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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading business systems analysis, managing GTM platforms, and translating business requirements into technical specifications. Proficient in user acceptance testing, workflow automation, and stakeholder communication to enhance operational efficiency.
Highest-signal resume keywords
Business Systems AnalysisGTM Platform AdministrationCRM Requirements GatheringUser Acceptance TestingWorkflow Automation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business AnalysisRequirements DocumentationWorkflow DesignTroubleshootingData ModelingIntegration DevelopmentAutomation BuildingChange ManagementStakeholder ManagementTechnical Specification Writing
Soft Skills
Clear CommunicationStrong Stakeholder Management
Tools & Technologies
Microsoft Dynamics 365GongClayWorkatoPower AutomateLeanDataFive9
Certifications & Qualifications
Business Analysis CertificationProject Management CertificationChange Management Certification
Industry Keywords
B2B SaaSRevenue OperationsSales OperationsMarketing OperationsHigh-Velocity Sales EnvironmentTransportationLogistics
About the role
Key responsibilities & impact- Lead discovery with business stakeholders to understand operational goals, current processes, and requirements
- Analyze, model, and document requirements, including workflow diagrams and solution specifications
- Evaluate platform capabilities and recommend solutions, including automated controls and data rules
- Assess upstream and downstream impacts before changes go live
- Challenge requests that do not connect to a clear business outcome
- Own configuration, administration, health, and documentation of assigned GTM platforms
- Provide backup coverage for other GTM Systems platforms
- Manage vendor relationships, usage, and support for owned platforms
- Establish and follow build standards
- Maintain procedures and documentation for platforms and automated processes
- Improve usability, reliability, and adoption of GTM platforms
- Design, build, and maintain workflows and automations connecting GTM platforms
- Diagnose cross-platform failures and drive resolution with appropriate owners
- Monitor workflow performance and exceptions after launch
- Partner with Enterprise Systems and Software Engineering on CRM and Five9 changes, including requirements, solution review, UAT, and integrations
- Assess incoming requests, communicate with requesters, and maintain the backlog
- Plan milestones and phases for larger changes while keeping work on schedule and within budget
- Lead user acceptance testing for assigned changes
- Document system changes and apply change management practices for rollout, readiness, and adoption
- Define health, adoption, and outcome measures for platforms and workflows
- Validate changes after release and over time
- Evaluate AI and automation technologies to improve GTM team workflows
Requirements
What you’ll need- Bachelor's or master's degree in business, information systems, or a related field, or equivalent experience
- 8+ years in Business Systems, Revenue Operations, Sales Operations, or Marketing Operations roles
- Hands-on experience administering and configuring GTM platforms
- Experience leading CRM requirements and solution design
- Strong understanding of CRM data models, workflows, and integrations
- Microsoft Dynamics 365 preferred
- Experience building or maintaining automations or integrations across platforms
- Proven ability to gather requirements, write specifications, and lead user acceptance testing
- Strong troubleshooting skills, especially for issues spanning several platforms
- Ability to translate business needs into technical requirements and technical constraints into business terms
- Clear communication and strong stakeholder management skills
- Experience with Gong, Clay, Workato, Power Automate, LeanData, or Five9 is a bonus
- Experience in a high-velocity sales environment or a B2B SaaS, transportation, or logistics business is a bonus
- Formal training or certification in business analysis, project management, or change management is a bonus
- Experience using AI tools to automate or improve GTM work is a bonus
Benefits
Comp & perks- Robust benefit package including medical, dental, and vision starting on date of hire
- Paid Time Off including vacation, sick, holidays, and floating holidays
- 401(k) plan with employer match
- Company-funded lifestyle account upon date of hire for physical and mental well-being, including ski passes, retreats, and gym memberships
- Tuition Reimbursement Program
- Voluntary benefits including Legal and Pet Discounts
- Employee Assistance Program at no cost
- Company-sponsored and funded Culture Team focused on employees’ physical, mental, and professional well-being
- Community Give-Back initiatives
- Employee development initiatives