LeanData was started by growth leaders who wanted to make the path to revenue easier — all without ever leaving Salesforce.

Meet our Platform: Revenue Orchestration and Automated Scheduling.

Revenue Orchestration is the easiest way to automate and connect every step of your revenue process, from initial buyer intent to upsells.

Scheduling provides friction-free meeting automation for every stage of the buyer journey.

<h2>LeanData helps the world’s fastest-growing companies automate, simplify, and accelerate revenue.</h2><h2>About the Role</h2>LeanData is looking for a high-impact Senior FP&amp;A Analyst to drive financial planning, strategic analysis, and business partnership across the organization. This role goes beyond execution, you will serve as a trusted advisor to business leaders, owning financial insights that shape key decisions and influence company direction.As a key member of the Finance team, you will lead planning processes, build scalable models, and proactively surface insights across revenue, spend, and overall business performance. You will have end-to-end ownership of key functions or business units and play a critical role in driving financial rigor and accountability.This role reports to the Director of FP&amp;A and offers high visibility across senior leadership in a fast-paced, high-growth SaaS environment.Hybrid: This role is based in our Santa Clara office, with a flexible hybrid schedule that includes three in-office days per week (Monday, Wednesday, and Thursday).<h2>What You’ll Do</h2><h3>Planning, Forecasting &amp; Business Leadership</h3><ul style="min-height:1.5em"><li>Own budgeting and forecasting, partnering directly with senior leaders to align financial plans with strategic priorities</li><li>Lead driver-based modeling across revenue, headcount, and operating expenses, ensuring scalability and accuracy</li><li>Proactively identify risks and opportunities, and influence decision-making through data-driven recommendations</li><li>Lead scenario planning and long-range forecasting to support strategic initiatives and executive planning</li><li>Act as a thought partner to GTM and G&amp;A leaders, challenging assumptions and driving financial accountability</li></ul><h3>Strategic Insights &amp; Executive Reporting</h3><ul style="min-height:1.5em"><li>Own monthly and quarterly business reviews, delivering clear, concise narratives to senior leadership</li><li>Translate financial and operational data into actionable insights that inform company strategy</li><li>Ensure consistency and integrity of key SaaS metrics (ARR, churn, NDR, CAC, etc.) across the organization</li><li>Proactively surface trends, risks, and opportunities with clear recommendations—not just analysis</li></ul><h3>Process Improvement &amp; Financial Infrastructure</h3><ul style="min-height:1.5em"><li>Drive improvements in FP&amp;A processes, reporting frameworks, and planning cadence to support scale</li><li>Lead automation efforts across forecasting and reporting workflows to reduce manual effort</li><li>Partner with Finance, Data, and Systems teams to enhance data quality and reporting infrastructure</li><li>Establish best practices for financial modeling, reporting, and cross-functional alignment</li></ul><h3>Data &amp; Advanced Analytics</h3><ul style="min-height:1.5em"><li>Leverage large datasets to inform forecasting, cohort analysis, and performance tracking</li><li>Utilize tools such as SQL and AI (e.g., ChatGPT, Claude) to deepen analysis and improve efficiency</li><li>Partner closely with Data teams to define metrics, improve data accessibility, and enhance reporting capabilities</li></ul><h2>Who You Are</h2><ul style="min-height:1.5em"><li>5+ years of experience in FP&amp;A, strategic finance, or related roles, ideally in a high-growth SaaS environment</li><li>Proven ability to own financial planning end-to-end.</li><li>Strong understanding of SaaS metrics (ARR, churn, NDR, CAC/LTV) and how they inform business decisions</li><li>Advanced modeling skills in Excel / Google Sheets with a focus on scalability and usability</li><li>Demonstrated ability to influence stakeholders and partner effectively with senior leadership</li><li>Strong business judgment with the ability to connect financial insights to strategic outcomes</li></ul><h2>Bonus Points</h2><ul style="min-height:1.5em"><li>Experience with SQL and large-scale data analysis</li><li>Familiarity with BI tools (Looker, Tableau, Power BI)</li><li>Exposure to data warehouses (Snowflake, BigQuery)</li><li>Experience working closely with Data or Analytics teams </li></ul><h2>Why Work at LeanData</h2><ul style="min-height:1.5em"><li>LeanData covers employee insurance premiums up to 90%</li><li>Stock options for all full-time employees</li><li>Flexible PTO</li><li>401(k) plan</li></ul>

