Salesforce Jobs in Pacifica, CA
18 positions found
Customer Service Executive Assistant
Millbrae, CA 94030
We are seeking a detail-oriented, empathetic, and tech-savvy Customer Service Executive Assistantto support our customers. In this role, you'll be the first point of contact for resolving customer inquiries, processing orders, troubleshooting customer service questions, and ensuring an exceptional shopping experience. You will work through email, chat, phone, and eCommerce platforms to deliver fast, helpful, and personalized service.
RESPONSIBILITIES:
- Respond promptly and professionally to customer inquiries via email, live chat, phone, and social media
- Assist customers with order placement, product questions, tracking, returns, and exchanges
- Resolve customer complaints and issues effectively and escalate when necessary
- Monitor and update order status, shipping details, and inventory in the eCommerce system
- Document interactions and maintain accurate records in CRM systems
- Collaborate with warehouse, logistics, and internal teams to resolve fulfillment or inventory issues
- Proactively identify patterns in customer feedback and recommend improvements
- Maintain a thorough knowledge of products, promotions, policies, and procedures
- Support online reviews, feedback management, and loyalty inquiries
- Meet performance metrics such as response time, resolution time, and customer satisfaction
QUALIFICATIONS:
- At least 5+ years of customer service experience (eCommerce, hospitality, or retail a plus)
- Excellent written and verbal communication skills with a focus on customer service
- Meticulous attention to detail and superior organizational skills
- Proficiency in current sales software (ACT, Salesforce, SAP), MS Office (Word and Excel), and Ai platforms (OpenAI)
- Familiarity with eCommerce platforms (e.g., Shopify) and Helpdesk software (e.g Gorgias), a plus
- Knowledge of QuickBooks desktop, a plus
- Typing speed of at least 50 words per minute
- Responsible and organized
- Must be fully vaccinated for Covid-19
COMPENSATION AND BENEFITS INCLUDE:
- Salary: base + commission, plus healthcare (PPO), dental, 401k, free Friday lunch
We are an equal opportunity employer, and we are an organization that values diversity. We welcome applications from all qualified candidates, including minorities and persons with disabilities.
req26-00122
San Francisco, CA
You love to tackle problems and build solutions. When intrigued by an idea, you focus your energy and dedicate your mind to learn everything you can about it, quickly! Then, you figure out how to apply what you've learned to the issue at hand and propel it forward. Facing big challenges head on inspires you. You chart the process and you own the outcome. You love helping people. You enjoy sharing knowledge and get energized by smart people navigating complicated problems together. Reaching milestones motivates you. You're an early riser. And, you're ready for your next adventure.
We are on a simple, yet daring mission: revolutionize the modern procurement software industry, and, dare we say make it delightful. Delightful procurement.
Founded in 2022, Levelpath is a mobile-first platform that's powered by AI. We believe in software that's thoughtfully engineered to solve problems and drive progress. The opportunity is huge, as the procurement market today is $11.5 billion and it's growing quickly. Our founding team has a track record of building successful companies, and we're backed by visionary Silicon Valley venture capital firms. We're focused on delivering delightful user experiences to all stakeholders. Our vision is to future-proof our customers' procurement function, and make enterprises of any size faster, safer, and more transparent.
Pathfinders Wanted - Join Us!We're looking for a Customer Support Specialist to join our team. Reporting into Product, you will not only get a front row seat to what it takes to scale a successful product from the early days, but you will play a critical role in developing strong relationships with our customers and users, and advocating on their behalf to continuously improve our platform.
We are building a world class support team obsessed with helping our customers, and focused on getting them back on the right path when challenges arise. This is a rewarding opportunity to drive meaningful impact and build from the ground up alongside a leadership team passionate about making a difference in the procurement world.
This position is located in downtown San Francisco, in-office, conveniently adjacent to public transit. While a startup, we offer most standard benefits you'd expect from a mature organization - even transportation and 401k! You'll be a part of a spirited international team, in an agile environment with short decision paths and quick delivery. You may leverage any devices and tools that allow you to do your best work.
