GTM Engineer

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