Salesforce & GTM Applications Technical Lead

GTM Systems Strategy and Salesforce CPQ

• Own the Salesforce CPQ domain end to end, including product setup, bundles, pricing rules, discounting logic, quote templates, approval workflows, renewals, amendments, and quote-to-cash issue resolution.
• Serve as the primary subject matter expert and decision-maker for CPQ process design, platform standards, and future-state roadmap.
• Apply strong technical judgment across Salesforce and connected GTM systems to determine when to use Apex, Flow, managed package capabilities, APIs, middleware, or custom development.
• Identify process friction, technical debt, and operational risk across the revenue lifecycle and drive improvements that increase efficiency and reduce manual work.

Solution Design and Platform Administration

• Design scalable business system solutions using the right mix of declarative configuration, platform automation, integrations, and custom development.
• Lead or support complex Salesforce configuration and enhancements, including custom objects, fields, flows, validation rules, approvals, record types, permissions, page layouts, and user experience improvements.
• Evaluate when to use low-code versus coded solutions, considering reliability, supportability, performance, security, and ease of administration.
• Translate business needs into sustainable system solutions, bridging technical and business stakeholders.

Integrations, Data, and Quote-to-Cash Operations

• Support integrations and data flows between Salesforce and all relevant GTM and operational application systems.
• Understand and troubleshoot how data moves across systems, including mapping logic, source-of-truth decisions, sync behavior, and downstream impacts.
• Partner with technical teams, vendors, and business stakeholders to resolve integration issues, improve data reliability, and reduce failure points.

Delivery, Release, and Operational Excellence

• Lead system-related initiatives from intake through discovery, design, build, testing, documentation, deployment, and post-launch support.
• Support testing strategy, sandbox validation, release readiness, production monitoring, and issue resolution for system changes.
• Support or coordinate technical work involving Flow, Apex, SOQL, Lightning components, APIs, middleware, and third-party tools.
• Establish and maintain documentation for system design, configuration standards, process flows, test plans, release notes, and support procedures.

Cross-Functional Leadership and Stakeholder Partnership

• Partner closely with Sales, Finance, Revenue Operations, Customer Success, Marketing, Legal, and leadership to gather requirements and align solutions to business outcomes.
• Lead through influence across teams, clarifying requirements, challenging assumptions, surfacing tradeoffs, and driving sound decision-making.
• Communicate clearly on priorities, risks, solution options, and implementation impacts with both technical and non-technical audiences.
• Act as a trusted advisor to business stakeholders on GTM system capabilities, limitations, governance, and best practices.
• Support change management, training, and adoption efforts.

Continuous Improvement and Governance

• Stay current on Salesforce platform capabilities, GTM system trends, automation patterns, integration approaches, AI-enabled tools and functionality, and relevant best practices.
• Evaluate new tools, automation, and AI-enabled capabilities that simplify GTM processes, reduce manual work, improve decision-making, strengthen system sustainability, and support GTM efficiency.
• Contribute to broader Salesforce and business systems strategy by identifying opportunities to simplify the stack, improve supportability, and strengthen business continuity.

Requirements

• 7+ years of experience in Salesforce administration, business systems, revenue operations, or Salesforce solution delivery roles.
• 3+ years of direct experience owning or administering revenue systems, including Salesforce CPQ, in a complex B2B SaaS or similarly complex commercial environment.
• Strong understanding of Salesforce CPQ concepts, including product and pricing logic, pricing workflows, approval structures, and renewals/amendments operations.
• Experience leading complex, cross-functional initiatives that require coordination across technical and business teams.
• Proven ability to independently assess ambiguous business or system problems, recommend practical solutions, and execute with limited oversight.

Required Technical and Functional Skills

• Deep expertise in revenue systems administration and configuration, including product setup, pricing rules, quote templates, approvals, guided selling, renewals, and amendments.
• Strong Salesforce platform knowledge, including security models, data model design, automation architecture, integration patterns, and scalable configuration practices.
• Technical fluency across no-code, low-code, managed package, integration, and custom solution options.
• Strong understanding of how GTM systems, data, and controls support the full revenue lifecycle, including quoting, contracting, renewals, billing handoffs, and related processes.
• Experience partnering with vendors and business stakeholders to define requirements, evaluate solution options, and deliver and support scalable business systems.
• Ability to make practical technical decisions that balance business urgency, system scalability, data quality, and integration impacts with long-term maintainability, supportability, and governance.

Preferred Qualifications

• Salesforce CPQ Specialist certification or deep hands-on Salesforce CPQ experience.
• Salesforce Platform App Builder, Advanced Administrator, or Developer 1 certification.
• Experience supporting integrations, data flows, and business processes across Salesforce and connected systems, such as ERP, billing, contract management, sales, customer tools, or other GTM applications.
• Experience in SaaS, subscription revenue, or high-growth operating environments.
• Exposure to AI-enabled workflow design, process automation, or business systems optimization initiatives.