What You Will Do- Drive impact by focusing on customer experience. Examples of day-to-day activities include answering support tickets, providing users guidance when they are stuck, generating product documentation, reporting bugs to product & engineering, and numerous other related jobs.
- Be the first touch point for users encountering difficulties with the product and a reliable resource to resolve their questions and issues
- Learn the intricacies of a cutting edge enterprise product and be a Levelpath product expert for our customer base to drive product adoption and satisfaction
- Interact directly with Product and Engineering teams to identify areas where we can better serve our customer base
- Build best practice guides and playbooks to ensure our customers and their users are set up for success
- Act as a trusted advisor & support customer health by understanding their users' friction points when using Levelpath
- You will have a seat at the table and partner with our executive team - helping to build, optimize, and scale our processes, assets, & systems (Zendesk & Salesforce)
- Empathy, patience, and a sense of urgency when supporting customers
- 4-6 years of experience in a customer-facing/customer-management role
- B2B SaaS experience in a fast-paced environment
- BA or BS
- Demonstrated experience problem-solving with attention to detail
- Stellar organizational skills and experience improving processes
- Strong written and verbal communication skills
- Adaptability and ability to flourish in a fast-paced environment
- Comfort in managing multiple workstreams
- Ability to communicate with stakeholders across product and engineering
- Effective collaboration and self-starter mindset
- Availability for some travel - when the time comes to visit your customers!
- 100% Medical, dental, and vision insurance
- Flexible PTO, Parental Leave, Sick Leave
- Competitive compensation and equity package
- 401k
- Commuter benefits
- In-office snacks and Friday team lunches
- Team-driven happy hours and celebrations
The estimated annual cash salary for this role is $62,000- $120,000. Levelpath is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment. We work hard to evaluate all employees and job applicants consistently, without regard to race, color, religion, gender, national origin, age, disability, pregnancy, gender expression or identity, sexual orientation, citizenship, or any other legally protected class. We're working to build a more inclusive economy where our customers have equal access to opportunity, and we strive to live by these same values in our workplace.
Sales Development Representative (SDR)
Location: San Francisco, CA (Hybrid)
Compensation: $50,000 - $52,500 base + uncapped commission
Job Type: Full-time
About Us
Demandforce, founded in 2003 and based in San Francisco, is an award-winning software company helping small businesses grow through smarter communication. Our platform includes marketing automation, appointment reminders, reputation management, and 24/7 online booking.
We’re a fast-paced, collaborative team committed to helping businesses thrive—and we’re growing fast!
What You’ll Do
- Make 75+ outbound calls per day to qualified leads
- Prospect and engage decision-makers to uncover business needs
- Set high-quality appointments for Account Executives
- Handle objections and rejections with confidence
- Work closely with our sales team to drive revenue growth
What You’ll Get
- $50,000 - $52,500 base salary + uncapped commission
- Paid training + 2-month commission guarantee
- Career advancement path to Account Executive
- Sales tools and tech stack training (Salesforce, ZoomInfo, etc.)
- Fun, supportive team culture
- Communication and sales skills that last a lifetime
Who You Are
- Motivated and goal-oriented
- Comfortable in a high-volume outbound sales role
- Confident communicator with great phone presence
- Able to work independently and in a team
- Excited about growth and earning potential
Benefits
- Medical, dental, vision insurance
- 401(k) with company match
- Paid time off + holidays
- FSA for medical and dependent care
- Life & disability insurance
- Commuter benefits, EAP, and more
In addition to our awesome culture, we offer a comprehensive benefits package designed to support the health and well-being of you and your family. Our benefits include health insurance options such as medical, dental, and vision coverage, flexible spending accounts (FSA) for medical and dependent care, short-term and long-term disability insurance, and life and AD&D insurance. We also provide a 401(k) retirement savings plan with a company match, paid time off (PTO), paid holidays, commuter benefits as well as access to our Employee Assistance Program (EAP) and well-being coaching services. In addition, employees can take advantage of voluntary benefits such as home, auto and pet insurance, and discounted legal and financial services. For more details, feel free to inquire during the interview process.
