Candid Care Co
Revenue Operations Manager, Salesforce & GTM Systems Remote - USA
Candid Care Co, Jackson, Mississippi, United States
Revenue Operations Manager, Salesforce & GTM Systems
Remote - USA Overview
Candidly is a high-growth, Series B startup delivering an AI-driven student debt and savings optimization platform. We’re seeking a hands-on Salesforce and GTM systems leader to rebuild, optimize, and scale our revenue infrastructure from the ground up. This is a strategic, high-visibility role where you’ll transform Salesforce into the operational backbone of our AI-driven go-to-market engine. You will act as our primary Salesforce authority and partner in vendor evaluation, systems design, and buildout of an AI-centric GTM tech stack. In collaboration with Marketing and Sales, you’ll ensure seamless integration across inbound and outbound tools so every lead, campaign, and signal flows through Salesforce into our revenue processes. You’ll design clean, automated workflows for capturing, scoring, routing, and closing deals, providing leadership with the clarity to scale a fast-growing company. If you’re passionate about Salesforce, enjoy building future-proof systems, and want to influence company-wide decisions on AI and automation, this role is for you. Key Responsibilities
Design, own, and maintain Salesforce architecture (objects, fields, rules, layouts, permissions, security, compliance). Build and optimize CRM logic and automation to support GTM strategy, including stage progression, lead routing, attribution, and ICP scoring. Enforce sales process discipline through stage gates, locked fields, and duplicate-prevention routines. Drive adoption of CRM tools and processes through training, documentation, and enablement. Collaborate with Sales and Marketing to manage the full lead lifecycle (inbound → MQL → SQL → Proposal → Win) and optimize funnel conversion. Ensure seamless integration of inbound campaigns, ABM programs, partner activities, and GTM systems into Salesforce. Partner with leadership to design and scale the GTM tech stack, including Salesforce integrations and new revenue channels. Build executive and role-specific dashboards, automate recurring reports, and deliver actionable insights to leadership. Monitor and analyze funnel metrics, forecast accuracy, and revenue trends to identify gaps and recommend improvements. Continuously evaluate, pilot, and implement emerging technologies (AI, predictive forecasting, automated outreach) to improve efficiency and scalability. Qualifications
3–5+ years as a Salesforce Admin, RevOps Manager, or similar in SaaS. Salesforce Administrator certification (Advanced Admin or Platform App Builder preferred). Proven track record of rebuilding or optimizing Salesforce in a scaling startup. Deep understanding of SaaS funnel metrics and GTM processes (MRR, CAC, LTV, churn, etc.). Experience integrating Salesforce with marketing automation and ABM/intent tools. Strong analytical and technical skills; proficiency with Salesforce automation, workflows, and reporting. Excellent communication skills — able to translate technical builds into business impact. Comfortable working cross-functionally in a fast-paced, high-growth environment. Background and EEO Disclosures
Candidly offers employment conditioned upon satisfactory completion of our employment screening process (including, but not limited to, a review of past employment and education records, background investigation, and/or credit check & fingerprints). Candidly is an Equal Opportunity Employer. We do not discriminate on the basis of race, religion, color, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other basis covered by applicable law. All employment decisions are based on qualifications, merit, and business need.
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Remote - USA Overview
Candidly is a high-growth, Series B startup delivering an AI-driven student debt and savings optimization platform. We’re seeking a hands-on Salesforce and GTM systems leader to rebuild, optimize, and scale our revenue infrastructure from the ground up. This is a strategic, high-visibility role where you’ll transform Salesforce into the operational backbone of our AI-driven go-to-market engine. You will act as our primary Salesforce authority and partner in vendor evaluation, systems design, and buildout of an AI-centric GTM tech stack. In collaboration with Marketing and Sales, you’ll ensure seamless integration across inbound and outbound tools so every lead, campaign, and signal flows through Salesforce into our revenue processes. You’ll design clean, automated workflows for capturing, scoring, routing, and closing deals, providing leadership with the clarity to scale a fast-growing company. If you’re passionate about Salesforce, enjoy building future-proof systems, and want to influence company-wide decisions on AI and automation, this role is for you. Key Responsibilities
Design, own, and maintain Salesforce architecture (objects, fields, rules, layouts, permissions, security, compliance). Build and optimize CRM logic and automation to support GTM strategy, including stage progression, lead routing, attribution, and ICP scoring. Enforce sales process discipline through stage gates, locked fields, and duplicate-prevention routines. Drive adoption of CRM tools and processes through training, documentation, and enablement. Collaborate with Sales and Marketing to manage the full lead lifecycle (inbound → MQL → SQL → Proposal → Win) and optimize funnel conversion. Ensure seamless integration of inbound campaigns, ABM programs, partner activities, and GTM systems into Salesforce. Partner with leadership to design and scale the GTM tech stack, including Salesforce integrations and new revenue channels. Build executive and role-specific dashboards, automate recurring reports, and deliver actionable insights to leadership. Monitor and analyze funnel metrics, forecast accuracy, and revenue trends to identify gaps and recommend improvements. Continuously evaluate, pilot, and implement emerging technologies (AI, predictive forecasting, automated outreach) to improve efficiency and scalability. Qualifications
3–5+ years as a Salesforce Admin, RevOps Manager, or similar in SaaS. Salesforce Administrator certification (Advanced Admin or Platform App Builder preferred). Proven track record of rebuilding or optimizing Salesforce in a scaling startup. Deep understanding of SaaS funnel metrics and GTM processes (MRR, CAC, LTV, churn, etc.). Experience integrating Salesforce with marketing automation and ABM/intent tools. Strong analytical and technical skills; proficiency with Salesforce automation, workflows, and reporting. Excellent communication skills — able to translate technical builds into business impact. Comfortable working cross-functionally in a fast-paced, high-growth environment. Background and EEO Disclosures
Candidly offers employment conditioned upon satisfactory completion of our employment screening process (including, but not limited to, a review of past employment and education records, background investigation, and/or credit check & fingerprints). Candidly is an Equal Opportunity Employer. We do not discriminate on the basis of race, religion, color, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other basis covered by applicable law. All employment decisions are based on qualifications, merit, and business need.
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