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OtterOtterMountain View, CA

Senior Analyst, GTM Systems

Senior Analyst owning and optimizing Otter.ai's GTM technology stack (Salesforce, Outreach, CPQ, AI tools). Administer systems, manage data enrichment/integrations, build dashboards, drive adoption, and improve revenue processes for Sales, Marketing, and CS teams. Requires 5+ years in RevOps/GTM Systems and expert Salesforce proficiency.

160k – 180k
On-site5+ YOERevenue Operations

About the role

Responsibilities

  • Own and administer the full GTM tech stack, including Salesforce CRM, Outreach, ZoomInfo, Zuora, CPQ, DocuSign, and AI-powered productivity tools.
  • Maintain Salesforce configuration — objects, fields, workflows, validation rules, process automations, reports, and dashboards.
  • Manage data enrichment processes using ZoomInfo and Clay to ensure contact and account data quality, completeness, and freshness.
  • Administer Outreach, including sequence management, template governance, A/B testing frameworks, and performance reporting.
  • Own CPQ administration and DocuSign integration to streamline the quote-to-close workflow.
  • Evaluate, pilot, and embed AI tools that drive measurable productivity gains for sales and marketing teams.
  • Design and maintain integrations across the GTM stack to ensure seamless data flow and eliminate duplicate entry.
  • Build and maintain KPIs, dashboards, and reports to measure GTM system health, tool adoption, and operational performance.
  • Develop and deliver training programs and documentation to drive effective adoption of GTM tools.
  • Manage vendor relationships, contracts, and renewals for key GTM technology platforms.
  • Enforce data governance standards and ensure compliance across all GTM systems.
  • Proactively identify automation and process improvement opportunities that reduce friction in the sales cycle.
  • Collaborate with Marketing Operations to align lead management, routing rules, attribution models, and campaign tracking.

Requirements

  • Bachelor's degree in Business, Information Systems, or a related field.
  • 5+ years of experience in GTM Systems, Revenue Operations, Sales Operations, or a related hands-on technical role.
  • Expert-level proficiency in Salesforce.com (Sales Cloud); Salesforce Administrator or Advanced Administrator certification strongly preferred.
  • Hands-on experience managing data enrichment platforms, particularly ZoomInfo and/or Clay.
  • Demonstrated experience administering an email sequencing platform; Outreach experience strongly preferred.
  • CPQ administration experience required; familiarity with DocuSign CLM or eSignature integrations is a strong plus.
  • Experience implementing or operationalizing AI-powered sales and productivity tools.
  • Strong understanding of GTM processes including lead-to-opportunity, quote-to-cash, account/contact management, and pipeline management.
  • Proven ability to translate business requirements into technical system configurations and scalable processes.
  • Strong analytical skills with experience designing and building reports, dashboards, and operational metrics.
  • Experience with system integrations and iPaaS tools (e.g., Workato, Zapier, Tray.io) is a plus.

Skills

SalesforceSales CloudOutreachZoomInfoZuoraCPQDocusignClayWorkatoZapierTray.IoIpaasAI Tools
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