Internet Brands and its wholly owned affiliates are an equal opportunity employer. Notice to California residents: you can find information about our privacy practices, on:
Hospital & Surgical Sales - Capital Lasers
My client is a global leader in medical device that develops innovative technologies and surgical solutions within Aesthetics (scar repair) and Optical markets. They are seeking to hire a Territory Sales Manager responsible for identifying new business accounts and promoting products/solutions growth. Become a trusted advisor, establish key relationships and sell a full suite of products/solutions. The ideal candidate should have a background of strong, successful and documented performances.
Territory includes Northern CA and Pacific Northwest
Responsibilities:
- Meet/exceed sales quotas within assigned accounts
- Identify business opportunities within competitor accounts
- Develop and implement sales strategies; support business strategies and promote growth
- Establish and build client relationships ensuring retention and renewal
- Consultative sales; become a trusted advisor, understanding clients’ needs/goals and tailoring products/solutions
- Manage sales cycle; conduct needs assessments and negotiate contracts
- Deliver integrated solutions in collaboration with other teams/depts
- Keep well-informed of available products/solutions, competitors, market trends and articulate the value proposition
- Attend training meetings, conferences and tradeshows
Requirements:
- Bachelor’s Degree
- Min. 4+ years of B2B Sales experience within Aesthetic Lasers, Capital Equipment and/or Medical Device Sales industry
- Hospital-based selling experience required
- Experience/knowledge of hospital systems, the approval process and GPOs
- Documented Sales Success of meeting/exceeding sales goals (multiple President's Awards YOY)
- Experience managing over 1M+ in quotas
- Ability to navigate, develop and manage relationships amongst key decision makers, C-Suite
- Strong Communication and Presentation skills
- Excellent Analytical, Negotiation and Organizational skills
- Proficient in Microsoft Office suite and CRM (Salesforce preferred)
- Ability to travel up to 50%
Offering:
- Base Salary $85,000 + Ramp $9,000 + $3000 Home office = $97,000
- Year 1 @ plan up to $250,000
- Ramp Compensation
- Uncapped Commissions
- Car package $10,000 + all mileage, tolls
- Mobile/Home office expenses
- Full Benefit Package Day 1, 401K
Direct Sales Recruiting, LLC, (DSR) and DirectHR are National Recruitment organizations partnering with National, Regional and Local Clients to bring qualified candidates a career and a future. DSR offers over 50 years combined Recruitment, Sales and Management experience. We are, along with our clients, an Equal Opportunity Employer and are committed to hiring and supporting a diverse workforce. A M/F/D/V
Location: Pleasanton, CA (Hybrid: 3 days onsite, 2 days remote)
Employment Type: Base + commission role with a base starting at $50K.
About Martindale Avvo Leads: Martindale Avvo Leads, part of the Martindale Avvo Family and the largest legal marketing network, is a market-leading pay-per-lead platform connecting attorneys with vetted, engaged legal prospects nationwide. We harness the reach of brands such as , , , , and —delivering results for law firms across more than 20 legal practice areas. As part of Internet Brands, our network helps over 895,000 leads per month connect with attorneys and professional legal assistance.
We Offer:
- Base + *Uncapped Commission* - hard work gets rewarded here!
- Competitive benefits: medical, vision, dental, life, 401K Match, PTO + 8 paid holidays
- Pay increase for performance every 6 months
- Room for vertical growth! (most of the current managers were once in this role)
- Hands-on, continuous training
- Fun, flexible working environment
Position Summary: We are searching for a proactive, resourceful Inside Sales Representative to join our high-performing team! You will manage the full sales cycle—from prospecting to closing new business and onboarding clients. As a consultative seller, you’ll educate attorneys on our pay-per-lead value proposition and grow your own book of business.
Core Responsibilities:
- Consult potential clients and qualify them for The Direct Leads Service product and/or The Nolo leads product.
- Source and qualify prospective law firms nationwide using research and outreach.
- Find and engage key decision-makers through calls, emails, and video meetings.
- Present the value, features, and ROI of Martindale Avvo Leads in a consultative fashion.
- Guide clients through proposals and contracts, customizing solutions as needed.
- Consistently meet and exceed sales goals and activity targets.
