CRM System Architect

Opswat•Tampa, FL

18d

About The Position

The Position OPSWAT is seeking a talented, experienced and innovative Solution Architect who has worked with multiple CRMs in the past (Salesforce, HubSpot, NetSuite, SugarCRM, Dynamics365, etc.) to design, implement and improve our current application tech stack. As the CRM/GTM Systems Architect, you'll be the key leader designing and managing our entire Go-to-Market technology stack and will work closely with Product Operations, Revenue Operations, Sales Operations, Marketing Operations, CX Operations. Your goal is to help make applications better integrated, streamline and reduce the number of redundant SaaS solutions, and recommend an in-house development where sensible. What You Will be Doing Collaborate with Marketing, Pre Sales, Sales, Product, Finance and CX on the design of our quote to cash process (DealHub/Sugar Serve) interfacing with our NetSuite for billings. Own the vision and roadmap for CPQ (DealHub) to reduce time spent per quote and increase sales satisfaction with quoting. Collaborate with Product Operations on the setup of new SKU / Pricing for product launch processes. Own the integration design between CRM system and our in-house built Customer Portal (My OPSWAT), mainly for CX modules (cases, professional services, academy) Own the solution design & project implementation planning of data flow between SugarCRM, DealHub, and all GTM systems, including but not limited to: ZoomInfo, SalesLoft, Cognism, HubSpot, LinkSquares, JIRA , CaptivateIQ, NetSuite, and our Data Master ( Fabric Lakehouse). Collaborate with our Digital Transformation team to propose, design and implement more AI features for GTM systems (AI Chatbot, AI Summary Panel, AI Customer/Prospect Ranking, Case Solution recommendation, etc.) Collaborate with our Enterprise Data team to design data pipelines to both feed Data Master and receive supplementary data from it. Own CRM system sandboxes and make sure they are refreshed on a regular basis Design CRM access control following principle of least privilege (PoLP). Work with our Cybersecurity & Compliance team to answer audit questions, customer security questionnaires, security review, data retention & backup policy. Perform system monitoring, troubleshooting, and performance optimization to ensure stability and UX performance. Ensure proper documentation, architectural diagrams are updated on Confluence. Research, recommend & participate in new solution evaluation & vendor engagement to make sure new tools can be used globally, do not overlap with an existing tool, and can integrate with the rest of our systems. What We Need from You Technical Expertise 8+ years of experience as a Solution Architect , Systems Architect , or GTM/ RevOps Systems Lead supporting enterprise-grade quote-to-cash environments. Hands-on experience designing and integrating multiple CRM platforms (e.g., Salesforce, HubSpot, NetSuite, SugarCRM, Dynamics 365). Strong proficiency with CPQ systems —ideally DealHub —including workflow design, quoting configuration, approval routing, and SKU/pricing architecture. Demonstrated ability to integrate and manage complex integrations across GTM systems, including: Marketing automation (HubSpot or similar) Sales engagement platforms (SalesLoft, Outreach, Cognism) Data enrichment tools (ZoomInfo, Clearbit ) Contract/CLM tools ( LinkSquares ) Finance / ERP systems ( NetSuite ) Ticketing & product systems (JIRA) Experience architecting data flows , APIs, ETL/ELT pipelines, and system interoperability using iPaaS, middleware, or custom development. Architecture & Process Leadership Deep understanding of quote-to-cash , subscription lifecycle management, order management, and billing workflows. Proven ability to evaluate SaaS tools, reduce redundancy, and drive consolidation toward a more rationalized tech stack. Experience owning system roadmaps, architectural diagrams, and strategic planning for GTM technology. Strong capability in access control design , security best practices, and implementing principle of least privilege ( PoLP ) . Familiarity with data lakes / lakehouses (e.g., Fabric, Databricks , BigQuery ) Ability to work with Digital Transformation teams to design and implement AI-powered GTM features (chatbot, summarization, ranking models, recommendations). Experience with system monitoring , troubleshooting, performance optimization, and sandbox management. Cross-Functional Collaboration Excellent communication and stakeholder-management skills across Marketing, Sales, Product, RevOps , Finance, CX, and Compliance. Experience supporting audits, security questionnaires, and collaborating with Cybersecurity/Compliance teams. Strong documentation habits— maintaining system diagrams, integration maps, and SOPs in Confluence or similar tools. It Would Be Nice If You Had Prior experience with SugarCRM + DealHub + NetSuite specifically. Hands-on skills with Azure ecosystem , particularly Microsoft Fabric . Experience introducing AI/ML solutions into GTM motion (e.g., customer scoring, forecasting models). Knowledge of iPaaS tools like Workato , Boomi, Celigo , or MuleSoft. Background implementing RevOps or GTM analytics , attribution modeling, or data governance practices. Experience in cybersecurity , SaaS , or other high-compliance industries. Ability to build light internal tools or microservices (Python, Node.js, serverless functions). Certifications such as: Salesforce Architect / Admin / Developer NetSuite Administrator or SuiteFoundation DealHub Specialist AWS/Azure Architect IT Service Management (ITSM) Experience running RFPs, vendor evaluations, and global tool rollouts. Prior leadership experience mentoring Systems or RevOps engineers.

