Operations Lead, GTM Systems - CaptivateIQ

CaptivateIQ is transforming the way companies plan, manage, and optimize sales performance. We started by revolutionizing incentive compensation management, and now we're expanding our platform to solve broader sales planning challenges. Recognized by industry analysts like Forrester and G2 and backed by top-tier investors, including Sequoia, ICONIQ, Accel, and Sapphire Ventures, we empower high-growth companies like Netflix, Figma, and Stripe with the flexibility and insights needed to drive revenue performance.

Join a talented, fast-growing team committed to solving some of the most complex and impactful problems in sales performance management.

About the Role

As our Operations Lead, GTM Systems, you'll be the company's primary Salesforce administrator and GTM systems owner — and the first point of contact for Sales and Customer Experience when systems questions, requests, and issues arise. You'll balance that day-to-day stakeholder support with sustained, proactive work to address technical debt, redesign our data model for multiproduct scale, and build a more reliable, governable operational foundation. A core measure of success in this role is that our commercial teams can move faster because they have a dedicated, responsive systems partner — and leadership has more capacity for strategic work because the operational layer is in capable hands.

You'll report directly to the Senior Director of Revenue Operations and work in close partnership with cross-functional operators and front-line stakeholders. You'll set architecture standards and working agreements that other systems contributors operate within, and you'll be the informed voice in the room when competing team needs require a considered technical decision.

The right person brings deep Salesforce expertise, confident experience across a broad GTM stack, a methodical approach to complex system work, and a genuine orientation toward using AI and automation to extend what's possible.

Responsibilities

What You'll Own

Salesforce Administration & Architecture

Serve as the company's designated Salesforce owner — owning object and field architecture, Flow automation, permission design, data quality, sandbox governance, and release management

Conduct methodical system audits to identify and resolve accumulated technical debt — investigating field usage, dependencies across automations, code, layouts, and integrations to make informed decisions that improve performance, usability, and long-term maintainability

Own the planning and execution of legacy automation migration — rationalizing existing automation inventory, consolidating redundant logic, and migrating deprecated frameworks to current Salesforce standards to reduce performance risk and improve debuggability

Design and maintain role-appropriate user experiences within Salesforce — including page