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Director of Revenue Systems & AI

OpenLoop · United States · 6 days ago
RemoteRemoteFinanceFull-time

About the role

The Director of Revenue Systems & AI will lead the architecture, administration, and evolution of the full suite of tools powering OpenLoop's revenue organization. This includes Salesforce, HubSpot, call recording, conversation intelligence, and other GTM tools. The role requires a deep understanding of Salesforce architecture and implementation, genuine enthusiasm for AI and automation, and experience leading CRM migrations and major system transformations.

Responsibilities

  • Lead the design and buildout of Salesforce for Sales and Customer Success, ensuring the data model, objects, and workflows are built to support automation and AI from day one.

  • Maintain Salesforce as the authoritative system of record for pipeline, revenue, and customer data.

  • Identify, evaluate, and implement AI-powered tools and workflows that measurably improve revenue team productivity.

  • Design and deploy automation that eliminates repetitive manual work across the GTM org, freeing reps and CS teams to focus on high-value, human-centric work.

  • Own the full GTM tech stack: Salesforce for Sales and CS, HubSpot for Marketing, call recording and conversation intelligence tools (e.g. Gong, Chorus), and any additional GTM tooling.

  • Define how these systems integrate, where ownership sits, and what the future state architecture looks like as the business scales.

  • Own system integrations and ensure seamless, reliable data flow across the full suite of GTM tools.

  • Establish and enforce standards for system configuration, naming conventions, field management, and change control that keep the stack clean and scalable.

  • Drive CRM adoption and own the data quality initiatives that make reporting trustworthy, forecasting reliable, and AI outputs meaningful.

  • Achieve measurable productivity gains attributable to AI-powered tools and workflows.

  • Deliver on-time delivery of systems roadmap milestones across Salesforce, HubSpot, and GTM tooling.

Requirements

  • 8+ years in Revenue Operations, Sales Operations, or GTM Systems roles.

  • Deep, hands-on expertise in Salesforce architecture and implementation.

  • Genuine enthusiasm for AI and automation in GTM contexts.

  • Experience leading CRM migrations or major system transformations.

  • Strong systems thinker with a strong bias toward scalable, clean architecture.

  • Strong cross-functional collaborator with experience building trust with both technical and non-technical stakeholders.

Qualifications

  • Hands-on experience with HubSpot—ideally as a marketing automation platform.

  • Familiarity with call recording or conversation intelligence tools (e.g. Gong, Chorus).

  • Track record driving CRM adoption and data quality in fast-moving organizations.

Skills

  • CRM administration and marketing automation.

  • System integrations and data flow.

  • Data quality initiatives.

  • CRM migrations and major system transformations.

  • AI-powered tools and workflows.

  • System architecture and design.

  • CRM adoption and data quality.

Benefits

OpenLoop offers a flat organizational structure, encouraging autonomy, competence, and belonging among its employees. The company fosters a supportive and empowering environment where everyone feels valued and capable of contributing to the success of the organization.

Pay

Negotiable based on experience and qualifications.

Schedule

Full-time position with flexible working hours.

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