GTM Systems Operations Specialist
🌟 About Nava Benefits
Nava Benefits is one of the fastest growing benefits brokerages in America and the first to fuse cutting edge technology with benefits expertise to deliver an end to end benefits solution for growing businesses. Through better renewal strategy, benefits back-office support, and a modern member experience, employers turn to Nava to lower costs, delight employees, and augment HR teams. Nava is driven by the mission to fix healthcare in America, starting with the 160M Americans who get their healthcare through employers. Backed by leading investors and founded by seasoned entrepreneurs, we're an ambitious group of people transforming the $50B / year benefits brokerage industry, and making a positive impact on the lives of Americans across the country.
🚀 About the Role We are seeking a highly skilled and motivated Go-to-Market (GTM) Systems Operations Specialist to join our growing Revenue Operations (RevOps) team. Reporting directly to the Head of RevOps, this role is pivotal in maintaining the health, efficiency, and scalability of our core sales, marketing, and customer technology stack. You will be the primary architect and guardian of our Salesforce Sales Cloud instance and its connected systems, ensuring our go-to-market teams have the tools, data, and processes they need to excel, while providing leadership with the insights required for strategic decision-making.
This role is for a hands-on technical leader who thrives on problem-solving, continuous improvement, and enabling others through robust system design and automation.
📋 What You'll Do CRM (Salesforce Sales Cloud) Administration & Optimization:
Serve as the primary Salesforce administrator for Sales Cloud, managing configurations, user access, profiles, permission sets, roles, custom objects, fields, and page layouts.
Lead the continuous enhancement of our Salesforce instance, identifying opportunities to improve user experience, data integrity, and overall system performance.
All aspects of user and license management, including new user setup/deactivation, roles, profiles, permissions, public groups, OWD, sharing rules
Salesforce configuration changes, including (but not limited to): Workflow, Process Builder, Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards, and reports
Data Quality & Governance:
Implement and enforce data quality standards, monitoring, and cleansing initiatives within Salesforce and integrated GTM systems.
Develop and maintain data governance processes to ensure accurate, consistent, and reliable data for reporting and decision-making.
Proactively identify and resolve data discrepancies and process inefficiencies.
Automation & Process Improvement:
Design, build, and optimize complex automation solutions primarily using Salesforce Flows and other native Salesforce tools to streamline GTM workflows (e.g., lead routing, opportunity progression, data updates).
Collaborate with sales, marketing, and customer success leadership to gather requirements, analyze existing processes, and recommend automation improvements.
Go-to-Market Tech Stack Management & Integration:
Oversee the administration, integration, and optimization of critical GTM tools
Ensure seamless data flow and process handoffs between Salesforce and integrated systems.
Troubleshoot integration issues and work with vendors as needed.
System Implementation & Project Management:
Lead the evaluation, implementation, and adoption of new GTM technologies from discovery to post-launch support.
Manage project timelines, communicate progress, and coordinate cross-functional resources for system-related initiatives.
End-User Enablement & Support:
Provide expert-level support to GTM teams on Salesforce and integrated systems, addressing user inquiries, troubleshooting issues, and identifying root causes.
Develop and deliver training materials and sessions to empower end-users to effectively leverage our tech stack.
Strategic Contribution & Reporting:
Partner with RevOps leadership to translate business objectives into system requirements and strategic roadmaps.
Contribute to the development of robust reporting capabilities by ensuring foundational data accuracy and system configurability.
🎓 About You
4+ years of hands-on Salesforce Sales Cloud administration experience in a high-growth SaaS environment.
Proven expertise in designing and implementing complex Salesforce Flows (Screen Flows, Record-Triggered Flows, Scheduled Flows).
Strong understanding of core Sales Cloud objects, their relationships, and best practices.
Demonstrated experience managing and integrating key GTM technologies (e.g., marketing automation, sales engagement, data enrichment and orchestration, client success management, etc.)
Solid grasp of data quality principles and experience with data cleansing and governance strategies.
Exceptional problem-solving skills with a meticulous attention to detail.
Ability to translate business requirements into technical solutions and articulate technical concepts to non-technical stakeholders.
Excellent communication, collaboration, and project management skills.
Bonus Points
Salesforce Administrator Certification; Advanced Administrator, Platform App Builder, or Flow Builder certifications
Experience building cross-platform automations
🌍 Working at Nava As a remote-first company, Nava offers a dynamic and inclusive culture where you have the autonomy to thrive. You'll be supported by cutting-edge technology, a collaborative team, and a shared mission to revolutionize healthcare. 💼 Benefits
Health & Wellness: Medical insurance, including a $0 premium HDHP plan for individuals, Dental, Vision, Telehealth and Virtual Primary Care Visits, OneMedical membership, Wellhub, and a $50 monthly benefit to improve your mental or physical health.
Financial Support: Stock options, 401(k) with a $2,000 match, FSA, HSA, and access to Origin Financial.
Work-Life: Flexible PTO, 12 weeks of paid parental leave with 2 weeks of transition time, $50 monthly connectivity reimbursement, and company-paid short-term disability, long-term disability, and life insurance, with additional voluntary benefits like supplemental life, AD&D, hospital indemnity, accident, and critical illness coverage.
Professional Support: $1,000 home office setup stipend and access to an Employee Assistance Program (EAP)
Nava is committed to building a diverse team because solving healthcare challenges requires leveraging America's greatest strength: our diversity. Candidates from all backgrounds are encouraged to apply!
