[Remote] Operations Lead, GTM Systems

Note: The job is a remote job and is open to candidates in USA. CaptivateIQ is transforming the way companies plan, manage, and optimize sales performance. As the Operations Lead for GTM Systems, you will be the primary Salesforce administrator and GTM systems owner, responsible for stakeholder support, technical debt management, and enhancing operational foundations to improve sales performance.ResponsibilitiesServe as the company's designated Salesforce owner — owning object and field architecture, Flow automation, permission design, data quality, sandbox governance, and release managementConduct methodical system audits to identify and resolve accumulated technical debt — investigating field usage, dependencies across automations, code, layouts, and integrations to make informed decisions that improve performance, usability, and long-term maintainabilityOwn the planning and execution of legacy automation migration — rationalizing existing automation inventory, consolidating redundant logic, and migrating deprecated frameworks to current Salesforce standards to reduce performance risk and improve debuggabilityDesign and maintain role-appropriate user experiences within Salesforce — including page layouts, Lightning configurations, and record views tailored to how Sales and CS teams actually work — and iterate based on ongoing feedback to drive real adoptionEstablish and maintain a mature sandbox and release management practice — including environment refresh cadences, pre-production testing protocols, and proactive preparation for Salesforce's tri-annual release calendarLead data model architecture strategy to support an evolving product and pricing mix — designing scalable object structures that accommodate distinct go-to-market motions across product lines while preserving unified reporting and operational coherenceOwn the administration, configuration, and optimization of our broader GTM technology stack — including Outreach, Gong, LinkedIn Sales Navigator, Clay, ChurnZero, Rocketlane, Ironclad, MonetizeNow, Aligned, UserGems, and othersDeepen our ChurnZero and Salesforce integration, align platform workflows to our evolving CS motions, and drive incremental improvement in how the tool is configured and usedSurface and act on opportunities to unlock more value from underutilized tools in the stackSet integration governance standards — maintaining a clear picture of which tools connect to Salesforce, how data flows between them, and where sync conflicts or overwrite risks existEvaluate new tools for integration fit before the company commits, using your data model knowledge as a meaningful safeguardApply AI tooling where it creates genuine leverage — including data hygiene, field usage analysis, automation documentation, report building, and data enrichment workflowsBring a natural orientation toward process improvement through AI: asking 'how can this be done better with AI?' as part of how you approach your work, not as a separate initiativeSupport the broader revenue team's adoption of AI tools, including Claude-based workflows and agentic automations, by helping evaluate options, shape use cases, and model effective usageSkills5+ years of experience in Revenue Operations, Sales Operations, or GTM Systems at a B2B SaaS companyDeep, hands-on Salesforce expertise — you are a trusted administrator who owns object architecture, Flow Builder, automation logic, permission design, sandbox governance, and data management without needing a developer to executeDemonstrated experience completing complex, dependency-sensitive Salesforce work — field audits, automation migrations, data model redesigns — where methodical investigation and business judgment matter as much as technical skillConfident working across a multi-tool GTM stack and managing integrations between systems (Zapier, Hightouch, Workato, or similar iPaaS experience)A systems thinker who reasons naturally about data flows, downstream dependencies, edge cases, and long-term maintainabilityWorking knowledge of B2B SaaS sales motions and the full opportunity lifecycle — you understand how quota-carrying teams sell, how deals move through a funnel, and what that means for how the CRM needs to be configured and governedComfortable serving multiple internal stakeholders with competing needs — you know how to facilitate a decision when Sales, CS, and RevOps want different things from the same systemHigh standards for correctness and clean design; you notice when something is held together with duct tape and you fix it properlyEffective communicator who can translate technical tradeoffs into language that business stakeholders can act on and that leadership can trustBenefitsComprehensive Healthcare: 100% coverage for medical, dental, and vision for all FTEs, with roughly 75% coverage for dependents.Flexible Time Off: Flexible vacation days plus quarterly mental health days to ensure you have the space to recharge.Annual Stipends: Dedicated funds for your professional development and caretaking needs.Work Anniversary Bonuses: Annual bonuses to celebrate your milestones and contributions to the CaptivateIQ team that grow as your tenure does.Retirement Savings (US-Only): A 401(k) plan to help you invest in and secure your future.Premium Tools: The latest Apple hardware to empower you to do your best work.Inclusive Community: Active Employee Resource Groups (ERGs) that celebrate shared identities and support our DEI goals by fostering an environment where diverse talent thrives.Company OverviewCaptivateIQ develops a sales compensation platform designed to help businesses leverage the power of incentives to motivate teams. It was founded in 2017, and is headquartered in San Francisco, California, USA, with a workforce of 201-500 employees. Its website is https://www.captivateiq.com.Company H1B SponsorshipCaptivateIQ has a track record of offering H1B sponsorships, with 1 in 2025, 1 in 2024, 3 in 2023, 1 in 2022. Please note that this does not guarantee sponsorship for this specific role.