Responsibilities
- Lead the strategy, vision, and roadmap for all GTM and finance systems, including the optimization and integration of Salesforce, NetSuite, Data360, and Agentforce.
- Act as a strategic business partner to Customer Success, Support, Sales, and Finance leadership, translating revenue objectives into clear technical roadmaps - distinguishing user "wants" from structural business "needs" to design scalable, long-term solutions.
- Manage and develop the Salesforce CRM Administrator, overseeing day-to-day operations (user management, profiles, roles, permissions) while building their skills as a modern systems orchestrator through continuous technical upskilling.
- Own the full lifecycle of Salesforce Agentforce agents: design, build, test, deploy, and continuously optimize agent flows that automate workflows across GTM teams and improve the customer journey - moving from rigid linear workflows to goal-oriented autonomous systems.
- Design complex, non-linear system logic, prompt engineering models, and dynamic routing; craft and refine prompts that guide agents effectively and prevent hallucinations.
- Establish clear agent scopes, structural guardrails, and programmatic circuit breakers so autonomous agents comply with data security, compliance policies, and brand standards.
- Pressure-test agents against adversarial prompts and edge-case scenarios before they go live.
- Own the governance, synchronization, and integrity of GTM data flowing into Snowflake via Data360.
- Architect and maintain a high-fidelity Unified Customer Profile (UCP) as the single source of truth for reporting and execution - and the foundational context layer that keeps AI agents accurate and context-aware.
- Oversee and optimize API integrations and webhooks so agents and systems act on real-time data signals (e.g., website behavior, intent data), minimizing sync lag across platforms.
- Manage data migrations and bulk data requests between GTM and financial systems.
- Build and manage automated testing suites (unit, integration, UAT) to protect system integrity across releases.
- Define release milestones, track status, and manage the full deployment lifecycle.
- Ensure continuous system health through regular audits, upgrade preparation, and management of third-party integrations and data feeds.
- Drive advanced Salesforce configuration and development; maintain end-user documentation and best-practice coaching.
- Stay current with Salesforce releases and bring new functionality to the business.
Requirements
- 5+ years managing complex GTM and finance systems infrastructure (CRM, ERP, automation)
- Proven experience managing people, projects, and vendor relationships
- Hands-on experience implementing or managing autonomous AI agents in a live enterprise environment
- Deep technical expertise in Salesforce administration and configuration, NetSuite, and data platforms (Data360/Snowflake)
- Experience as a NetSuite administrator (user access, customizations, data maintenance) and with data platforms (Data360/Snowflake)
- Proficiency in prompt engineering and agentic logic design, including error-trapping in non-linear workflows
- Salesforce Admin Certification or equivalent working experience
- Strong decision-making, judgment, and leadership; able to manage laterally and upwards
- Excellent verbal, written, and presentation skills; communicates effectively at all levels of the organization
- Strong process documentation skills - requirements, design, test, and training
- Self-motivated and persistent; meets deadlines while prioritizing simultaneous requests
- Thrives in ambiguity, learns emerging tools independently, and drives initiatives forward without waiting for fully defined processes
Nice to Have
- Salesforce Agentforce strongly preferred
- Experience with Salesforce Revenue Cloud is an asset
- NetSuite certification strongly preferred
