Source Job

• Own and optimize Salesforce Sales Cloud workflows, including lead management, opportunity tracking, and campaign attribution to improve marketing and sales performance.
• Develop and maintain CRM infrastructure, ensuring clean data architecture, scalable automation, and efficient integration across marketing technology platforms.
• Build dashboards and reporting systems that deliver actionable insights on pipeline, conversion rates, ROI, CPL, and overall marketing effectiveness.

Jobgether is a platform that uses AI-powered matching to connect candidates with hiring companies. They process applications and share top candidates with employers, aiming for fair and objective review.

• Act as primary Salesforce and CPQ admin, executing system changes and maintaining documentation.
• Own and evolve the Revenue Operations dashboard for pipeline, bookings, churn, and ARR performance.
• Support weekly Revenue Growth Call through reporting, data analysis, and preparation of recurring business metrics.

Conversica is an AI-powered customer engagement platform that helps businesses automate and scale their revenue conversations. It is a profitable, small company with a remote-first culture focused on innovation and collaboration.

• Build systems, processes, and reporting infrastructure to support go-to-market teams.
• Drive operational efficiency, improve data quality, and strengthen forecasting capabilities.
• Own Salesforce configuration, revenue tech stack, and sales enablement materials.

Penta Group is a global company providing data-driven solutions to help clients achieve their objectives. Their global team brings decades of experience in business, government, communications, research, data science, and media.

• Gather, validate, and document business requirements from regional teams for CRM enhancements.
• Assist in CRM workflow administration, configuration, and data quality monitoring.
• Analyze seller behavior and CRM utilization to identify adoption gaps and improve workflow effectiveness.

PureIntegration is a technology consulting firm that services Fortune 100 clients in communications, media, and entertainment. With 22 years of experience and headquarters in the DC area, the company fosters a collaborative culture focused on innovation and client success.

• Own Salesforce hygiene, conduct pipeline audits, and partner with sales leaders to improve data accuracy.
• Manage pipeline calls, employee incentives, and renewal management to drive operational consistency.
• Leverage sales data to generate insights and expand Salesforce adoption across the organization.

PSG (an EPIC owned company) helps clients navigate drug management challenges through pharmacy intelligence and technologies, saving billions annually. EPIC has over 60 offices and 3,000 employees nationwide, fostering a collaborative 50/50 work culture focused on inclusion and growth.

• Drive operational excellence across the Americas and Global Partner & Alliance organization as a senior leader.
• Act as strategic connector between Sales, Finance, Marketing, and Revenue Operations to improve forecasting and deal governance.
• Shape partner-driven revenue tracking, scaling, and optimization in a fast-paced SaaS environment.

Jobgether is an AI-powered job matching platform that helps candidates get reviewed quickly and fairly by hiring companies. They operate a remote-first model and focus on connecting top-fitting candidates with roles through automated shortlisting.

• Executes user and license management, including new user setup/deactivation.
• Performs Salesforce configuration changes, including Flow, page layouts, and reports.
• Identifies requirements and translates them into scalable solutions with exceptional user experience.

Tenna provides a comprehensive platform to control mixed assets anytime, anywhere. They value quality, grit, continuous learning, and collaboration, fostering a dynamic and innovative culture.

• Lead pipeline reporting, forecast cadences, and revenue dashboards in Salesforce for go-to-market teams.
• Identify friction in revenue cycle processes and drive operational improvements across lead-to-renewal.
• Build reporting frameworks and support territory planning, quota setting, and capacity modeling with Finance and Sales leadership.

Poka builds a connected worker platform for manufacturing, empowering frontline teams to share knowledge and drive continuous improvement. As part of the IFS family, Poka supports global leaders like Nestlé and Mars, with a growing global reach.

• Optimize the full lead-to-revenue lifecycle, driving continuous conversion rate improvements across both marketing acquisition and sales funnels.
• Define and monitor core Key Performance Indicators across the demand generation motion, building dashboards and delivering actionable insights to executive leadership.
• Own the operational foundation of Demand Generation and drive strong Marketing-Sales alignment by translating frontline sales insights into actionable strategies.

SmartAsset is an online destination for consumer-focused financial information and advice, helping people make smart financial decisions. SmartAsset has earned recognition on the Inc. 5000 and Deloitte Technology Fast 500 lists, and a successful $110 million Series D funding round in 2021 valued the company at over $1 billion.

• Own pipeline and funnel analysis with a bias toward action, tracking deals and fixing broken processes.
• Run territory and account management as a living system, balancing books and evolving segmentation.
• Build reporting and systems that scale, developing dashboards and repeatable processes.

Hightouch is an Agentic Marketing Platform powered by the Composable CDP, enabling marketers to build and ship end-to-end campaigns. Founded in 2019 and headquartered in San Francisco, the team is ambitious, impact-driven, and values humility and kindness.

