Salesforce Integration Architect - RevOps Tech Lead

Convera; California; On-site; USD 130,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

Paid time off

Holidays and parental leave

Wellness programs

Job summary

Convera seeks a highly technical Enterprise Applications Manager to bridge Salesforce CRM with internal enterprise applications. You will own integration architecture, drive Product Ownership, and coordinate Salesforce administration with data governance.

The role requires deep Salesforce knowledge, strong API skills, and experience with iPaaS tools like Workato to connect Credit Platform, Data Platform, and onboarding systems. Remote US-based, high impact position.

Qualifications

• 4-6 years of experience in Revenue Operations, Sales Operations, Salesforce administration, or technical product management roles with heavy integration focus
• Hands-on experience building integrations between Salesforce and enterprise systems using iPaaS platforms (Workato strongly preferred; Zapier or MuleSoft acceptable)
• Deep Salesforce knowledge including data model, security model, automation tools, custom objects, and API capabilities; Salesforce Admin certification preferred
• Strong understanding of API concepts including REST/SOAP, JSON/XML, OAuth 2.0, API keys, rate limiting, and error handling
• Strong SQL skills for data analysis and troubleshooting; experience querying databases and understanding relational data models
• Advanced Excel skills for data analysis, transformation, and mapping exercises (XLOOKUP, pivot tables, complex formulas)
• Experience in B2B SaaS, fintech, or financial services environments with complex revenue operations and compliance requirements
• Understanding of revenue operations workflows including lead-to-opportunity, onboarding, and renewal processes

Responsibilities

• Own the design and deployment of integrations between Salesforce and enterprise apps using iPaaS platforms
• Design integration patterns for data consistency and real-time sync with error handling
• Define API connection requirements between Salesforce and internal apps; work with REST/SOAP and OAuth
• Gather requirements for complex Workato recipes including logic, transformations, and batch processing
• Implement monitoring, logging, and alerting for all integrations and resolve issues
• Act as technical product owner for enterprise app initiatives; translate business needs into specs
• Create technical docs including architecture diagrams, data flow maps, API specs, and user guides
• Coordinate UAT; develop test plans and manage defects for production deployment
• Build product roadmaps for enterprise apps balancing technical debt and new features
• Create Salesforce roadmap for enterprise app integrations; manage data models and reporting
• Collaborate with Salesforce Admins on data governance and security models
• Establish data governance standards and master data management policies
• Own data quality for all enterprise app integrations; implement automated data validation

Skills

iPaaS (Workato)

Salesforce

API integration

REST/SOAP

SQL

Excel

Data governance

Product ownership

Tools

Workato

Salesforce

Zapier

MuleSoft

Postman

Job description

Product Manager, Revenue Technology – USA (remote)

We are seeking a strategic and execution-oriented Product Manager to own and evolve our Revenue Technology stack. This role sits at the intersection of product strategy, sales operations, and technical delivery—driving the roadmap for tools that power our Go-to-Market teams. You will partner with Sales, Marketing, Customer Success, Finance, and Engineering to deliver world-class technology solutions that accelerate revenue growth, improve operational efficiency, and create competitive advantage.

You Will Be Responsible For

Product Strategy & Roadmap Ownership

• Define and execute the product strategy for Revenue Technology platforms including CRM (Salesforce), Sales Engagement, Revenue Intelligence, and Sales Enablement tools
• Build and maintain a multi-quarter roadmap aligned to business priorities, balancing strategic initiatives with operational improvements and technical debt
• Prioritize feature development based on business impact, user needs, technical feasibility, and resource constraints
• Conduct build vs. buy evaluations for new capabilities, including vendor selection, contract negotiation support, and integration planning
  
  

Stakeholder Management & Requirements Gathering

• Partner with Sales, Marketing, Customer Success, Finance, Legal, and Operations leaders to understand business needs and translate them into product requirements
• Run discovery sessions, user research, and data analysis to uncover pain points and opportunities
• Build consensus across competing priorities and manage stakeholder expectations through transparent communication and trade-off discussions
• Serve as the voice of the customer (internal GTM users) throughout the product development lifecycle
  
  

Product Delivery & Execution

• Write detailed product requirement documents (PRDs), user stories, and acceptance criteria for technical teams
• Lead agile ceremonies including sprint planning, backlog grooming, daily standups, and retrospectives
• Collaborate with Engineering, Systems Architects, and Salesforce Admins to define technical architecture and implementation approaches
• Define success metrics, KPIs, and acceptance criteria for each product release
• Manage end-to-end product launches including change management, training, documentation, and rollout plans
  
  

Process Optimization & Operational Excellence

• Design automated workflows, approval processes, and integrations that reduce manual work and increase data accuracy
• Partner with Sales Operations to standardize processes, governance models, and data hygiene practices
• Continuously monitor product performance through dashboards, user feedback, and operational metrics
  
  