- Maintain accurate client and pipeline data in Salesforce CRM.
- Coordinate with the account management team for a seamless client experience.
Ideal Candidate
- 1+ years of full-cycle inside sales experience (prospecting to closing).
- Experience selling to law firms/legal tech or professional services is a plus.
- Tech savvy: familiar with Salesforce (or similar CRM), G-Suite, and Outreach.
- Exceptional verbal and written communication skills; strong relationship- and trust-builder.
- Self-motivated “hunter” mentality with a drive to achieve and exceed goals.
- Entrepreneurial spirit with an ability to thrive both independently and collaboratively.
- Quick learner with strategic thinking and curiosity about digital marketing and lead generation.
Compensation & Benefits
- Competitive base salary plus uncapped commission.
- 401(k) with company match.
- Medical, dental, vision, life & AD&D insurance.
- Short- & long-term disability insurance.
- Flexible Spending Accounts (FSA) for medical and dependent care.
- Paid time off (PTO) plus 9 paid company holidays.
- Commuter benefits.
- Employee Assistance Program (EAP) and well-being coaching.
- Voluntary benefits: home, auto, and pet insurance; discounted legal/financial services.
- Hands-on sales training and career growth opportunities.
- Inclusive, fun, and supportive hybrid work environment in either Pleasanton, CA or Austin, TX.
About Internet Brands
Internet Brands®, headquartered in El Segundo, Calif, is a fully integrated online media and software services company focused on four high-value vertical categories: Health, Automotive, Legal, and Home/Travel. The company's properties and platforms include the WebMD, Medscape, and Henry Schein ONE networks, which are the global leaders in their markets; Nolo, Avvo, and Martindale, which form the largest consumer information provider in the legal market; and CarsDirect, Fodor's Travel, and many others which are leaders in their key vertical markets. Internet Brands' award-winning consumer websites lead their categories and serve more than 250 million monthly visitors, while a full range of web presence offerings has established deep, long-term relationships with SMB and enterprise clients. The company's powerful, proprietary operating platform provides the flexibility and scalability to fuel the company's continued growth. Internet Brands is a portfolio company of KKR and Warburg Pincus.
Internet Brands and its wholly-owned affiliates are an equal opportunity employer.
For more information, please visit Internet Brands and its wholly owned affiliates are an equal opportunity employer.
Notice to California residents: you can find information about our privacy practices, on:
Job Title – Tech Lead, SFDC
Location – SFO- Bay Area, CA - Hybrid
Duration – Long Term Contract (C2C, W2)
We are looking for a Salesforce Technical Lead with strong Healthcare Cloud experience who is highly hands-on and comfortable with Apex coding, complex SOQL queries, and custom development.
Key Responsibilities:
- Lead end-to-end Salesforce implementations with a focus on Salesforce Health Cloud
- Design and develop custom Apex classes, triggers, batch/queueable jobs, and complex SOQL/SOSL queries
- Build and optimize Lightning Web Components (LWC) and Aura components
- Perform hands-on development while mentoring junior developers and reviewing code
- Design and implement integrations using REST/SOAP APIs, Platform Events, and middleware
- Ensure data security, compliance, and HIPAA standards in healthcare solutions
- Own technical architecture, troubleshooting, and performance optimization
- Collaborate closely with business stakeholders, product owners, and cross-functional teams
Required Skills & Experience:
- 13+ years of Salesforce experience with 5+ years as a Technical Lead
- Strong expertise in Salesforce Health Cloud
- Expert-level Apex development, including triggers, async Apex, and governor limit optimization
- Advanced experience writing SOQL queries and handling large data volumes
- Hands-on experience with LWC, Visualforce (as needed), and Salesforce flows
- Experience integrating healthcare systems (FHIR, HL7, EHR/EMR preferred)
- Solid understanding of Salesforce security model, data sharing, and compliance (HIPAA)
- Experience with CI/CD, DevOps tools, and source control (Git)
About the Role
We’re looking for a dynamic Account Manager to manage and grow a portfolio of Mid-Market customers in North America. In this role, you’ll be responsible for driving revenue growth through renewals, upsells, and cross-sells by becoming a strategic partner to your customers. You will collaborate closely with Customer Success, Product, Marketing, and Pre-Sales teams to ensure customers realize the full value of CleverTap.
