Salesforce & GTM Applications Technical Lead

Description:

The SFDC & GTM Applications Technical Lead serves as the company’s subject matter expert for designing, building, integrating, and continuously improving scalable solutions across GTM and revenue systems. This role focuses on complex Salesforce work, system integrations, automation, data flows, and technical troubleshooting. While the role will act as the company’s CPQ subject matter expert and single process owner for the remainder of the CPQ lifecycle, it also requires strong technical judgment across current and future systems.

The ideal candidate brings a strong mix of systems thinking, GTM platform expertise, and business judgment. Rather than building before fully understanding the problem, they evaluate requests through both business and technical lenses, assess downstream impacts, make thoughtful tradeoffs, and deliver practical solutions that improve scalability, data integrity, user experience, and operational efficiency.

This role operates with a high degree of autonomy, owns complex cross-functional initiatives, and helps shape the long-term direction of Salesforce and GTM systems while partnering closely with Sales, Finance, Revenue Operations, Customer Success, Marketing, and technical stakeholders.

• Own the Salesforce CPQ domain end to end, including product setup, bundles, pricing rules, discounting logic, quote templates, approval workflows, renewals, amendments, and quote-to-cash issue resolution.
• Serve as the primary subject matter expert and decision-maker for CPQ process design, platform standards, and future-state roadmap.

Apply strong technical judgment across Salesforce and connected GTM systems to determine when to use Apex, Flow, managed package capabilities, APIs, middleware, or custom development to solve business problems.

• Identify process friction, technical debt, and operational risk across the revenue lifecycle and drive improvements that increase efficiency and reduce manual work.

Design scalable business system solutions using the right mix of declarative configuration, platform automation, integrations, and custom development.

• Lead or support complex Salesforce configuration and enhancements, including custom objects, fields, flows, validation rules, approvals, record types, permissions, page layouts, and user experience improvements.
• Evaluate when to use low-code versus coded solutions, considering reliability, supportability, performance, security, and ease of administration.

Translate business needs into sustainable system solutions, bridging technical and business stakeholders to ensure solutions are scalable, maintainable, and practical for end users.

• Support integrations and data flows between Salesforce and all relevant GTM and operational application systems.
• Understand and troubleshoot how data moves across systems, including mapping logic, source-of-truth decisions, sync behavior, and downstream impacts.
• Partner with technical teams, vendors, and business stakeholders to resolve integration issues, improve data reliability, and reduce failure points across connected systems.

• Lead system-related initiatives from intake through discovery, design, build, testing, documentation, deployment, and post-launch support.
• Support testing strategy, sandbox validation, release readiness, production monitoring, and issue resolution for system changes.
• Support or coordinate technical work involving Flow, Apex, SOQL, Lightning components, APIs, middleware, and third-party tools where needed.
• Establish and maintain documentation for system design, configuration standards, process flows, test plans, release notes, and support procedures.

• Partner closely with Sales, Finance, Revenue Operations, Customer Success, Marketing, Legal, and leadership to gather requirements and align solutions to business outcomes.
• Lead through influence across teams, clarifying requirements, challenging assumptions, surfacing tradeoffs,…