Senior FP&A Analyst

LeanData helps the world’s fastest-growing companies automate, simplify, and accelerate revenue.As our People Operations Manager, you will be the expert and owner of the core programs that shape our employee experience. In this high-impact individual contributor role, you will manage the full scope of our People Operations function, from systems and compliance to benefits and payroll. You will be responsible for leading complex, cross-functional projects and serving as a strategic advisor to the business on all operational matters.<h2>Responsibilities</h2>Functional Management &amp; Execution<ul style="min-height:1.5em"><li>Manage the execution of key People Operations programs - including payroll, benefits, HRIS management, and compliance—ensuring operational excellence and accuracy.</li><li>Serve as the subject matter expert on our HR technology stack, leading initiatives to optimize systems and improve data integrity.</li><li>Act as the primary escalation point for complex operational issues, providing expert-level analysis and resolution.</li></ul>Project &amp; Process Improvement<ul style="min-height:1.5em"><li>Collaborate on high-impact, cross-functional projects central to People Operations, such as annual benefits open enrollment, performance management cycles, and new policy implementation.</li><li>Proactively audit and analyze existing HR processes, identifying gaps or inefficiencies, and designing and implementing scalable solutions.</li><li>Translate functional goals into actionable project plans, managing timelines, stakeholders, and deliverables to ensure successful outcomes.</li></ul>Strategic Advisory<ul style="min-height:1.5em"><li>Act as an advisor and consultant to leaders and employees on complex employee relations issues, compensation, and policy interpretation.</li><li>Utilize people analytics to provide data-driven insights on key metrics and trends, helping to inform business decisions and measure program effectiveness.</li></ul><h2>Qualifications</h2>Required Qualifications<ul style="min-height:1.5em"><li>7+ years of progressive experience in HR/People Operations.</li><li>Demonstrated experience leading complex, cross-functional HR projects from initial design to successful completion.</li><li>Deep subject matter expertise in at least two of the following areas: benefits administration, compensation, HRIS management, or employee relations.</li><li>Strong analytical skills with a proven ability to use data to identify trends and influence decisions.</li><li>Expertise in California and federal employment law and a track record of ensuring company-wide compliance.</li><li>Exceptional problem-solving skills, with the ability to navigate ambiguous situations and resolve complex issues with sound judgment.</li></ul>Preferred Qualifications<ul style="min-height:1.5em"><li>Experience in a fast-paced, high-growth B2B SaaS or technology environment.</li><li>Advanced proficiency with HRIS/payroll systems like ADP WorkforceNow, Workday, or BambooHR.</li><li>SHRM-SCP or SPHR certification.</li></ul>