This is a hybrid position, with the expectation of being in the San Francisco office at least 2 times per week.
What will you do:
-Own the Relationship: Build trusted, long-term relationships with your portfolio of customers, ensuring high levels of satisfaction, engagement, and retention.
-Drive Growth: Identify opportunities for account expansion through additional modules, channels (Push, Email, WhatsApp), and higher MAU tiers.
-Be a Strategic Advisor: Deeply understand your customer’s business goals, KPIs, and marketing strategy. Map CleverTap’s solutions to their needs.
-Renew and Expand: Lead commercial negotiations for renewals and upsell opportunities, working to increase account value and reduce churn risk.
-Collaborate Across Teams: Partner with Customer Success, Onboarding, Pre-Sales, Product, and Marketing to ensure smooth adoption, advocacy, and expansion.
-Forecast and Report: Maintain accurate forecasts and pipeline in Salesforce, using MEDDPICC methodology to manage deals.
-Be a Product Champion: Stay updated on product releases and market trends to better advise customers and counter competitors.
What are we looking for?
-Minimum 2yrs, preferred 5+ years of experience in Account Management, Customer Growth, or Post-Sales SaaS roles.
-Direct ownership of renewals and expansion quota (not just relationship management).
-Experience managing mid-market and/or enterprise customers.
-Strong commercial skills: renewal negotiations, value-based expansion conversations.
-Comfortable working with marketing, product, data, and technical stakeholders.
-Experience in B2B SaaS; MarTech/CDP/CRM experience strongly preferred.
Preferred Qualifications
-Experience in Martech, Mobile, or Communication SaaS platforms.
-Familiarity with customer engagement channels such as Push Notifications, Email, SMS, and WhatsApp.
-Understanding of marketing metrics like retention, CLTV, and conversion rates.
Why join us?
-Contribute to a product backed by 11 technology patents, showcasing industry-leading innovation.
-You are passionate about technology and its impact on the high-growth mobile technology space
-Power personalized engagement at scale, processing over 30 billion events daily and reaching 3+ billion devices worldwide.
-Flourish in an Environment that Nurtures Growth and Curiosity
Learn More
Get to know us better before you apply!
Check out our product documentation, blog, and customer stories to see how we work and what we value.
- CleverAI
- Blogs
- Redefining Customer Engagement in the AI Era
- TesseractDB™
- CleverTap Product Demo
About CleverTap
CleverTap is the world’s leading AI-first customer engagement and retention platform, helping brands turn data into lasting customer relationships. Powered by its proprietary CleverAI™ Decisioning Engine and Agentic AI-verse, CleverTap enables organizations to maximize customer lifetime value at scale. Its unified platform brings together AI-powered segmentation, personalization, experimentation, journey orchestration, and deep analytics, integrated with 100+ leading martech solutions.
Recognized as a Leader in the 2026 Gartner® Magic Quadrant™ for Personalization Engines, CleverTap is also ranked among G2’s Top 10 Best Software Companies in India. More than 1,300 leading brands, including Vodafone, Tesco, Burger King, Levi’s, IKEA, Decathlon, Domino’s, 7-Eleven, Jio, Grab, Carousell, and Emirates NBD, rely on CleverTap to drive measurable growth through meaningful customer engagement.
Backed by Accel, Peak XV Partners, Tiger Global, CDPQ, and 360 One, CleverTap has 600+ employees in offices across the US, Europe, the Middle East, and Asia.
For more information, visit or follow us on Linkedin and X.
Join us in shaping the future of engagement.CleverTap is dedicated to establishing an inclusive culture that welcomes individuals from diverse backgrounds, encouraging them to contribute their unique perspectives to our workplace.
This role offers $150,000–$210,000 in total on-target earnings, combining a base salary of $90,000–$126,000 with a commission target of $60,000–$84,000 for meeting quota. Final compensation will reflect your experience and role level.
