Work-Life Benefits
- Unlimited PTO
- Medical benefit contributions in congruence with local laws and type of employment agreement
What You'll Do:
- Full-Cycle Systems Administration
- Salesforce Architecture: Act as the primary admin for the entire revenue funnel. You will build and modify custom objects, complex validation rules, and Flow automations that support both the Sales cycle and post-sales CS workflows (e.g., Renewals, Health Scoring, and Expansions).
- Gong Management: Configure and optimize Gong for both Sales and CS. This includes building trackers to identify sales objections and trackers to identify client churn signals or expansion opportunities.
- Cross-Functional Integrations: Manage the tech stack (LeadIQ, Spiff, Atrium, Sales Navigator, etc.) to ensure information is synced correctly between Sales and CS, eliminating data silos.
- Technical Support: Serve as the first line of defense for all technical inquiries, resolving system bugs and user issues for the revenue team.
- Revenue Data & Forecasting
- Unified Reporting: Build and maintain dashboards that visualize the health of the business, including Sales pipeline, Client Success health scores, Net Retention Rate (NRR), and Churn analysis.
- Forecasting Engine: Own the technical framework for forecasting. You will ensure leadership has accurate data for both new business revenue and renewal/expansion revenue.
- Data Integrity & Governance: Proactively audit Salesforce data. You will enforce the processes that ensure Sales reps and CS Managers are entering data accurately and on time.
- Enablement & Documentation
- User Training: Lead training sessions tailored to the specific needs of Sales (prospecting/closing) and CS (onboarding/renewals/upselling).
- Playbook Development: Maintain technical documentation and SOPs for all revenue-related processes to ensure a consistent "Source of Truth" for the company.
Job Requirements/Qualifications:
- Technical Mastery
- Salesforce Expert: 3–5 years of Salesforce Administration experience with a focus on Flows and complex architecture. Certification (ADM-201) is required.
- Gong Power-User: Proven experience configuring Gong for multi-departmental use (Sales vs. CS workspaces).
- Data Analysis: Advanced Google Sheets/Excel skills. You should be comfortable with complex formulas and data modeling related to revenue forecasting.
- Experience & Mindset
- Lifecycle Knowledge: Strong understanding of the SaaS customer journey—from the first touchpoint to renewal and expansion.
- Process-Oriented: You enjoy building "guardrails" in systems that prevent human error while maintaining a smooth user experience.
- High-Touch Communication: The ability to explain technical backend changes to non-technical stakeholders in Sales, CS, and Finance.
- Adaptability: Comfortable making major system changes in a fast-paced environment where priorities can shift quickly.
Why This Role is Different
- You aren't just supporting a team; you are building the infrastructure for the company’s entire revenue engine. You will have the authority to reshape how we use Salesforce and Gong to drive growth and protect our customer base.
What the Team is Saying
What We Do
TrueML makes financial technology that prioritizes customer experience and revolutionizes the experience of consumers seeking financial health. We’re a team of inspired data scientists, financial services industry experts, and customer experience fanatics creating experiences that serve people in a way that recognizes their unique needs and preferences as human beings and endeavoring to ensure nobody gets locked out of the financial system. After more than 10 years in business, TrueML is excited to be expanding its footprint internationally. We are a growing, geographically diverse team with employees in 30 U.S. states and 7 different countries, with our key talent hub in LATAM. If you’re looking for an opportunity to do impactful work, join TrueML and make a difference alongside hundreds of other inspired individuals.
Why Work With Us
Our functional teams are a diverse mix of employees from different backgrounds and geographies, with each individual bringing unique perspectives and experiences that encourage increased innovation in our products and services. Join TrueML and make a difference alongside hundreds of other inspired individuals doing impactful work.
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TrueML Offices
Remote Workspace
Employees work remotely.
TrueML is excited to be a remote-first company with team members across the US, Canada, and several countries in LATAM (Mexico, Argentina, Dominican Republic, and Costa Rica). Our teams frequently digitally collaborate & socialize across borders.
