Note: The job is a remote job and is open to candidates in USA. Snapsheet is a claims technology company focused on delivering purposeful and precise outcomes. The GTM Strategy and Operations Lead will be responsible for rebuilding the Go-To-Market infrastructure and ensuring the technology and data-driven insights empower the organization to sell and scale effectively.
Responsibilities
- Integrate AI workflows (e.g., meeting transcription, automated CRM enrichment) to automate manual data entry for the field, allowing AEs and AMs to focus strictly on selling and supporting customers
- Leverage AI-driven intent data and predictive signals to surface "next-best-action" recommendations for the field to improve win rates
- Build AI-assisted automation within Salesforce and HubSpot to eliminate manual data hygiene tasks and ensure real-time data accuracy
- Design and maintain a data-driven territory model by segmenting accounts based on Tier, Line of Business, and Segment to ensure high-intent alignment
- Utilize AI-driven spatial and intent data to ensure the right reps are working the right deals at the right time
- Use "Speed to Sale" metrics to determine where to deploy sales resources or adjust account assignment to avoid lead stagnation and ensure equitable quota distribution
- Build models to identify "whitespace" within existing accounts, helping AEs prioritize which customers are most likely to convert for specific product cross sells or upsells
- Transition tracking of product upsells out of manual sheets and into a structured, automated dashboard within the CRM
- Maintain 100% accuracy on account fields to provide AEs and AMs the visibility needed for high-impact lead generation and cross sell opportunities
- Own the day-to-day administration and workflow design for Salesforce, HubSpot, and ZoomInfo
- Lead the architectural evaluation of Salesforce, ensuring the environment is built for SaaS scale
- Architect the GTM tech stack to eliminate reporting errors and automate manual data entry
- Build "no-touch," repeatable dashboards for Sales and Account Management Leadership
- Compare projected deal value at the point of sale against realized billings to identify trends in over/ under scoping and improve future forecast reliability
Skills
- 6+ years in Sales Operations, Revenue Operations, or a similar analytical role within a SaaS or scale-up environment
- Proven interest or experience in implementing AI-driven sales tools to drive rep productivity
- Hands-on experience with Salesforce and HubSpot, including the ability to lead a full CRM evaluation
- Strong skills in conducting variance analysis, territory modeling, and revenue forecasting
- Ability to present complex insights clearly to Finance, Leadership, and cross-functional stakeholders
- A proactive self-starter who thrives in ambiguous environments and takes ownership without waiting for direction
- Proven ability to manage multiple priorities independently and implement scalable solutions with minimal oversight
Benefits
- Remote working environment - your new commute is however long it takes to walk to your desk!
- Flexibility - empathy is ingrained in who we are and we are happy to offer a flexible PTO policy, casual dress code, and more!
- Development - Mentorship programs, 1-on-1 management, promote when ready culture, quarterly internal promotion opportunities, and goal setting sessions.
- Fun - Celebrations just because, yearly in-person and remote events, Snapsheet Swag, Employee Resource Groups, and more!
- Choose from 2 robust medical plans through Blue Cross Blue Shield—plus, we contribute to your HSA when you enroll in our high-deductible health plan.
- Offer two dental plans and one vision plan to keep you and your family healthy.
- Peace of mind with company-paid Short Term Disability, Long Term Disability, and Life Insurance.
- Additional protection through voluntary benefits like Accident Insurance, Hospital Indemnity, Critical Illness, and Legal Assistance.
- 401(k) with a 4% company match—because your future is worth investing in.
- Employee Assistance Program (EAP) with 6 sessions per life incident to support your mental well-being.
- Flexible PTO and 7.5 company-observed holidays to recharge on your terms.
- In-person connection points throughout the year including our annual Summit and Roadshows.
- Snapsheet SWAG and surprise mailers to keep the spirit alive.
- Endless opportunity to shape your path—career growth, learning, and real impact are all within reach.
- Health and wellness campaigns that evolve with you year over year.
Company Overview