Own day-to-day configuration, support, maintenance, and improvement of the Salesforce instance for the Commercial team.
Design, build, and maintain advanced workflows, automation, validation rules, approval processes, and page layouts using Salesforce Flow and other declarative tools.
Support and evolve integrated workflows between Salesforce and other systems (e.g., HubSpot, SalesLoft, LeanData, Slack).
Build and manage Slack integrations that enable real-time notifications, workflow automation, and improved collaboration across the Commercial organization.
Collaborate with Product Development’s Salesforce team to ensure scalable, secure, and aligned platform governance.
Partner with Sales, Enterprise Marketing (including HubSpot users), and Operations stakeholders to understand their business processes and translate them into scalable system solutions.
Analyze existing sales workflows and identify opportunities to streamline processes, reduce manual work, and improve pipeline visibility.
Ensure the accuracy and integrity of Commercial Salesforce data through monitoring, deduplication, and maintenance routines.
Design and maintain advanced reporting and dashboards that provide clear insights into pipeline health, sales performance, and operational efficiency.
Enable Commercial teams to access and utilize real-time data through dashboards, reporting frameworks, and best practices.
Be the go-to resource for troubleshooting, support, and training for Commercial Salesforce users.
Create documentation, training materials, and standard operating procedures for internal use.
Help teams adopt best practices for Salesforce usage, automation, and data-driven decision making.
Drive the roadmap for Commercial team Salesforce usage and future evolution of our GTM systems strategy with cross-functional input.
Operate with a builder’s mindset—taking ownership of near-term updates while recognizing the need to design the system for long-term growth.
Partner with Commercial leadership to evaluate sales processes and recommend system and workflow improvements that improve scalability and performance.