Manager, People Operations

LeanData helps the world’s fastest-growing companies automate, simplify, and accelerate revenue.We are looking for a Product Designer who can take complex product requirements and turn them into intuitive, customer-centric experiences. You’ll play a key role in designing thoughtful, elegant solutions that empower users and improve the overall customer journey.This is a hands-on role for a designer eager to own end-to-end product design within a fast-paced SaaS environment. You’ll collaborate closely with Product, Engineering, and fellow designers to shape the experience of our core platform — from user flows to pixel-perfect UI. Join a small, high-impact design team where your work will directly influence how revenue teams operate every day.<h2>Responsibilities</h2>Product Strategy<ul style="min-height:1.5em"><li>Partner with product managers and engineers to translate business goals and user needs into actionable design solutions.</li><li>Contribute to the vision and strategy for your product area, ensuring designs align with customer outcomes and company priorities.</li><li>Participate in user research and usability testing to validate hypotheses and improve design decisions. Advocate for user-centered design principles and accessibility throughout the product development process. </li></ul>Execution<ul style="min-height:1.5em"><li>Design user flows, wireframes, mockups, and prototypes that clearly communicate interaction and design intent.</li><li>Create and maintain visual assets, components, and design patterns aligned with LeanData’s brand and design system.</li><li>Deliver detailed specifications and interaction documentation for developers to ensure design quality and consistency.</li><li>Iterate based on feedback from stakeholders, users, and data insights to continuously refine the experience.</li><li>Manage multiple projects simultaneously, balancing priorities and deadlines effectively. </li></ul>Collaboration and Influence<ul style="min-height:1.5em"><li>Collaborate closely with Product Managers, Engineers, and fellow Designers to deliver cohesive, high-quality user experiences.</li><li>Present design concepts and rationale clearly to stakeholders and cross-functional partners.</li><li>Participate in regular design critiques — offering and receiving constructive feedback to elevate team output.</li><li>Help evolve the design system and collaborate with engineering to ensure consistent implementation across products. </li></ul>Impact<ul style="min-height:1.5em"><li>Deliver designs that drive measurable impact on user satisfaction, adoption, and engagement.</li><li>Support and measure post-launch outcomes to identify opportunities for iteration and improvement.</li><li>Contribute to a culture of design excellence and continuous improvement within the team.</li><li>Shape experiences that help customers accelerate revenue and realize value from LeanData’s products. </li></ul><h2>Qualifications</h2>Required Qualifications<ul style="min-height:1.5em"><li>Bachelor’s degree in Graphic Design, Digital Design, Visual Communications, Human–Computer Interaction, or a related field.</li><li>2+ years of experience designing user interfaces and experiences for web applications or SaaS products.</li><li>Proven ability to design intuitive, visually appealing, and functional digital experiences.</li><li>Proficiency in modern design and prototyping tools (e.g., Figma, Sketch, Adobe XD).</li><li>Experience working within an established brand or design system.</li><li>Strong attention to detail and a passion for clean, user-centered design.</li><li>Excellent communication and presentation skills. </li></ul>Preferred Qualifications<ul style="min-height:1.5em"><li>Experience in B2B SaaS or marketing automation products (e.g., Salesforce, Marketo, HubSpot).</li><li>Familiarity with Agile product development processes.</li><li>Understanding of front-end technologies (HTML, CSS, JavaScript) and how they influence design feasibility.</li><li>Experience contributing to or maintaining a design system.</li><li>Strong portfolio demonstrating design process, visual design, and interaction design skills.</li></ul>

