Default MT Template
Modern Treasury · San Francisco, CA · 2 mo ago
On-siteHealthcare$140k–$180k/yrFull-time
Responsibilities
- Build and maintain fields, flows, validation rules, and layouts across Salesforce
- Draft and own routing and workflow configuration across the stack, with sign-off from the GTM Ops & Analytics Lead on anything nontrivial
- Lead execution on major system redesigns: account hierarchy, opportunity and product data model, lead routing, customer lifecycle
- Identify repetitive, rules-based GTM workflows with Engineering and build agents to automate them
- Use AI tools daily in your own build process — and stand behind everything you ship
- Resolve requests from Sales, Marketing, Customer Success, and Finance — field changes, workflow fixes, routing and scheduling issues, data cleanup
Qualifications
- Highly AI-capable: you use AI tools daily to build and move faster, and you can stand behind every output
- 4–7+ years building and maintaining Salesforce and a broader GTM stack (LeanData, Chili Piper, HubSpot, Hex, or equivalents)
- Strong communicator who flags status and risk before being asked
- Collaborative — brings solutions and pressure-tests designs without needing to own the overall strategy
- Good judgment about when a build needs to go to a specialist
- Comfortable in Hex (or similar BI tool) is a plus — this role doesn't own reporting, but occasional dashboard support is welcome