About the job
Apply for this position
GTM Systems Operations Specialist
🌟 About Nava Benefits
Nava Benefits is one of the fastest growing benefits brokerages in America and the first to fuse cutting edge technology with benefits expertise to deliver an end to end benefits solution for growing businesses. Through better renewal strategy, benefits back-office support, and a modern member experience, employers turn to Nava to lower costs, delight employees, and augment HR teams. Nava is driven by the mission to fix healthcare in America, starting with the 160M Americans who get their healthcare through employers. Backed by leading investors and founded by seasoned entrepreneurs, we're an ambitious group of people transforming the $50B / year benefits brokerage industry, and making a positive impact on the lives of Americans across the country.
🚀 About the Role We are seeking a highly skilled and motivated Go-to-Market (GTM) Systems Operations Specialist to join our growing Revenue Operations (RevOps) team. Reporting directly to the Head of RevOps, this role is pivotal in maintaining the health, efficiency, and scalability of our core sales, marketing, and customer technology stack. You will be the primary architect and guardian of our Salesforce Sales Cloud instance and its connected systems, ensuring our go-to-market teams have the tools, data, and processes they need to excel, while providing leadership with the insights required for strategic decision-making.
This role is for a hands-on technical leader who thrives on problem-solving, continuous improvement, and enabling others through robust system design and automation.
📋 What You'll Do CRM (Salesforce Sales Cloud) Administration & Optimization:
Serve as the primary Salesforce administrator for Sales Cloud, managing configurations, user access, profiles, permission sets, roles, custom objects, fields, and page layouts.
Lead the continuous enhancement of our Salesforce instance, identifying opportunities to improve user experience, data integrity, and overall system performance.
All aspects of user and license management, including new user setup/deactivation, roles, profiles, permissions, public groups, OWD, sharing rules
Salesforce configuration changes, including (but not limited to): Workflow, Process Builder, Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards, and reports
Data Quality & Governance:
Implement and enforce data quality standards, monitoring, and cleansing initiatives within Salesforce and integrated GTM systems.
Develop and maintain data governance processes to ensure accurate, consistent, and reliable data for reporting and decision-making.
Proactively identify and resolve data discrepancies and process inefficiencies.
Automation & Process Improvement:
Design, build, and optimize complex automation solutions primarily using Salesforce Flows and other native Salesforce tools to streamline GTM workflows (e.g., lead routing, opportunity progression, data updates).
Collaborate with sales, marketing, and customer success leadership to gather requirements, analyze existing processes, and recommend automation improvements.
Go-to-Market Tech Stack Management & Integration:
Oversee the administration, integration, and optimization of critical GTM tools
Ensure seamless data flow and process handoffs between Salesforce and integrated systems.
Troubleshoot integration issues and work with vendors as needed.
System Implementation & Project Management:
Lead the evaluation, implementation, and adoption of new GTM technologies from discovery to post-launch support.
Manage project timelines, communicate progress, and coordinate cross-functional resources for system-related initiatives.
End-User Enablement & Support:
Provide expert-level support to GTM teams on Salesforce and integrated systems, addressing user inquiries, troubleshooting issues, and identifying root causes.
Develop and deliver training materials and sessions to empower end-users to effectively leverage our tech stack.
Strategic Contribution & Reporting:
Partner with RevOps leadership to translate business objectives into system requirements and strategic roadmaps.
Contribute to the development of robust reporting capabilities by ensuring foundational data accuracy and system configurability.
🎓 About You
4+ years of hands-on Salesforce Sales Cloud administration experience in a high-growth SaaS environment.
Proven expertise in designing and implementing complex Salesforce Flows (Screen Flows, Record-Triggered Flows, Scheduled Flows).
Strong understanding of core Sales Cloud objects, their relationships, and best practices.
Demonstrated experience managing and integrating key GTM technologies (e.g., marketing automation, sales engagement, data enrichment and orchestration, client success management, etc.)
Solid grasp of data quality principles and experience with data cleansing and governance strategies.
Exceptional problem-solving skills with a meticulous attention to detail.
Ability to translate business requirements into technical solutions and articulate technical concepts to non-technical stakeholders.
Excellent communication, collaboration, and project management skills.
Bonus Points
Salesforce Administrator Certification; Advanced Administrator, Platform App Builder, or Flow Builder certifications
Experience building cross-platform automations
🌍 Working at Nava As a remote-first company, Nava offers a dynamic and inclusive culture where you have the autonomy to thrive. You'll be supported by cutting-edge technology, a collaborative team, and a shared mission to revolutionize healthcare. 💼 Benefits
Health & Wellness: Medical insurance, including a $0 premium HDHP plan for individuals, Dental, Vision, Telehealth and Virtual Primary Care Visits, OneMedical membership, Wellhub, and a $50 monthly benefit to improve your mental or physical health.
Financial Support: Stock options, 401(k) with a $2,000 match, FSA, HSA, and access to Origin Financial.
Work-Life: Flexible PTO, 12 weeks of paid parental leave with 2 weeks of transition time, $50 monthly connectivity reimbursement, and company-paid short-term disability, long-term disability, and life insurance, with additional voluntary benefits like supplemental life, AD&D, hospital indemnity, accident, and critical illness coverage.
Professional Support: $1,000 home office setup stipend and access to an Employee Assistance Program (EAP)
Nava is committed to building a diverse team because solving healthcare challenges requires leveraging America's greatest strength: our diversity. Candidates from all backgrounds are encouraged to apply!