Product Designer

LeanData helps the world’s fastest-growing companies automate, simplify, and accelerate revenue. The Director of ISV Go-To-Market will be responsible for transforming LeanData’s strategic technology partnerships across the GTM ecosystem (including Sales Engagement, intent data, enrichment, and conversational marketing platforms) into scalable, revenue-producing channels.This role reports directly to the SVP of Business Development ans is accountable for building and executing a formal nearbound and co-sell motion, aligning partner strategies with LeanData’s ideal customer profile, and driving measurable partner-influenced pipeline and revenue.Hybrid: <h2>Key Responsibilities:</h2>Revenue Leadership<ul style="min-height:1.5em"><li>Own and deliver $1.5M in annual Partner-Influenced ARR, with clear accountability for pipeline creation, forecasting, and revenue impact.</li><li>Lead joint account planning with 5-10 strategic partners including Salesforce and Microsoft and aligned with the internal sales teams key accounts.</li></ul><ul style="min-height:1.5em"><li>Develop joint value propositions, use cases, and go-to-market plans with executive alignment across partner organizations.</li><li>Design, implement, and scale a repeatable Co-Sell Playbook enabling LeanData’s sales organization to consistently win through partner engagement. </li></ul>Sales Enablement &amp; Internal Alignment<ul style="min-height:1.5em"><li>Partner closely with Sales Leadership to embed ISV co-selling into core sales motions, clear guidance on when and how to engage partners throughout the sales cycle</li><li>Leverage Crossbeam and Reveal to identify ICP overlap, prioritize target accounts, and enable warm, executive-level introductions.</li><li>Serve as the internal authority on nearbound strategy, partner economics, and ISV GTM best practices. </li></ul><h2>Key Requirements:</h2><ul style="min-height:1.5em"><li>10+ years of experience in SaaS, including 8+ years in ISV partnerships, alliances, or partner GTM leadership. </li><li>Established executive-level relationships within the GTM and MarTech ecosystem. </li><li>Deep expertise in Salesforce and nearbound technologies, including Crossbeam and Reveal. </li><li>Demonstrated success building partner motions that produce predictable, scalable revenue. </li><li>Strategic, data-driven leader with a proven ability to convert account overlap into closed-won business. </li></ul><h2>Why work at LeanData:</h2><ul style="min-height:1.5em"><li>LeanData covers employee insurance premiums up to 90%</li><li>Stock options in LeanData for all full-time employees</li><li>Flexible PTO</li><li>401K plan</li></ul>

Director, ISV GTM & Strategic Alliances

LeanData helps the world’s fastest-growing companies automate, simplify, and accelerate revenue.LeanData is searching for a Corporate Controller who is excited to lead a high-performing GL Accounting team while maintaining a focus on process improvement and scalability. In this role, you will oversee accounting operations, revenue recognition, payroll, tax, treasury, and stock administration. LeanData is fortunate to be in a growth stage, so in addition to the day to day operations, you will work within and across departments to implement systems, improve processes and expand existing policies. This role reports directly to the CFO and the ideal candidate will be comfortable working within a fast-paced environment while still maintaining a close attention to detail.This position is based in our Santa Clara, CA office, operating on a hybrid basis.Financial Operations and Team Management<ul style="min-height:1.5em"><li>Manage the team responsible for day-to-day operations to produce timely and accurate financial information for internal and external reporting purposes.</li><li>Lead the general ledger activities, including the review of journal entries and account reconciliations.</li><li>Oversee the month-end financial statement analysis and flux commentaries.</li><li>Treasury, disbursements,<a target="_blank" rel="noopener noreferrer nofollow" href="http://bill.com"> </a><a target="_blank" rel="noopener noreferrer nofollow" href="http://Bill.com">Bill.com</a>, credit/debit card management, and intercompany cash movement.</li></ul>Process Improvements, Systems, and Controls<ul style="min-height:1.5em"><li>Develop and execute a roadmap for implementing/improving processes and controls to scale the accounting function and safeguard assets.</li><li>Develop strategy for future system implementations and enhancements/upgrades.</li><li>Controls build-out toward audit readiness.</li><li>Enablement of Budget vs Actual (BvA) reporting and Forecast (FCST) roll forward.</li></ul>Compliance, Audit, and Technical Accounting<ul style="min-height:1.5em"><li>Own audit processes and proactively communicate with auditors on accounting for complex transactions.</li><li>Ensure domestic and international compliance for the global setup.</li><li>Technical accounting (stock compensation, revenue recognition, warrants, capitalization of software, tax, and deferred tax).</li><li>Sales tax, Federal and State income tax filings, international tax, and other compliance matters.</li></ul>Financial Reporting and Due Diligence<ul style="min-height:1.5em"><li>Lead or assist in due diligence reviews.</li><li>Oversee tax-related aspects, including domestic and international compliance with sales tax, income tax filings, and other tax obligations.</li></ul>Requirements:<ul style="min-height:1.5em"><li>12+ years of related experience, including at least 3 years of public accounting experience (Big 4 preferred) and 3 years managing a team.</li><li>Proven track record in building and managing high-performing accounting teams.</li><li>Strong understanding of US GAAP and accounting operations.</li><li>Strong analytical skills, with the ability to interpret data and produce meaningful reports.</li><li>Bachelor’s degree in accounting, finance, or related field; CPA preferred.</li><li>Desire to roll up your sleeves, prioritize work, and drive results.</li></ul>Why work at LeanData:<ul style="min-height:1.5em"><li>Stock options in LeanData for all full-time employees</li><li>Flexible PTO</li><li>Employee insurance premiums up to 90%</li><li>401K plan</li></ul>

