Revenue Operations Coordinator managing Salesforce data, reporting, and CASL compliance for Canadian investment manager PICTON Investments. Supporting sales, marketing, and CRM operations.
About the role
- GTM Engineer building systems that turn go-to-market strategies into execution. Focused on Salesforce-centric revenue stack and AI-driven workflows for sales and marketing.
Responsibilities
- Build and own the GTM tech stack.
- Administer and optimize our Salesforce-centric ecosystem (Sales Cloud + CPQ), HubSpot, Clay, Salesloft/Outreach, and Zendesk. Keep them integrated, clean, and aligned to how revenue flows from lead to renewal.
- Engineer automated workflows.
- Design and ship lead routing, data enrichment pipelines, account scoring, signal-based triggers, and sequence logic. Replace manual, repetitive work with systems that scale across thousands of accounts without losing quality.
- Deploy AI across the funnel.
- Use AI to enrich and qualify accounts, draft and personalize outreach, summarize activity, and surface signals. Build AI copilots and agents that make SDRs, AEs, marketers, and CS more productive. Stay ahead of the tooling curve and bring new capabilities to the team.
- Own Salesforce CPQ and quote-to-cash.
- Configure and maintain product catalog, pricing rules, discounting, and approval workflows so quoting is fast and accurate. Ensure clean handoffs from quoting into downstream ERP/finance systems (e.g. NetSuite) so quote-to-cash stays accurate end to end.
- Connect post-sale workflows.
- Integrate and optimize Zendesk so support workflows, customer feedback loops, and CS data flow cleanly into the broader revenue picture, giving the team full lifecycle visibility from first touch to renewal.
- Turn data into decisions.
- Build dashboards, reports, and KPIs across pipeline health, conversion, productivity, forecast accuracy, churn, and attribution. Drive data-driven decision-making with insights leadership can act on.
- Support forecasting and planning.
- Partner with sales leadership on accurate, data-backed forecasts and scalable models. Provide operational support for QBRs, annual planning, and ABM/ICP targeting.
- Run it like a project, document it like an engineer.
- Manage multiple initiatives to deadline, maintain clear documentation of systems and processes, and drive adoption through training and enablement.
Requirements
- 6–8 years in Revenue Operations, GTM Engineering, Sales Ops, or a similar technical GTM role
- Proven hands-on Salesforce expertise (configuration, automation, reporting); CPQ experience strongly preferred
- Experience with HubSpot, Clay, a sales engagement platform (Salesloft or Outreach), and Zendesk for customer support operations
- Familiarity with ERP systems such as NetSuite, and how CRM/CPQ data flows into quote-to-cash, billing, and revenue recognition
- Strong data analysis and forecasting skills; comfortable with BI tools and advanced spreadsheet work
- Excellent communication; you can present complex systems and data to technical and non-technical stakeholders alike.
- Salesforce Administrator and Platform certifications; Clay, HubSpot, or Salesloft/Outreach certifications.
- Experience scaling GTM systems at a fast-growing enterprise software company.
- Exposure to ABM, ICP modeling, or industrial/IoT/data markets.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
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