Made with
About
Flam is building AI Infrastructure for Brands in Immersive Advertising-powering high-fidelity, app-less GenAI experiences across Digital, Broadcast TV, Retail, Communications, Print, OOH, and more.
Vision: The Immersive & Interactive Layer for Every Screen & Surface.
We're redefining how people experience content-making moments interactive, shoppable, and measurable in real time. Backed by $22M in funding from RTP Capital, Dovetail, and others, Flam is trusted by global brands like Google, Samsung, and Emirates. We're scaling fast-expanding GTM efforts across North America, EMEA, and Asia-and we've just opened our new HQ in the heart of San Francisco to build our next chapter.
Chief of Staff to CEO
Job Overview
Flam is hiring a Chief of Staff to act as the operational quarterback for the CEO and broader leadership team. You'll work directly with the CEO to drive day-to-day execution across the business. You'll help make sure plans turn into action, meetings lead to outcomes, and the right people stay aligned and moving in sync. This is not a clean, paved runway-it's a fast, unpredictable, early-stage ride. As one of the first on the ground, you'll need to thrive in ambiguity, move quickly with incomplete information, and help others stay steady when things shift.
Key Responsibilities
● Work side-by-side with the CEO to support focus, prioritization, and follow-through on strategic initiatives
● Partner closely with the Head of Sales, GTM Lead, and Head of Partnerships to support coordination across all commercial functions
● Act as the central ops quarterback-connecting workflows and decisions across Product, Marketing, Finance, and Customer Success
● Run weekly exec cadences, project trackers, and help prep internal and external communications
● Own logistics for planning, leadership meetings, briefing docs, investor/board prep, and special GTM projects
● Track OKRs and priorities across departments-ensuring accountability and momentum
● Manage internal comms to keep teams informed, aligned, and clear on direction
● Help shape the rhythm and culture of our new San Francisco HQ-plan team rituals, coordinate events, and help build an environment people want to be part of
● Be the go-to "fixer" for operational blockers-solving problems before they become distractions
Requirements
● 5–10 years of experience in business operations, GTM support, or Chief of Staff roles in tech or startup environments.
● Calm, focused, and reliable-you're who others look to when the pace gets intense
● Strong project management and communication skills-you make chaos feel structured
● Experienced working across Sales, Partnerships, Marketing, Product, and Exec leadership
● High emotional intelligence and discretion-you know what to say, when, and how
● Familiar with GTM tools, dashboards, CRM systems (HubSpot/Salesforce), and ops workflows
● Comfortable being "first on the ground"-you don't wait for perfect, you move with purpose
- Technical Program Manager (Contract)
- Location: Remote
- Duration: 3/16/2026 to 6/30/2026
- Team: Business Operations
- We're looking for a Program Manager within the Enterprise Program Management Office (ePMO) who can drive complex, cross functional programs spanning enterprise systems, business processes, and operational execution. This role blends strong program management fundamentals with technical and business systems fluency.
- This position is initially a four-month role, with the potential for extension, and is designed to augment senior program leadership capacity. The Program Manager will work closely with a Senior Program Manager to support large, multi workstream initiatives, while also independently leading smaller programs and workstreams end-to-end.
- This role is ideal for an experienced program manager with a consulting mindset who thrives in fast paced, ambiguous environments and can translate business needs into structured plans, clear execution, and executive ready insights.
Program Leadership & Delivery
- Partner with a Senior Program Manager to support large enterprise programs, helping manage scope, milestones, dependencies, risks, and delivery cadence.
- Independently own and deliver smaller programs or discrete workstreams, from intake through delivery and operational handoff (strategy ? plan ? execute ? stabilize).
- Run and support core program rituals including planning sessions, status reviews, dependency tracking, risk/issue management, and executive readouts.
- Translate business objectives and stakeholder requirements into clear program plans, timelines, and success metrics.
- Support initiatives involving enterprise platforms such as Amazon Connect, Salesforce, and NetSuite, partnering with IT, Business Systems, and functional teams.
- Contribute to programs that span Lead-to-Cash, Customer Experience, Finance, and Procurement processes in a large, enterprise software environment.
- Help ensure systems and process changes are well sequenced, clearly documented, and aligned to business outcomes.
