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Senior Revenue Systems Specialist
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About this role
Role overview Own and improve the systems that support the full customer journey, from sales through renewals. You’ll work across Salesforce and post-sale platforms, partnering with revenue, customer success, and marketing teams to turn business needs into reliable tools and processes.
Responsibilities - Configure Salesforce data models, automation, permissions, validation, page layouts, and reports; guide work from intake through launch, adoption, and documentation. - Administer customer success platforms, including workflows for health scoring, account transfers, customer assignments, surveys, and email journeys. - Build and maintain integrations across sales and post-sale systems, and address recurring failures at their source. - Work with stakeholders to understand requests, identify whether a system change is appropriate, and deliver a practical solution. - Lead platform evaluations, migrations, and consolidation, including data transfer, cutover, and adoption. - Improve self-service and automation, document systems, and advise on opportunities and risks in the technology stack.
Requirements - Several years of experience in revenue operations, customer success operations, business systems, or platform administration, including work in B2B SaaS. - Deep, hands-on Salesforce administration experience across data models, declarative automation, permissions and sharing, and reporting; sound judgment about production changes and scale. - Independent configuration experience with Gainsight or a comparable customer success platform. - Experience building integrations and preventing repeat failures, and owning platform migrations or consolidations through data movement. - Ability to take problems from initial discussion through working implementation, explain technical changes clearly, and help colleagues use systems without creating a single point of dependency. - Confidence working across a broad systems stack and using AI tools in day-to-day work.
Nice to have Experience with multiple customer success platforms, Salesforce CPQ, data enrichment tools, or building with MCP and agents.
Benefits and work setup Remote-first work with shared office and coworking options. Benefits described for eligible employees include health coverage, mental health and financial wellness resources, paid parental leave, and paid time off. U.S.-based benefits also include disability coverage, a retirement plan with employer match, scheduled holidays, and paid sick leave.