- Administer both existing Salesforce instances through the merger, then own the single consolidated Salesforce org post-merge, including user setup, permissions, workflows, and integrations
- Diagnose Salesforce data quality issues at the root cause and build guardrails against recurring problems
- Partner with Marketing Ops on Marketing-to-Sales handoffs and pipeline metrics
- Work with Sales Ops on data hygiene that feeds their analysis
- Understand the HubSpot connector and broader GTM tool stack well enough to work across it
- Build and maintain training materials when changing processes or tools used by others
- Use AI daily, build agents and automations, execute recommendations from existing Claude agents, and expand automation as new integrations become available
Requirements
- Genuine Salesforce administration expertise
- Experience owning more than one component of the GTM stack
- Background in SaaS
- Ability to work quickly while juggling simultaneous stakeholder requests
- Confidence to provide independent opinions rather than only executing tickets
- AI fluency, including building personal agents and automations
- Financial services background is a plus, not a requirement
- Post-merger or M&A systems integration experience is a plus
Core Competencies
Demonstrates expertise in Salesforce administration, including user setup, permissions, workflows, and integrations, while effectively managing data quality and automation processes. Proficient in collaborating with cross-functional teams to enhance marketing and sales operations through the GTM tool stack.
Highest-signal resume keywords
- Salesforce Administration Expertise
- GTM Stack Ownership
- AI Fluency
- Data Quality Management
- Post-Merger Systems Integration
ATS Optimization Keywords
Hard Skills
- Salesforce Administration
- Data Quality Diagnosis
- Automation Building
- User Setup
- Workflow Management
- Integrations
- Data Hygiene
- AI Agent Development
- HubSpot Connector Understanding
- SaaS Background
Soft Skills
- Independent Opinion Providing
- Stakeholder Management
- Adaptability
Industry Keywords
- Financial Services
- M&A Systems Integration
Tools & Technologies
- Salesforce
- HubSpot
- Claude Agents
- GTM Tools