across multiple agent platforms like AWS Bedrock, Google AgentSpace, Salesforce AgentForce, building foundational solutions, using...
. Strong command of the modern B2B martech stack: CRM (Salesforce), marketing automation (HubSpot or Marketo), SEO tools (Semrush...
Predictability: You will establish a centralized "Source of Truth" in Salesforce, moving the executive team beyond "gut-feel... that supports both Sales and Customer Success. Architect the Source of Truth: Enforce rigorous data standards within Salesforce...
/PSA platforms, data visualization tools, and collaboration platforms. Preferred experience with Salesforce and/or Kantata...
in Salesforce and related tools, ensuring activities, milestones, and next steps are consistently up to date. Develop and execute... (Salesforce preferred) with effective time, territory, and pipeline management skills. A consultative, customer-focused selling...
environments (Legacy On-prem, Salesforce, Genesys, etc.). Strategic Advisory: Partner with client C-suites to move...
and Tooling Evaluate and implement tools across the GTM stack including Salesforce, Clay, Instantly, Gong, HeyReach, and related... GTM systems using tools such as Salesforce, Clay, Instantly, Gong, Zapier, and similar platforms Experience working...
, Salesforce, GA4, Looker, and related systems Configure HubSpot end-to-end including lifecycle automation, lead routing... is required and non-negotiable Experience with Salesforce or equivalent CRM systems Strong analytical skills with experience...
/ERP and CRM SaaS systems (e.g., NetSuite, Salesforce, Stripe, HubSpot) via REST APIs and file uploads Ensuring data...
, and governance processes. Advocate for scalable, reusable AI solutions that can be leveraged across CRM/Salesforce, Call Center... of Wealth Management and Financial Advisor workflows preferred. Familiarity with CRM ecosystems (e.g., Salesforce...