GD Resources-posted about 20 hours ago
Full-time • Mid Level
Hybrid • San Francisco, CA

Work Arrangement: The position can be fully remote or hybrid (as per the requirements), but travel as of now is not required. Duties • Collaborate with stakeholders across Marketing, Sales, and Digital Technology to define and document future-state processes. • Deliver clear, structured future-state process documentation for technical and business audiences that aligns with business needs. • Contribute to the development of business requirements for GTM transformation and CRM improvements. • Support CRM implementation efforts, including requirements gathering, testing, and adoption. • Help operationalize the buying group strategy within CRM and marketing systems to enable tracking, engagement, and reporting. • Participate in sprint planning, product reviews, and retrospectives as a Marketing representative. • Create and maintain functional features and user stories aligned to business goals. • Prepare documentation, training materials, and perform gap analyses. • Conduct UAT and troubleshoot lead/data alignment issues across platforms. • Become a subject matter expert in systems like Microsoft Dynamics, ServiceNow, and other tools. • Facilitate communication between global and regional cross-functional teams.

  • Collaborate with stakeholders across Marketing, Sales, and Digital Technology to define and document future-state processes.
  • Deliver clear, structured future-state process documentation for technical and business audiences that aligns with business needs.
  • Contribute to the development of business requirements for GTM transformation and CRM improvements.
  • Support CRM implementation efforts, including requirements gathering, testing, and adoption.
  • Help operationalize the buying group strategy within CRM and marketing systems to enable tracking, engagement, and reporting.
  • Participate in sprint planning, product reviews, and retrospectives as a Marketing representative.
  • Create and maintain functional features and user stories aligned to business goals.
  • Prepare documentation, training materials, and perform gap analyses.
  • Conduct UAT and troubleshoot lead/data alignment issues across platforms.
  • Become a subject matter expert in systems like Microsoft Dynamics, ServiceNow, and other tools.
  • Facilitate communication between global and regional cross-functional teams.
  • Proven track record of leading CRM implementation or transformation projects, including integration with marketing and sales systems
  • Experience designing and operationalizing buying group strategies, including sales and marketing processes to work and convert buying groups to opportunities
  • 8+ years of experience in CRM systems (Microsoft Dynamics preferred), marketing automation platforms, and 3rd Party integrations; Adobe Experience Platform strongly preferred
  • 8+ years experience and proven results in defining Marketing (lead management strongly preferred) use cases, user stories, and business requirements
  • Strong background in documentation of complex business processes for technical and business audiences
  • Experience with database schema design, data cleansing/appending, data exporting
  • Proficiency with Lucidchart, Miro, or similar tools
  • Strong understanding of Agile methodologies and OKRs
  • Exceptional problem-solving and analytical skills
  • Excellent verbal and written communication and leadership abilities including the ability to articulate complex technical information in a clear, concise manner
  • Ability to collaborate effectively with cross-functional teams including IT, Marketing, and product teams
  • Excellent organizational skills and capacity to manage multiple priorities and tasks simultaneously, and communicate with all levels of management
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