- Serve as administrator and engineer for Salesforce, owning configuration, security, objects, flows, reporting, and platform health.
- Maintain and extend the Planhat customer success platform, including health scores, playbooks, and lifecycle workflows.
- Act as a technical lead for the RocketLane implementation for customer onboarding and implementation workflows.
- Design, build, and support AI agents and bots to automate routine workflows for GTM and Customer Operations teams.
- Build and maintain integrations across the tech stack using APIs, integration platforms, or middleware.
- Deliver reporting and dashboards to support decision-making for Sales, Marketing, Operations, and Customer Success leaders.
- Provide user support, training, and documentation to ensure teams maximize platform value.
SalesforceData modeling