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GTM Systems Lead

GTM Systems Lead

CompanyHarvey
LocationRemote in USA, New York, NY, USA
Salary$180000 – $230000
TypeFull-Time
Degrees
Experience LevelSenior

Requirements

  • 5+ years of hands-on experience in global companies with Salesforce Sales Cloud, CPQ, and QTC processes.
  • Deep expertise and thought leadership in the CPQ space, including pricing strategies, approvals, quoting, customer experience, and order automation.
  • Strong experience integrating Salesforce with billing systems (Zuora, NetSuite, Stripe, etc.).
  • Experience with lead-to-cash workflows, including contract lifecycle management and revenue recognition.
  • Ability to build and maintain flows, automation, custom objects, reports, and dashboards.
  • Strong engineering background with knowledge of SOQL, Apex (preferred), and declarative automation tools.
  • Deep familiarity with relevant security & compliance requirements for running a QTC function that customers trust (SOX, SOC2, GDPR, etc.).
  • Exceptional problem-solving skills and ability to work cross-functionally in a fast-paced startup.

Responsibilities

  • Design, build, own, and optimize our Quote-to-Cash (QTC) stack, ensuring seamless integration across CPQ, billing, and finance systems.
  • Manage and enhance end-to-end CPQ workflows ensuring pricing & packaging, discounting, approvals, contracts, and integrations are optimized.
  • Work closely with Rev Ops and Finance to improve deal velocity, forecasting, and revenue reporting while simultaneously creating a great buying experience for our customers.
  • Lead the implementation of automation within Salesforce, reducing manual work for Sales and Finance teams.
  • Ensure seamless integration between Salesforce, NetSuite, and other systems.
  • Maintain data integrity, build custom dashboards, reports, and automation to drive better decision-making.
  • Work cross-functionally to align our go-to-market tech stack with business needs and compliance requirements.
  • Troubleshoot and resolve Salesforce issues while managing platform upgrades and enhancements.
  • Implement monitoring and measurement systems to keep tabs on the health & performance of our QTC systems and experience.
  • Ensure that our QTC capabilities will stay ahead of the business’s needs; Harvey is a young company and our GTM motions and pricing & packaging may evolve rapidly.

Preferred Qualifications

  • Salesforce certifications (Salesforce Certified CPQ Specialist, Advanced Admin, or Architect).
  • Experience with enterprise SaaS sales cycles and handling multi-tier pricing models.
  • Knowledge of Revenue Cloud, Subscription Billing, or ASC 606 revenue recognition.
  • Experience with Marketo, HubSpot, or other RevOps tools.
  • Prior experience in a high-growth startup environment.