What You'll Do
- Collaborate closely with GTM (Sales, Marketing, RevOps) stakeholders to identify strategic objectives, pinpoint operational bottlenecks, and design automated solutions that improve efficiency, data quality, and pipeline visibility.
- Lead cross-functional projects that enhance workflow scalability, build data-driven targeting models, and support overall GTM execution from segmentation to campaign orchestration.
- Build, configure, and maintain automation workflows in Clay, connecting to systems such as Salesforce, HubSpot, Gainsight, Gong and other GTM tools.
- Manage existing Clay data models and integrations - ensure data accuracy, enrichment, and flow across the GTM tech stack.
- Test, monitor, and optimize Clay automations to ensure they remain performant and aligned with evolving GTM processes.
- Create clear documentation, playbooks, and enablement materials for Clay workflows and related GTM tooling.
What You'll Bring
- 4–6 years of experience in a technical GTM, operations, or automation role (e.g., Sales Ops, Marketing Ops, RevOps, GTM Engineering).
- Hands-on experience with Clay - building, automating, and maintaining workflows that integrate with CRMs, enrichment APIs, or GTM systems.
- Strong technical and analytical mindset with a passion for automating repetitive tasks and improving business processes.
- Experience connecting tools via APIs, webhooks, or no-code automation platforms (e.g., Zapier, Make, Workato).
- Familiarity with GTM data structures (accounts, contacts, leads, opportunities) and how they flow between systems.
- High comfort level working with data-filtering, transforming, and enriching datasets to improve GTM targeting and segmentation.
- Excellent communication and documentation skills, especially when explaining technical workflows to non-technical stakeholders.
- Self-starter mentality with the ability to take projects from concept to deployment with minimal oversight.
- Demonstrated experience leading projects/mentoring team members in a fast-paced, high-growth environment.
Nice To Haves/Other
- Experience in a high-growth SaaS or B2B tech environment.
- Exposure to SQL, Python, or JavaScript for data manipulation or light automation scripting.
- Working knowledge of Salesforce, HubSpot, or other CRM/marketing tools connected to GTM workflows.
- Curiosity about data pipelines, workflow orchestration, and the evolving landscape of GTM technology.
Top Skills
What We Do
By automating and streamlining common accounting workflows to make them more efficient, FloQast is where accounting teams want to work so they can focus on what matters most, even when that’s just logging off on time. Whether automating reconciliations, documentation requests, or streamlining recurring accounting processes, such as the month-end close, financial reporting, or payroll, FloQast's platform enhances the way accounting teams already work to help them operate more efficiently.
Why Work With Us
Our cloud-based, AI-enhanced software is trusted by more than 3,000 accounting teams, including those at Twilio, Gong, Instacart, and The Golden State Warriors - and still growing! We aspire to forever elevate accounting and improve both the practice and perceptions of the profession.
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FloQast Teams
FloQast Offices
Remote Workspace
Employees work remotely.
FloQast's Employee Choice policy allows employees to choose to be hybrid or remote!

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