- Champion data quality, system hygiene, and clear ownership across integrated systems and reporting.
- Work closely with cross functional partners including IT, Business Systems, Finance, Sales Ops, Customer Experience, Procurement, and Security.
- Prepare executive ready dashboards, status updates, and presentations with clear narrative, insights, and recommendations.
- Communicate program progress, risks, and trade?offs with clarity and confidence to both technical and non?technical audiences.
- Escalate issues with context, options, and data-backed recommendations.
- Develop and maintain program dashboards, reports, and documentation using tools such as Excel, Power BI, Tableau, Smartsheet, or similar.
- Analyze program data to identify trends, risks, and opportunities for improvement.
- Support process improvement initiatives by applying structured problem solving and consulting best practices.
- Ensure strong program hygiene including RAID logs, decision tracking, documentation, and governance artifacts.
- Support agile execution where applicable by coordinating backlogs, milestones, and cross team dependencies.
- Facilitate meetings and working sessions, remove blockers, and follow up on action items to maintain delivery momentum.
- Continuously identify opportunities to improve delivery efficiency through automation, AI, and tooling.
Required Experience & Skills
- 5–10 years of experience in program management, project management, business analysis, or management consulting.
- Experience working in or with enterprise technology, SaaS, or business systems teams.
- Demonstrated ability to support senior program leaders while also leading smaller initiatives independently.
- Strong analytical skills with experience producing executive level reporting and insights.
- Proficiency with analytics and visualization tools (Excel, Power BI, Tableau) and PM tools (Smartsheet, Jira, Microsoft Project).
- Ability to operate effectively in ambiguous, fast-moving environments with multiple stakeholders.
- Excellent written and verbal communication skills with a strong executive presence.
- Bachelor's degree in business, operations, analytics, or a related field.
- Familiarity with Amazon Connect, Salesforce, and/or NetSuite.
- Exposure to Lead-to-Cash, Customer Experience, Finance, or Procurement processes in an enterprise software company.
- Experience in a PMO, transformation office, or consulting environment.
- Demonstrated interest in AI, automation, and operational efficiency.
- Strong organizational skills, attention to detail, and proactive problem-solving mindset.
- Bachelor's degree in business, operations, analytics, information systems, or a related field, or equivalent practical experience.
- $68.97 per hour.
Project Manager - Salesforce & Model N Lead
Location: South San Francisco, CA
Role Overview
We are looking for a high-energy Project Manager to lead the implementation and optimization of our Salesforce and Model N platforms. You will be the primary conductor for cross-functional teams, ensuring that our sales processes and revenue management systems are perfectly synced.
This isn't just about moving tickets; it's about understanding how a deal moves from a lead in Salesforce to a contract and rebate structure in Model N.
Key Responsibilities
- End-to-End Delivery: Lead the planning, execution, and delivery of Salesforce and Model N projects (implementations, upgrades, and migrations).
- Stakeholder Alignment: Act as the primary liaison between Sales Operations, Finance, Legal, and IT to ensure the technical roadmap supports business goals.
- Process Architecture: Map out \"Lead-to-Cash\" workflows, identifying where Salesforce ends and Model N begins to ensure data integrity.
- Agile Governance: Manage the backlog, lead sprint ceremonies, and remove blockers for developers and functional consultants.
- Risk Mitigation: Proactively identify \"gotchas\" in the Model N/Salesforce integration—especially regarding pricing logic, rebates, and compliance.
- Vendor & Resource Management: Coordinate with third-party implementation partners and internal technical teams.
Required Qualifications
- Experience: 5+ years of Project Management experience, specifically within the Salesforce ecosystem (Sales/Service Cloud).
- Domain Expertise: Proven experience managing Model N (Revenue Cloud, Rebates, or Regulatory modules) implementations.
- The \"Tech-Functional\" Blend: You don't need to code, but you must understand Salesforce objects and Model N's data structures well enough to challenge a solution design.
- Methodology: Strong proficiency in Agile/Scrum (Jira/Confluence power users preferred).
- Certifications: PMP or CSM is preferred. Salesforce Admin or Model N functional certification is a massive plus.