Corporate Controller

Director, Mid-Market Customer Success LeanData helps the world’s fastest-growing companies automate, simplify, and accelerate revenue. We are hiring a Director of Customer Success to lead and scale our Mid-Market Customer Success organization. Reporting to the Chief Customer Officer, this role will own the end-to-end customer success strategy, including segmentation and engagement models, and play a critical role in shaping the future of our customer experience.You will partner closely with Sales, RevOps, Product, and Support to ensure our customers achieve quantifiable outcomes, directly impacting our gross and net revenue retention targets. This is an exciting opportunity to build the foundation for long-term scale in a company that sits at the heart of the modern revenue stack.Hybrid:This is a hybrid role with two in-office (Santa Clara) days per week. Responsibilities:Strategic Leadership<ul style="min-height:1.5em"><li>Shape and own the comprehensive Mid-Market Customer Success strategy, defining engagement models and success planning to ensure scalability and durability.</li><li>Lead the evolution of the CS organization by building leadership strength, creating succession plans, and establishing clear career paths for a high-performing team.</li><li>Manage a team of highly motivated and brilliant Customer Success Managers.</li><li>Design and implement scalable CS operating models, including onboarding frameworks, health scoring methodologies, and renewal processes that align with long-term company vision.</li><li>Drive the operationalization of a "CS AI" motion for SMB accounts to maximize efficiency while maintaining high customer satisfaction.</li></ul>Execution &amp; Delivery<ul style="min-height:1.5em"><li>Direct the execution of playbooks for renewals, risk mitigation, product adoption, and expansion motions across complex Salesforce environments.</li><li>Establish and refine early-warning systems for churn risk, enabling the team to engage proactively and secure customer retention.</li><li>Oversee the management of high-impact customer issues, serving as the senior point of escalation and resolution.</li><li>Leverage Salesforce and CS tooling to drive consistency, visibility, and operational rigor across the department.</li></ul>Collaboration &amp; Communication<ul style="min-height:1.5em"><li>Act as a primary voice of the customer across the organization, influencing the Product roadmap and Engineering priorities based on deep customer insights.</li><li>Partner intimately with Sales and Account Management leadership to align on renewals, expansions, and strategic account growth initiatives.</li><li>Collaborate with Marketing to generate customer advocacy, secure references, and produce compelling case studies.</li><li>Lead high-level business reviews and strategic planning sessions with key stakeholders to ensure cross-functional alignment.</li></ul>Metrics &amp; Outcomes<ul style="min-height:1.5em"><li>Own and deliver on gross revenue retention targets for the Mid-Market CS organization.</li><li>Ensure customers achieve measurable outcomes tied to revenue efficiency, pipeline conversion, and GTM alignment.</li><li>Define, track, and report on critical CS metrics, including adoption rates, engagement scores, and overall customer health.</li><li>Drive measurable improvements in time-to-value and customer satisfaction scores.</li></ul>Qualifications:Required Qualifications<ul style="min-height:1.5em"><li>8-12 years of experience in Customer Success, Account Management, or post-sales leadership within the B2B SaaS industry.</li><li>3+ years of experience as a people manager specifically leading and scaling Customer Success teams, with a track record of developing talent and managers.</li><li>Demonstrated success in owning and hitting Gross Revenue Retention (GRR) and expansion targets.</li><li>Strong operational mindset with the ability to analyze data and translate it into executive-level strategy.</li><li>Experience engaging with and supporting mid-market and enterprise customers through complex implementations.</li><li>Degree from well-regarded university</li></ul>Preferred Qualifications<ul style="min-height:1.5em"><li>Experience scaling Customer Success functions from mid-market to enterprise in a high-growth environment.</li><li>Technical familiarity with Salesforce-native platforms or RevOps/GTM infrastructure products.</li><li>Background in RevOps, Sales Ops, Marketing Ops, or revenue intelligence platforms.</li><li>Experience aligning CS motions with both Sales-led and Product-led growth strategies.</li><li>Familiarity with managing multi-product SaaS portfolios.</li></ul>Why work at LeanData:<ul style="min-height:1.5em"><li>Stock options in LeanData for all full-time employees</li><li>Flexible PTO</li><li>Employee insurance premiums up to 90%</li><li>401K plan</li></ul>

