GTM Systems Operations Specialist

Summary

Join Nava Benefits as a Go-to-Market (GTM) Systems Operations Specialist and become the primary architect of our Salesforce Sales Cloud instance. Maintain the health and efficiency of our sales, marketing, and customer technology stack, ensuring our teams have the tools they need to excel. Lead the continuous enhancement of Salesforce, improving user experience and data integrity. Implement data quality standards and build automation solutions using Salesforce Flows. Oversee the administration and integration of critical GTM tools, troubleshooting issues and implementing new technologies. Provide expert support to GTM teams and develop training materials. Partner with RevOps leadership to translate business objectives into system requirements. This role requires a hands-on technical leader who thrives on problem-solving and continuous improvement.

Requirements

• 4+ years of hands-on Salesforce Sales Cloud administration experience in a high-growth SaaS environment
• Proven expertise in designing and implementing complex Salesforce Flows (Screen Flows, Record-Triggered Flows, Scheduled Flows)
• Strong understanding of core Sales Cloud objects, their relationships, and best practices
• Demonstrated experience managing and integrating key GTM technologies (e.g., marketing automation, sales engagement, data enrichment and orchestration, client success management, etc.)
• Solid grasp of data quality principles and experience with data cleansing and governance strategies
• Exceptional problem-solving skills with a meticulous attention to detail
• Ability to translate business requirements into technical solutions and articulate technical concepts to non-technical stakeholders
• Excellent communication, collaboration, and project management skills

Responsibilities

• Serve as the primary Salesforce administrator for Sales Cloud, managing configurations, user access, profiles, permission sets, roles, custom objects, fields, and page layouts
• Lead the continuous enhancement of our Salesforce instance, identifying opportunities to improve user experience, data integrity, and overall system performance
• All aspects of user and license management, including new user setup/deactivation, roles, profiles, permissions, public groups, OWD, sharing rules
• Salesforce configuration changes, including (but not limited to): Workflow, Process Builder, Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards, and reports
• Implement and enforce data quality standards, monitoring, and cleansing initiatives within Salesforce and integrated GTM systems
• Develop and maintain data governance processes to ensure accurate, consistent, and reliable data for reporting and decision-making
• Proactively identify and resolve data discrepancies and process inefficiencies
• Design, build, and optimize complex automation solutions primarily using Salesforce Flows and other native Salesforce tools to streamline GTM workflows (e.g., lead routing, opportunity progression, data updates)
• Collaborate with sales, marketing, and customer success leadership to gather requirements, analyze existing processes, and recommend automation improvements
• Oversee the administration, integration, and optimization of critical GTM tools
• Ensure seamless data flow and process handoffs between Salesforce and integrated systems
• Troubleshoot integration issues and work with vendors as needed
• Lead the evaluation, implementation, and adoption of new GTM technologies from discovery to post-launch support
• Manage project timelines, communicate progress, and coordinate cross-functional resources for system-related initiatives
• Provide expert-level support to GTM teams on Salesforce and integrated systems, addressing user inquiries, troubleshooting issues, and identifying root causes
• Develop and deliver training materials and sessions to empower end-users to effectively leverage our tech stack
• Partner with RevOps leadership to translate business objectives into system requirements and strategic roadmaps
• Contribute to the development of robust reporting capabilities by ensuring foundational data accuracy and system configurability

Preferred Qualifications

• Salesforce Administrator Certification; Advanced Administrator, Platform App Builder, or Flow Builder certifications
• Experience building cross-platform automations

Benefits

• Medical insurance, including a $0 premium HDHP plan for individuals, Dental, Vision, Telehealth and Virtual Primary Care Visits, OneMedical membership, Wellhub, and a $50 monthly benefit to improve your mental or physical health
• Stock options, 401(k) with a $2,000 match, FSA, HSA, and access to Origin Financial
• Flexible PTO, 12 weeks of paid parental leave with 2 weeks of transition time, $50 monthly connectivity reimbursement, and company-paid short-term disability, long-term disability, and life insurance, with additional voluntary benefits like supplemental life, AD&D, hospital indemnity, accident, and critical illness coverage
• $1,000 home office setup stipend and access to an Employee Assistance Program (EAP)