you will bring:

• 5-8 years of experience in a similar role.
• 3+ years hands-on CRM administration (preferably Salesforce) covering objects, flows, permissioning, and lifecycle design. 2+ years building and maintaining cross-system integrations and data quality processes.
• CRM administration: Salesforce object model, flows, validation, permissioning, roles, and reporting; familiarity with CPQ/forecasting is a plus.
• RevTech administration: conversational intelligence, revenue forecasting, sales engagement, enrichment/ABM, routing/orchestration, document automation.
• Integrations: API-based integrations, field mapping, error handling, monitoring.
• Data: dedupe/normalization/enrichment strategies; data dictionary; governance.
• Project/change management: backlog management, UAT, release notes, training, adoption tracking.
• Communication and stakeholder management: clear requirements gathering, prioritization, and status updates.

Success Outcomes:

📝 Within 1 - 3 Months You Will:

• Understand existing tools, platforms, and GTM processes.
• Build strong vendor and internal stakeholder relationships.
• Assess current tech stack for potential improvements.

🎳 Within 4 - 6 Months you will:

• Take ownership of tech stack management and tool optimization.
• Enhance CRM data workflows and support Salesforce tasks.
• Streamline lead management processes in coordination with Marketing Ops.

🚀 Within 7 Months and beyond:

• Ensure efficient tech stack operation and seamless data flow.
• Lead initiatives to improve tool interoperability and data integration.
• Act as a primary contact for all tech stack and process enhancements.

This role requires employees to work within Eastern Standard Time (EST) business hours. While we are open to candidates from outside the EST time zone, please be prepared to adjust your working hours to align with this time zone. Flexibility will be essential to ensure seamless collaboration with the team and stakeholders.

This position is fully remote, offering you the flexibility to work from anywhere. We embrace a results-driven work culture, focusing on performance and collaboration over location. As part of our team, you’ll have the opportunity to build a work-life balance that suits you, while staying connected with a diverse, global team through virtual tools and regular online communication.