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Partner with senior leaders across Client Operations, Sales, Marketing, and G&A to drive org design, performance management, succession planning, employee relations, and change management. Use data to identify retention and engagement risks, influence decisions, and design pragmatic people solutions that align with business goals.

Own post-sale operational reliability by diagnosing workflow friction across onboarding, success, and support; design and implement scalable Salesforce-enabled workflows; ensure data integrity and trusted metrics; support reporting cadences; drive automation, change management, and cross-functional alignment to improve efficiency and customer experience.

Own daily client funds cash reconciliations, investigate and resolve differences, record manual journal entries, document end-to-end money movement, partner cross-functionally, and help define and automate reconciliation processes including AI-assisted initiatives.

Plan, build, launch, and optimize integrated B2B demand generation campaigns (including webinars) to drive pipeline and revenue, coordinating cross-functional stakeholders and reporting performance.

The GTM Engineer (Pre-Sale) will design and maintain Salesforce workflows to support GTM teams, reduce manual processes, and ensure efficient revenue growth through automation and AI technologies.