Source Job

• Administer and maintain Salesforce instance, including users, permissions, workflows, and dashboards.
• Generate weekly reports on pipeline, deals, forecasts, and cross-functional data requests.
• Ensure CRM data accuracy, perform audits, and provide analytical insights to drive business action.

Transcarent is a digital health company that brings together benefits navigation, clinical guidance, and care delivery in one platform, focusing on reducing costs and improving outcomes for employers and health plans. With over 1,700 employers and health plans serving 21 million members, the company values people first, resilience, results, and humility in a collaborative culture.

• 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.

• 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.

• 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.

• 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.

• 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.

• Design and build AI-powered GTM agents that automate deal intelligence, rep coaching, communication drafting, and opportunity scoring across the full sales cycle
• Translate GTM processes and business requirements into working technical systems – you bridge the gap between what the revenue team needs and what the technology can do
• Architect and maintain the data infrastructure that feeds GTM systems, including folder structures, file pipelines, and data feeds organized by sales manager and deal context

Juniper Square unifies technology, data, and fund administration services into a single platform. They help GPs move faster, make better decisions, and scale with precision. Founder-led since 2014, backed by $350M+ in funding, they have 1,000+ employees and a culture for ambitious, meaningful work.

• Own GTM analytics and reporting strategy, providing clear visibility into performance, risk, and opportunity across the funnel.
• Scale systems and revenue technology, owning and optimizing the GTM tech stack including Salesforce and AI tools.
• Lead and elevate Revenue Operations as a strategic function, establishing RevOps as a partner to GTM leadership.

Loop is a company focused on scaling Go-To-Market organizations. They operate as a startup with a Blended Working Environment and have a team distributed across the US, Canada, and the UK, emphasizing intentional work and growth.

• 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™.

• 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.

• Establish and execute a strong operational cadence.
• Lead the AI transformation for the RevOps function.
• Refine and standardize processes, policies, and workflows to scale.

Marqeta is on a mission to revolutionize the way money moves. As pioneers in the field of embedded finance, its card issuing platform offers unparalleled flexibility and control. They power some of the most renowned brands in the new economy such as Block, Affirm, and Uber.

• Own the automation and AI agent infrastructure of the Sales organization, building intelligent systems that eliminate manual friction and surface the right accounts and signals at the right time.
• Build and maintain AI-powered pipeline generation infrastructure, including property trigger monitoring, account scoring models, and outreach automation to operationalize signals into rep-ready pipeline.
• Design and build internal tools for reps and operators, and govern GTM data integrity across the Sales stack to ensure pipeline data is reliable.

ButterflyMX empowers people to open and manage doors & gates from a smartphone, serving over 20,000 multifamily, commercial, and student-housing properties worldwide. As a distributed, primarily remote workforce, the company values intelligent, passionate, and collaborative individuals driven by excellence and innovation.

• Architect and lead the future of how our Go-To-Market organization operates, redefining processes with AI handling operational floor and focusing on systemic fixes.
• Lead a high-performing team to identify root causes of friction, design enterprise-grade solutions, and partner with executive stakeholders.
• Drive behavioral changes that scale, with a seat at the table in shaping our AI-integrated operations strategy.

Remote solves the challenge of navigating global employment compliantly, enabling businesses to recruit, pay, and manage international teams. The company has a globally distributed workforce across 6 continents with core values including innovation and a fully remote culture.

• Own and drive end-to-end delivery of GTM technology projects, from requirements gathering to deployment and adoption.
• Implement AI agents for GTM and work closely with business stakeholders to translate needs into functional requirements.
• Act as primary interface between Business and development team, ensuring alignment, feasibility, and timely execution.

Nexthink is the leader in digital employee experience management software, providing IT leaders with insight to diagnose and fix issues at scale. With over 1,000 employees across 5 continents, the company operates as One Team with a strong commitment to diversity and inclusion.

• Own and optimize the Salesforce ecosystem, focusing on CPQ, automation, and system integrity.
• Design automation, manage CPQ for revenue generation, and partner with Sales, Finance, and Operations.
• Support integrations, reporting, and emerging capabilities like AI and Agentforce.

DYOPATH provides IT services and solutions to businesses, focusing on scalable systems and revenue enablement. The company is a growing organization with a collaborative culture that values innovation and growth.

• Design and build AI-powered GTM agents that automate deal intelligence.
• Translate go-to-market processes into scalable technical systems, bridging business needs with engineering execution.
• Architect and maintain GTM data infrastructure, including pipelines and structured data flows.

Juniper Square is a company that offers solutions at the intersection of revenue operations, AI engineering, and go-to-market systems. They provide a fast-evolving, high-ownership environment where employees help define how AI-native GTM systems are built and scaled.

• Architect, design, build, and maintain scalable Salesforce solutions.
• Build scalable automation solutions that eliminate manual work.
• Support integrations between Salesforce and key GTM tools.

Dscout is building a flexible and powerful UX research platform trusted by top brands in finance, healthcare, consumer goods, and tech. They are a team of passionate, empathetic, and curious professionals and a recognized leader in the Forrester Wave.

• 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.

• Manage configuration tasks in a Kanban workflow, adapting to shifting priorities and daily requests.
• Build and maintain declarative Salesforce solutions including Flows, custom fields, objects, and page layouts.
• Document business requirements and technical solutions in Jira, ensuring stakeholder-ready documentation.

Privia Health is a technology-driven physician enablement company partnering with medical groups, health plans, and health systems to optimize practices and improve patient care. The company is led by top industry talent and physician leadership, offering scalable operations and cloud-based technology in a collaborative environment.

• 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.