Director, Mid Market Customer Success

LeanData helps the world’s fastest-growing companies automate, simplify, and accelerate revenue.We are looking for a Senior Site Reliability Engineer to lead the strategic evolution of our cloud infrastructure. Reporting directly to the SVP of Engineering, this role is designed for a builder - someone who wants to move beyond maintenance and into the realm of architectural transformation.You will have the autonomy to evaluate our existing AWS footprint and lead the charge in modernizing our environment. Your mission is to take a high-velocity system and implement the best practices, guardrails, and automated architectures that will support our next 10x of scale. You will be the primary authority on reliability, performance, and infrastructure security.Please note: This is a hybrid role based in our Santa Clara, CA office, with an in-office schedule of two days per week – Monday and Wednesday.<h2>Key Responsibilities</h2><ul style="min-height:1.5em"><li>Architectural Modernization: Lead the design and implementation of a scalable, "Cloud-First" AWS architecture. You will drive the transition toward fully automated, state-of-the-art Infrastructure as Code (Terraform).</li><li>High Availability &amp; Resilience: Design and implement robust Disaster Recovery (DR) and Business Continuity plans, moving our services toward a zero-downtime deployment model.</li><li>Performance &amp; Capacity Engineering: Own the strategy for capacity planning and autoscaling. You will optimize our compute resources (EC2, Lambda) to handle bursty traffic patterns with precision and cost-efficiency.</li><li>Advanced Observability: Define our monitoring and alerting philosophy using New Relic for deep APM and system insights. Partner this with IncidentIO to ensure we catch and resolve issues before they impact customers.</li><li>Streamlined CI/CD: Partner with feature teams to refine Change Management and CI/CD pipelines, ensuring code moves from "commit" to "production" safely and predictably.</li><li>Cloud Security: Harden our network architecture and application security posture, including WAF management and secure service-to-service communication.</li></ul><h2>The Tech Stack</h2><ul style="min-height:1.5em"><li>Cloud Infrastructure: AWS (EC2, Lambda, SQS, SNS, ALB, API Gateway, S3, WAF).</li><li>Observability &amp; Incident Response: New Relic (APM/Infrastructure), IncidentIO.</li><li>Automation &amp; Tools: Terraform, Redis/Elasticache, Shell Scripting, NPM/PM2.</li><li>Application Ecosystem: NodeJS, Python, C#, Angular, Apex.</li><li>Integration: Salesforce Managed Packages, MSFT Dynamics365.</li></ul><h2>Who You Are</h2><ul style="min-height:1.5em"><li>Experienced Architect: 5+ years of experience in SRE, DevOps, or Systems Engineering, with a proven track record of managing complex AWS environments.</li><li>Proven Incident Commander: You demonstrate calm, decisive leadership during high-pressure outages. You have extensive experience running blameless postmortems and, crucially, driving the remediation work needed to prevent recurrence.</li><li>Observability Pro: You have deep experience configuring New Relic (or similar platforms) to create meaningful dashboards, SLIs, and SLOs.</li><li>Automation Advocate: You believe that manual intervention is a bug. You have deep experience with Terraform and a "Code-First" approach to infrastructure.</li><li>Strategic Problem Solver: You can look at a complex, "needs-based" architecture and formulate a clear, prioritized roadmap to move it toward industry best practices.</li><li>Collaborative Leader: You enjoy working with feature engineers to help them build "reliability-by-design" into their services.</li><li>Education: A Bachelor’s degree in Computer Science, Engineering, or a related technical field (or equivalent professional experience).</li></ul> Why work at LeanData:<ul style="min-height:1.5em"><li>LeanData covers employee insurance premiums up to 90%</li><li>Stock options in LeanData for all full-time employees</li><li>Flexible PTO</li><li>401K plan</li><li>401K plan</li></ul>

