GTM Tech Engineer: Salesforce & AI Automation

Plaid; New York (NY); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Equity

401(k)

Medical/dental/vision

Job summary

Plaid is hiring a GTM Technology Engineer to build and maintain the technical backbone of our GTM systems, including Salesforce code, CPQ integrations, and AI-powered automations. You will design scalable integrations across the GTM stack, ensuring data integrity and automation for revenue processes.

This hands-on role requires 4+ years in Salesforce development, experience with CPQ and middleware, and a builder mindset to reduce manual work while collaborating with RevOps, Sales, and Finance.

Qualifications

• 4+ years of hands-on Salesforce development experience — Apex, Lightning Web Components, Flow, SOQL/SOSL, and integration patterns (REST/SOAP, platform events, middleware).
• Experience with CPQ (Salesforce CPQ or similar) and a working understanding of quote-to-cash / lead-to-cash data flows.
• Hands-on experience designing and deploying AI-powered workflows, agentic systems, or LLM-backed automations that improve operational efficiency.
• Strong debugging and systems-thinking skills — tracing data issues across Salesforce fields, Apex logic, automation, and upstream integrations.
• Experience with integration/middleware platforms (MuleSoft, Tray.io, Workato, or similar) and modern API design.
• Solid software engineering fundamentals: version control (Git), CI/CD, testing discipline, and code review practices.
• Excellent cross-functional communication — working with GTM Ops, Sales, Deal Desk, Finance to gather requirements and explain tradeoffs.
• Comfortable operating in ambiguity, with a builder-oriented mindset.
• Salesforce certifications (Platform Developer I/II, Application Architect) are a plus but not required.

Responsibilities

• Salesforce development: Design, build, and maintain Apex classes, triggers, Lightning Web Components, and Flows that support core GTM processes.
• Data integrity & diagnostics: Investigate and resolve issues in revenue-critical Apex services, tracing root causes across triggers, flows, and integration touchpoints.
• Cross-platform integration: Build and maintain integrations between Salesforce and the broader GTM stack (CPQ, CLM/contract tools, sales engagement platforms, data enrichment tools, data warehouse) using middleware (e.g., MuleSoft, Tray.io), REST/SOAP APIs, and event-driven patterns.
• AI & automation: Prototype and productionize AI-assisted workflows — using LLM APIs, Salesforce-hosted MCP servers, and agentic tooling — to automate manual RevOps processes (deal reviews, data QA, reporting, triage).
• Platform architecture: Contribute to Salesforce architecture decisions (data model, sharing model, integration patterns, CI/CD via tools like Copado, Gearset) that keep the org scalable as Plaid's GTM motion grows.
• Partnership: Work directly with RevOps, Deal Desk, Sales leadership, and Engineering to translate business requirements into reliable, well-tested technical solutions.
• Quality & governance: Write testable, documented code; participate in code review and release management; support SOX/ITGC controls relevant to revenue systems where applicable.

Skills

Apex

Lightning Web Components

SOQL/SOSL

Flows

Integration patterns

REST/SOAP APIs

CI/CD

Git

Tools

Salesforce CPQ

MuleSoft

Tray.io

Workato

Job description

Plaid is hiring a GTM Technology Engineer to build and maintain the technical backbone of our GTM systems, including Salesforce code, CPQ integrations, and AI-powered automations. You will design scalable integrations across the GTM stack, ensuring data integrity and automation for revenue processes.

This hands-on role requires 4+ years in Salesforce development, experience with CPQ and middleware, and a builder mindset to reduce manual work while collaborating with RevOps, Sales, and Finance.