Sales System & Strategy (M&A)

Role & responsibilities

• Support post-merger integration activities for newly acquired businesses, including data migration, process alignment, and system onboarding (Salesforce, Ironclad, and related tools).
• Conduct and coordinate UAT for system migrations and enhancements, with a primary focus on Salesforce and Ironclad. Identify issues, document findings, and partner with technical teams to drive resolution.
• Document change management processes, including process flows, training materials, and communications to ensure smooth adoption of new systems and processes on internal wikis and knowledge bases.
• Provide daily support to Sales leads for M&A, assisting with project tracking, issue resolution, and coordination of integration tasks.
• Drive initiatives forward by tracking deliverables, following up with stakeholders, and ensuring accountability for project milestones.
• Identify process gaps and recommend improvements to enhance operational efficiency and data integrity.
• Assist the sales team in day-to-day operations through our sales ops help queues in order to drive business forward.

Preferred candidate profile

• Experience in sales operations, sales systems, business operations, or a related field; experience with M&A integration is a plus.
• Hands-on experience with Salesforce (required); experience with Ironclad or other contract lifecycle management tools is strongly preferred.
• Demonstrated experience in UAT, system migrations, or process improvement projects.
• Strong documentation skills, with the ability to create clear process flows, training guides, and change management materials.
• Excellent project management and organizational skills; able to manage multiple priorities in a fast-paced environment.
• Strong communication and interpersonal skills; able to work effectively with stakeholders at all levels.
• Analytical mindset with attention to detail and a drive for process optimization.Collaborative, team-oriented approach with a positive attitude and creative problem-solving skills.