Senior Site Reliability Engineer

LeanData helps companies orchestrate their go-to-market strategy aligned with the buyer journey to fuel efficient growth. We’re looking for a Senior Manager of Solutions Marketing to define and lead our solution-level go-to-market strategy across a growing product portfolio. This role sits at the intersection of Product, Sales, and Marketing and is responsible for articulating the collective value of LeanData as an end-to-end solution. You’ll think holistically across our products and personas to create differentiated positioning, drive pipeline growth, and influence product and GTM strategy.Reporting directly to the VP of Product Marketing, you’ll be the first solutions marketer at LeanData, so the ideal candidate is a product marketing leader who is comfortable in the ambiguous, thrives with a challenge, enjoys connecting dots across teams, and is passionate about translating capabilities into compelling business outcomes.Hybrid: This is a hybrid role with two days in office; Monday and Wednesday.What You’ll Do<ul style="min-height:1.5em"><li>Solution Strategy, Positioning &amp; Messaging - Define LeanData’s solution-level positioning and value propositions across the product portfolio, aligned to customer challenges and value-based outcomes; Evolve our new solution value framework, ensuring consistency across internal and external resources, campaigns, sales motions, and customer communications, continually validating with our customers</li><li>Go-to-Market Strategy &amp; Execution - Develop solution-level sales enablement assets (decks, one-pagers, talk tracks, use-case narratives, customer stories, ROI models) that support how sellers position LeanData; Partner with customer-facing teams to effectively convey the value and solutions of LeanData in customer conversations</li><li>Partner GTM - Define the role of LeanData’s partner ecosystem within the overall solution strategy and value proposition; Develop solution narratives that clearly articulate how LeanData, together with our key partners, delivers end-to-end outcomes for customers, including the support of partner launches and integrations in partnership with our product and partnership teams</li><li>Cross-Functional Leadership &amp; Collaboration - Act as a strategic partner to GTM leadership, helping shape solution selling motions, deal strategy, and enablement priorities; Work with the broader Product Marketing team to ensure strong alignment between product-level and solution-level GTM efforts</li></ul>What We’re Looking For<ul style="min-height:1.5em"><li>You’re a storyteller and translator, and have a knack for connecting the pieces together to teller a bigger picture story</li><li>You’re a team player who enjoys collaborating with a maturing product marketing function</li><li>6+ years of experience in B2B SaaS product marketing or solutions marketing, ideally in an enterprise environment</li><li>Proven experience defining and launching cross-product solutions with measurable business impact</li><li>Strong strategic thinker who can zoom out to define solution narratives and zoom in to execute with excellence</li><li>Exceptional cross-functional leadership skills and the ability to influence without authority</li><li>Data-driven mindset with experience tying GTM efforts to pipeline and revenue outcomes</li><li>Comfortable operating in ambiguity and fast-paced environments with multiple stakeholders</li></ul> Why work at LeanData:<ul style="min-height:1.5em"><li>LeanData covers employee insurance premiums up to 90%</li><li>Stock options in LeanData for all full-time employees</li><li>Flexible PTO</li><li>401K plan</li></ul>

