Marketing Operations

• Lead & Opportunity capture enablement across all inbound and outbound channels.

• Engineer streamlined workflows to ingest, enrich, and route leads from websites, campaigns,

events, and partner portals.

• Manage and optimize marketing automation and tools (e.g. Lead Forensics, Sales Navigator,

Pardot, Snitcher), ensuring accurate data sync with Salesforce.

• Automate and track opportunity creation tied to partner deal sources, with attribution and

reporting aligned to GTM goals.

• Deliver reporting on marketing performance (campaign attribution, UL→MQL→SQL

conversion, ROI) to demonstrate pipeline contribution.

Salesforce & Tech Stack

• Serve as the primary Salesforce administrator: configure fields, validation rules, workflows,

and automation.

• Build and adjust custom reports and dashboards, including using light Apex coding or scripts

where needed.

• Manage user access, permissions, and overall system governance.

• Integrate Salesforce with GTM tools (HubSpot, Outreach, LinkedIn Sales Navigator, partner

portals).

• Coordinate with external specialists for more advanced development work if required.

Reporting & Analytics

• Deliver timely, accurate dashboards and reports for Sales, Marketing, and Executive leadership.

• Provide clear insights into pipeline health, conversion rates, ARR, NRR, and marketing ROI.

• Enable self-serve reporting and ensure data quality and consistency.

Pipeline & Forecasting Discipline

• Define and enforce pipeline stage definitions, lead routing, and handoff processes across BDRs,

AEs, and Customer Success.

• Partner with Sales leadership to implement a structured, reliable forecasting process.

• Track partner-sourced and marketing-sourced opportunities with clear attribution.

Strategic Initiatives

• Support the development of partner deal registration and co-selling workflows.

• Evaluate and implement new GTM tools to support scaling.

AI & Next-Gen Automation

• Identify and deploy AI-powered enhancements across Revenue Operations—e.g., Salesforce

Agentforce, predictive scoring, lead prioritization, and AI-powered alerts.

• Support Finance, Sales and Marketing teams from leveraging AI tools to enhance and automate

their workflows.

Required Skills:

Must-Have

• Proven Salesforce administration experience (Flows, reporting, automation).

• Ability to create and maintain advanced reports/dashboards, with capability for light Apex

coding or scripting to enhance reporting and workflow.

• Strong understanding of B2G/B2B (Enterprise) sales and marketing processes.

• Experience integrating multiple SaaS GTM tools (marketing automation, sales engagement,

partner platforms).

• Detail-oriented and process-driven, with excellent communication skills and ability to partner

across Sales, Marketing, Finance, and Operations

• Interpersonal and relational skills – needed as working across multiple teams and supporting

colleagues in Sales and Marketing.

Desirable Skills:

• Experience with partner ecosystem workflows (deal registration, co-selling).

• Exposure to cybersecurity or government-sector sales.

• Familiarity with financial reporting and forecasting principles.