Position Overview
LeanScale is a leading consulting firm powering high-growth, B2B Technology startups (e.g. Mistral AI, Chainguard, Clio, and many more). We’re looking to build the McKinsey-for-startups and take pride in bringing in A+ talent.
Startups need to rapidly gain distribution before the tech incumbents (bigger tech companies) build their technology. It’s a race. And Go-to-Market Operations is a key part in being able to set the proper foundation and grow quickly.
We help leading Go-to-Market organizations build their growth models, and implement the right GTM Operations infrastructure to execute on their plans. As a GTM Engineer, you will be the main GTM systems implementation expert on client engagements as you collaborate with cross-functional teams (both internally and externally) to deliver best-in-class GTM processes, technology, & reporting. The ideal candidate will possess a unique blend of soft skills, technical skills, and a self-starter mentality to drive GTM Operations success both within our organization and with our clients.
At LeanScale, we feel confident that you will be given a truly unique opportunity to accelerate your career in GTM Operations by working with many companies at once and collaborating with a large team of operations experts.
Responsibilities
Systems Architecture Design & Implementation: Holistic design and implementation of the best systems for startups at each stage of growth.
AI-native Builder: Stay on the cutting edge of AI development, and incorporate it internally along with our customers at each stage of Marketing, Sales, CS, and Partnerships.
CRM Configuration: Customize CRMs (usually Salesforce/Hubspot) by configuring objects, fields, page layouts, workflow rules, validation rules, and other platform features to support various business processes.
User Management: Create and manage user profiles, roles, permissions, and access settings to ensure data security and appropriate access levels.
Data Management: Import, export, and maintain data within CRMs (usually Salesforce/Hubspot), ensuring data integrity and cleanliness through regular data audits and cleansing activities.
Reporting and Dashboards: Create and manage reports and dashboards to provide insights into sales, marketing, and service performance, enabling data-driven decision-making.
Process Automation: Build and maintain automated processes using workflow rules, process builder, and approval processes to streamline business operations and improve efficiency.
Third-Party Integrations: Integrate Salesforce/Hubspot with external applications and tools to enhance productivity and data synchronization.
Platform Upgrades: Stay updated on Salesforce/Hubspot releases and new features, planning and executing platform upgrades and enhancements as needed.
System Maintenance: Monitor system performance, troubleshoot issues, and coordinate with the IT team to address and resolve technical challenges.
Security and Compliance: Implement security best practices and ensure compliance with data privacy regulations and internal policies.
Requirements
Soft Skills:
Excellent communication skills to provide training, support, and interact with stakeholders at all levels.
Tenacious problem solver and a bias towards action.
Strong analytical skills to identify and resolve system issues and improve processes.
Meticulous in preparation & documentation
Curious, quick learner (and stays ahead on new technologies)
Adaptable to constant change
Ability to work collaboratively with cross-functional teams to understand business requirements and translate them into technical solutions.
Self-starter (does not wait to be told what to do and is comfortable operating in ambiguity)
LeanScale Values (Integrity, Humility, Taking Action, Challenging Yourself and Others)
Hard Skills:
Salesforce/Hubspot Experience: A minimum of 2 years of hands-on experience as a CRM System Administrator, working with Salesforce Lightning or Hubspot.
Certification: Salesforce/Hubspot Administrator Certification is required.
Technical Skills: Proficiency in Salesforce/Hubspot configuration, data management, and process automation. Knowledge of Apex and Visualforce is a plus.
Experience implementing/managing at least one CRM integration tool (CPQ, Enablement Tool, Sales Engagement Tool, CRM data enrichment tool, etc.)
Experience analyzing GTM performance data and presenting insights to exec leadership
Google Sheets / Excel power user