• Effectively present Mom's Meals products and services to a variety of audiences including managed care organizations, case managers, social workers, physicians, nurses and dietitians.
• Consistently utilize company programs and systems to maximize account engagements and create efficient sales routes to meet scheduled meetings and client educational opportunities.
• Drive sales forecast, growth goals, and key initiatives, while maintaining CRM database documenting sales leads and follow-ups.

Mom's Meals is a home-delivered meal service providing fully prepared, refrigerated meal solutions direct to homes nationwide since 1999. We are a family operated business looking for fun, compassionate, and friendly people who want to make a difference.

• Serve as strategic partner to Regional Sales Leadership, driving alignment and enabling consistent performance against regional targets.
• Lead design and execution of core Sales Operations processes, ensuring scalability, consistency, and operational efficiency.
• Provide data-driven insight into sales performance, equipping leadership with clear reporting and actionable recommendations.

Rithum is the world's most trusted commerce network, accelerating how brands, suppliers, and retailers work together to deliver seamless e-commerce experiences. With over 40,000 companies trusting their platform, representing over $50 billion in annual GMV, they foster an inclusive, remote-first culture with accessible leadership.

• Execute world-class GTM architectures and Salesforce configurations.
• Transform clients' CRM environments into high-velocity revenue engines.
• Ensure data hygiene, routing logic, and reporting are flawless.

Directive Consulting is a B2B marketing agency that focuses on metrics. They have over a decade of expertise and 420+ B2B brands. They have Performance, Communications, and Commerce divisions, and their methodology is DiscoverabilityOS™.

• Manage complex provider roster creation, submission, and record reconciliation for multiple payers.
• Oversee resolution of moderate-scope issues by prioritizing tasks and escalating issues with solutions.
• Proactively identify areas for operational improvement and efficiency enhancement.

Aledade empowers independent primary care practices to deliver better patient care and thrive in value-based care. Founded in 2014, they are the largest network of independent primary care in the country with a collaborative, inclusive, and remote-first culture.

• Optimize our lead generation, routing, and conversion systems
• Analyze funnel performance, provide data-driven strategic insights to sales leadership and implement prioritized strategies
• Support day-to-day management of tools across the sales tech stack, build workflows and automations and be first to troubleshoot issues

TouchBistro offers an all-in-one Point-of-Sale and restaurant management system. They have powered more than 29,000 restaurants around the world, and foster an inclusive workplace where all individuals have an opportunity to succeed.

• Drive accountability and operational excellence across the Strategic Growth Department.
• Own and administer the Growth Department CRM for reporting, analytics, and data integrity.
• Create performance reports, dashboards, and meeting materials to support executive leadership.

SERHANT. is a real estate brand that innovates through media and content creation, powered by a full-service in-house film studio. They are the most followed real estate brand in the world, delivering proven results for buyers, sellers, and developers.

• Establish and execute a strong operational cadence to support business growth and cross-functional alignment.
• Lead AI transformation for RevOps and drive adoption of AI-powered workflows and automations.
• Oversee incentive compensation design, tool selection, and operational infrastructure to scale GTM operations.

Marqeta is a pioneer in embedded finance, providing a card issuing platform that enables companies to issue cards and manage payments in real time. They power major brands like Block, Cash App, and Uber, with nearly 8 out of 10 Americans using a product powered by Marqeta weekly.

• Serve as HubSpot administrator and internal subject matter expert, managing pipeline configuration, automation, permissions, and reporting.
• Design scalable workflows that align Sales, Marketing, and Customer Success.
• Translate CRM and marketing data into actionable insights for the Chief Growth Officer and leadership team.

Shine Early Learning aims to eliminate the gap between children’s inherent potential and their achievement in school and life. As part of the Strategy & Growth team, you’ll help build the systems and infrastructure that make mission-aligned growth possible.

• Manage and expand revenue across a portfolio of strategic accounts, developing and executing account strategies to deliver strong revenue and gross profit results.
• Partner cross-functionally with product, finance, and support teams to identify new revenue opportunities and run consultative sales cycles.
• Maintain an accurate sales pipeline and forecast using Salesforce, consistently achieving goals and presenting guidance to executive management.

Twilio is shaping the future of communications with innovative solutions for hundreds of thousands of businesses, empowering millions of developers worldwide. The company is dedicated to a remote-first work culture with a strong focus on connection and global inclusion, fostering a diverse and vibrant team.

• Drive scaling and adoption of virtual services within Privia's network and externally.
• Conduct market analysis to identify targets and support sales enablement.
• Serve as central contact for new providers and execute marketing campaigns.

Privia Health is a technology-driven national physician enablement company that collaborates with medical groups and health systems to optimize practices and improve patient experiences. The company is led by top talent and physician leadership, with scalable operations and cloud-based technology.