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 Architect, you will be the main point-of-contact on client engagements as you collaborate with cross-functional teams (both internally and externally) to deliver best-in-class GTM planning, processes, technology, & reporting. The ideal candidate will possess a unique blend of soft skills, technical skills, and leadership abilities to drive GTM Operations success both within our organization and with our clients.
If you’re interested in operating your own business one day, or being a GTM executive at any fast-growing company, you will learn all the skills and tools necessary to perform at the highest level. We also have a path-to-partnership for everyone at the company, where you can be included in profit sharing and our equity pool through LeanScale Ventures.
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:
- Strong verbal & written communicator
- Tenacious problem solver (bias towards action)
- Meticulous in preparation
- Excellent relationship builder
- Curious, quick learner (and stays ahead on new technologies)
- Adaptable to constant change
- Founder-mindset
- 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.
- Problem-Solving: Strong analytical and problem-solving skills to identify and resolve system issues and improve processes.
- Collaboration: Ability to work collaboratively with cross-functional teams to understand business requirements and translate them into Salesforce solutions.
- Communication: Excellent communication skills to provide training, support, and interact with stakeholders at all levels.
- Adaptability: Capacity to adapt to changing requirements and implement new CRM features and updates.
- 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
- Experience leading multiple RevOps strategic projects (growth plan/model, territory planning, commissions planning, ICP/TAM analysis, lead scoring, etc.)
- Google Sheets / Excel power user