Data & Analytics

• Ensure data integrity, governance, and compliance across the Revenue Technology stack
• Leverage product analytics to measure feature adoption, identify usage patterns, and inform roadmap decisions
• Partner with Data Engineering and Business Intelligence teams on data integration and warehouse design
  
  

Vendor & Technology Management

• Serve as product owner for third-party platforms (Salesforce, Dun & Bradstreet, Gong, etc.), driving feature requests, roadmap alignment, and escalations
• Evaluate new vendors and technologies to expand or optimize the Rev Tech stack
• Manage vendor relationships, contract renewals, and license optimization
• Stay current on industry trends, competitive landscape, and emerging technologies in Revenue Operations
  
  

You Should Apply If You Have

Required Experience & Qualifications

• Extensive experience in product management, with a strong focus on B2B SaaS, Revenue Technology, Sales Operations, or GTM systems
• Deep expertise in Salesforce (Sales Cloud, Service Cloud, CPQ, or Revenue Cloud) with hands-on configuration, customization, and architecture experience
• Proven track record of delivering complex, cross-functional product initiatives from vision to launch
• Experience managing a portfolio of products across the Revenue Technology stack (CRM, CPQ, sales engagement, enablement, analytics)
• Strong understanding of sales processes, quote-to-cash workflows, demand planning, forecasting, and revenue operations
  
  

Technical Skills

• Expert-level knowledge of Salesforce platform including Flows, Process Builder, Apex, Lightning Components, and AppExchange ecosystem
• Proficiency with sales technology stack: Sales engagement (Outreach, SalesLoft), revenue intelligence (Gong, Clari), enablement (Highspot, Seismic), PRM (Salesforce PRM, Impartner)
• Strong SQL skills and experience with data modeling, ETL processes, and BI tools (Tableau, Looker, Power BI)
• Familiarity with APIs, integration patterns, middleware (Workato), and system architecture concepts
• Experience with agile product development methodologies and tools (Jira)
  
  

Core Competencies

• Strategic thinking with ability to balance long-term vision with short-term execution
• Exceptional stakeholder management and executive communication skills
• Data-driven decision making with comfort in ambiguity and incomplete information
• Strong analytical and problem-solving abilities; can break down complex problems into actionable solutions
• Bias for action and ability to drive results in a fast-paced, high-growth environment
• Collaborative leadership style; influences without authority and builds trusted partnerships
• Customer empathy and user-centric design thinking
• Excellent written and verbal communication; can distill complexity for diverse audiences
• Change management expertise; skilled at driving adoption of new processes and technologies
  
  

Preferred Qualifications

• Salesforce certifications (Administrator, Advanced Administrator, Platform App Builder, Sales Cloud Consultant, CPQ Specialist)
• Experience in high-growth B2B SaaS companies (Series B through IPO)
• Background in Sales Operations, Revenue Operations, or GTM Operations
• Experience implementing CPQ, PRM, or Revenue Intelligence platforms
• Familiarity with partner ecosystem management and channel sales
• Understanding of finance systems (ERP, billing, revenue recognition) and system-to-system integrations
  
  

What We Offer

• Competitive salary
• Comprehensive health, dental, and vision insurance
• 401(k) with company match
• Flexible PTO and work-from-home policies
• Professional development budget for certifications, conferences, and training
• Opportunity to shape the future of our Revenue Technology strategy in a high-growth company
• Collaborative, innovative team culture with direct access to senior leadership
  
  

About Convera

Convera is a global leader in commercial payments that powers international business by moving money with ease. We provide tech-led payment solutions to help more than 26,000 customers globally grow with confidence, from small businesses to CFOs and treasurers. As experts in foreign exchange, risk and compliance, with an unrivaled regulatory footprint, Convera’s financial network spans more than 140 currencies and 200 countries and territories.

Our teams care deeply about the value we deliver to our customers, which makes Convera a rewarding place to work. This is an exciting time for our organization as we expand our team with growth-minded, results-oriented people who are looking to move fast in an innovative environment.

As a truly global company with employees in over 20 countries, we are passionate about diversity; we seek and celebrate people from different backgrounds, lifestyles, and unique points of view. We want to work with the best people and ensure we foster a culture of inclusion and belonging.

There are plenty of amazing opportunities at Convera for talented, creative problem solvers who never settle for good enough and are looking to transform Business to Business payments.

Apply now!

Pay Transparency Statement

Convera is committed to pay transparency and equity in accordance with applicable U.S. state and local laws. For this position, the expected base salary range is $102,000 - $155,000 per year, depending on factors such as experience, qualifications, and geographic location. We use a tiered geographic pay system to ensure fairness across regions. Candidates in high-cost areas may receive higher offers within the posted range.

We also offer a comprehensive benefits package, which may include:

• Health insurance (medical, dental, vision)
• Retirement savings plan
• Paid time off, holidays, and parental leave
• Wellness programs and mental health resources
  
  

Final compensation and benefits will be discussed during the hiring process and may vary based on individual circumstances and business needs.