Role Overview
The Data & Revenue Operations (D&R) team enables high performance across our Go-To-Market functions — Sales, Marketing, and Customer Success — as well as Finance. We are looking for a RevOps Systems Manager to join the D&R team at Board Intelligence. This is a player‑coach role suited to someone who combines strong technical capability with the confidence to translate complex business needs into scalable solutions and that stakeholder management skills to bring others along with them.
Responsibilities
Salesforce Ownership & Development
* Own the configuration, development, and ongoing maintenance of Salesforce Sales and Service Clouds, including custom objects, flows, validation rules, and process automations.
* Ensure Salesforce remains the reliable system of record for commercial activity — managing data quality, governance, and hygiene across the platform.
* Stay current with Salesforce releases and emerging functionality, making proactive recommendations for improvement.
Integrations & Tech Stack Architecture
* Own the integration strategy connecting Salesforce to the wider commercial tech stack — including 6sense, HubSpot, Gong/Gong Engage, Pendo, Planhat, and LinkedIn Sales Navigator.
* Document and maintain data flows, integration logic, and system interdependencies to ensure a coherent, well‑architected stack.
* Lead procurement and rollout of new tooling, including vendor evaluation, integration planning, and change management.
Stakeholder Management & Requirements Translation
* Partner with GTM stakeholders — Sales, Marketing, Customer Success, and Finance — to understand business needs and translate them into clear, scalable technical solutions.
* Act as the bridge between commercial teams and technical execution, ensuring solutions are fit for purpose and well embedded.
* Manage upwards effectively, communicating progress, risks, and priorities to senior stakeholders including the ELT.
Process Design & Documentation
* Design and implement scalable workflows, automations, and operating processes across the tech stack.
* Maintain clear, accessible documentation for all systems, integrations, and processes — enabling adoption and reducing key‑person dependency.
* Identify and address process gaps that affect data quality, reporting accuracy, or team efficiency.
GTM Tooling Enablement & Training
* Drive adoption of commercial tools across GTM teams through structured onboarding, training materials, and ongoing support.
* Champion a culture of system hygiene and process adherence across Sales, Marketing, and Customer Success.
* Support end users in getting maximum value from the tools available to them.
Technical Skills & Experience
* 3–5 years of experience in a RevOps, Salesforce Admin, or CRM systems management role.
* Strong hands‑on Salesforce expertise: Sales Cloud is essential; Service Cloud experience highly desirable.
* Proven experience integrating Salesforce with third‑party tools and managing the data flows between systems.
* Practical experience with at least two of the following platforms: Gong/Gong Engage, HubSpot, 6sense, Pendo, Planhat, LinkedIn Sales Navigator.
* Comfortable working with data — identifying quality issues, designing governance frameworks, and building or contributing to reporting.
* Familiarity with CPQ concepts or tooling is a plus.
Stakeholder & Communication Skills
* Ability to translate ambiguous business requirements into structured, deliverable technical solutions.
* Strong written and verbal communication skills — able to present to senior stakeholders clearly and confidently.
* Collaborative working style with a genuine interest in understanding the commercial context behind requests.
Ways of Working
* Curious and proactive — you stay ahead of tooling developments and bring ideas to the table.
* Comfortable operating independently and managing your own priorities across multiple concurrent workstreams.
* Structured and process‑oriented — you document what you build and build what you document.
* Driven by outcomes, not just activity — you care about whether the systems you manage actually help the business perform better.
Nice to Have
* Experience in a B2B SaaS business, ideally in a scaling environment.
* Exposure to NetSuite or other finance systems, particularly in the context of Salesforce integration.
* Salesforce Administrator certification (ADM201 or equivalent).
* Experience with Agentforce or Einstein AI products.
Benefits
* Pension scheme.
* Personal performance bonus.
* 26 days holiday each calendar year.
* Bupa health & dental cover.
* Group life assurance.
* EAP.
* Cycle to work scheme.
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