Requirements

8+ years of experience as a Solution Architect , Systems Architect , or GTM/ RevOps Systems Lead supporting enterprise-grade quote-to-cash environments.
Hands-on experience designing and integrating multiple CRM platforms (e.g., Salesforce, HubSpot, NetSuite, SugarCRM, Dynamics 365).
Strong proficiency with CPQ systems —ideally DealHub —including workflow design, quoting configuration, approval routing, and SKU/pricing architecture.
Demonstrated ability to integrate and manage complex integrations across GTM systems, including: Marketing automation (HubSpot or similar) Sales engagement platforms (SalesLoft, Outreach, Cognism) Data enrichment tools (ZoomInfo, Clearbit ) Contract/CLM tools ( LinkSquares ) Finance / ERP systems ( NetSuite ) Ticketing & product systems (JIRA)
Experience architecting data flows , APIs, ETL/ELT pipelines, and system interoperability using iPaaS, middleware, or custom development.
Deep understanding of quote-to-cash , subscription lifecycle management, order management, and billing workflows.
Proven ability to evaluate SaaS tools, reduce redundancy, and drive consolidation toward a more rationalized tech stack.
Experience owning system roadmaps, architectural diagrams, and strategic planning for GTM technology.
Strong capability in access control design , security best practices, and implementing principle of least privilege ( PoLP ) .
Familiarity with data lakes / lakehouses (e.g., Fabric, Databricks , BigQuery )
Ability to work with Digital Transformation teams to design and implement AI-powered GTM features (chatbot, summarization, ranking models, recommendations).
Experience with system monitoring , troubleshooting, performance optimization, and sandbox management.
Excellent communication and stakeholder-management skills across Marketing, Sales, Product, RevOps , Finance, CX, and Compliance.
Experience supporting audits, security questionnaires, and collaborating with Cybersecurity/Compliance teams.
Strong documentation habits— maintaining system diagrams, integration maps, and SOPs in Confluence or similar tools.

Nice To Haves

Prior experience with SugarCRM + DealHub + NetSuite specifically.
Hands-on skills with Azure ecosystem , particularly Microsoft Fabric .
Experience introducing AI/ML solutions into GTM motion (e.g., customer scoring, forecasting models).
Knowledge of iPaaS tools like Workato , Boomi, Celigo , or MuleSoft.
Background implementing RevOps or GTM analytics , attribution modeling, or data governance practices.
Experience in cybersecurity , SaaS , or other high-compliance industries.
Ability to build light internal tools or microservices (Python, Node.js, serverless functions).
Certifications such as: Salesforce Architect / Admin / Developer NetSuite Administrator or SuiteFoundation DealHub Specialist AWS/Azure Architect IT Service Management (ITSM)
Experience running RFPs, vendor evaluations, and global tool rollouts.
Prior leadership experience mentoring Systems or RevOps engineers.

Responsibilities

Collaborate with Marketing, Pre Sales, Sales, Product, Finance and CX on the design of our quote to cash process (DealHub/Sugar Serve) interfacing with our NetSuite for billings.
Own the vision and roadmap for CPQ (DealHub) to reduce time spent per quote and increase sales satisfaction with quoting.
Collaborate with Product Operations on the setup of new SKU / Pricing for product launch processes.
Own the integration design between CRM system and our in-house built Customer Portal (My OPSWAT), mainly for CX modules (cases, professional services, academy)
Own the solution design & project implementation planning of data flow between SugarCRM, DealHub, and all GTM systems, including but not limited to: ZoomInfo, SalesLoft, Cognism, HubSpot, LinkSquares, JIRA , CaptivateIQ, NetSuite, and our Data Master ( Fabric Lakehouse).
Collaborate with our Digital Transformation team to propose, design and implement more AI features for GTM systems (AI Chatbot, AI Summary Panel, AI Customer/Prospect Ranking, Case Solution recommendation, etc.)
Collaborate with our Enterprise Data team to design data pipelines to both feed Data Master and receive supplementary data from it.
Own CRM system sandboxes and make sure they are refreshed on a regular basis
Design CRM access control following principle of least privilege (PoLP).
Work with our Cybersecurity & Compliance team to answer audit questions, customer security questionnaires, security review, data retention & backup policy.
Perform system monitoring, troubleshooting, and performance optimization to ensure stability and UX performance.
Ensure proper documentation, architectural diagrams are updated on Confluence.
Research, recommend & participate in new solution evaluation & vendor engagement to make sure new tools can be used globally, do not overlap with an existing tool, and can integrate with the rest of our systems.