Senior Manager, Solutions Marketing

LeanData helps the world’s fastest-growing companies automate, simplify, and accelerate revenue.We are seeking a hands-on Growth Marketing Automation Manager (AI-Enabled) to own and optimize our email nurture and retargeting database programs. Reporting to the VP of Demand Generation, this individual will be directly responsible for new business pipeline creation and stage acceleration through automated marketing programs. You will also be responsible for governance throughout our database and support a limited set of communications and select lifecycle moments.This is a role for someone who:<ul style="min-height:1.5em"><li>loves being in the tools (especially HubSpot),</li><li>thinks in systems and feedback loops,</li><li>drives performance through experimentation,</li><li>uses AI-enabled methods to move faster and continuously improve results.</li></ul>You will be directly responsible for the channel from strategy through execution, reporting, and iteration, using Asana to run work with clarity and high ownership.This is a hybrid role based in our Santa Clara, CA office.<h2>What you'll do</h2>Own nurture and retargeting strategy<ul style="min-height:1.5em"><li>Serve as the directly responsible individual for LeanData's nurture engine, owning strategy, build, execution, and performance for email nurture (always-on and campaign-based), database re-engagement programs, and retargeting audiences with suppression logic.</li><li> Partner with Demand Gen and Paid Media to ensure messaging orchestration and database lists across channels, stages, and personas.</li></ul>Drive new business pipeline through growth nurture<ul style="min-height:1.5em"><li>Build and optimize nurture programs that drive inquiry → MQL → SQL progression and support pipeline creation as well as customer marketing nurture initiatives.</li><li>Develop segmentation frameworks based on areas such as persona, role, industry, account tier, engagement signals and intent, stage, and product interest.</li><li>Own nurture program performance analysis and optimization, including conversion diagnostics and stage acceleration improvements.</li><li>Align nurture with sales motion (SDR/AE workflows), ensuring the right touches at the right time.</li></ul>Support select marketing communications<ul style="min-height:1.5em"><li> Support marketing communications that may include key announcements, webinar/event invitations, and targeted milestone or "what's next" messaging.</li></ul>Manage HubSpot with strong database governance<ul style="min-height:1.5em"><li>Build and manage HubSpot programs end-to-end including workflows and automation logic, segmentation and list management, triggered journeys, personalization and dynamic content, suppression and frequency controls, and dashboards for attribution reporting and program measurement.</li><li>Establish and maintain database governance framework to ensure data quality, proper segmentation, lifecycle stage accuracy, and clean lead routing across all programs.</li><li>Ensure database and lifecycle structure enables scalable, measurable programs.</li><li>Maintain best practices in deliverability, list hygiene, and consent/compliance.</li><li>Partner with RevOps to ensure HubSpot and Salesforce alignment for routing, lifecycle stages, field mapping, and campaign attribution.</li></ul>Use AI-enabled execution for continuous optimization<ul style="min-height:1.5em"><li> Operationalize AI-enabled workflows to increase speed, testing velocity, and program quality including scalable copy/creative iteration, rapid segmentation hypothesis development, automated insights summaries and performance analysis workflows, and building reusable prompt libraries and campaign playbooks.</li><li>Establish closed-loop optimization system: performance → insight → hypothesis → experiment → learning → iteration.</li><li>Contribute to a team-wide culture of curiosity and continuous improvement.</li></ul><h2>What we're looking for</h2><ul style="min-height:1.5em"><li>2-5 years experience in B2B marketing automation, nurture/lifecycle programs, or demand generation (SaaS preferred).</li><li>Strong hands-on expertise in HubSpot including workflows, lists, segmentation, automation, and reporting.</li><li>Proven experience with HubSpot and Salesforce alignment including routing, lifecycle stages, and field mapping.</li><li>Track record owning and optimizing nurture programs tied to growth and pipeline outcomes.</li><li>Experience establishing database governance practices and maintaining data quality across marketing programs.</li><li>High performance and experimentation mindset: you test, learn, document, and improve.</li><li>Comfortable partnering with Sales and RevOps in a multi-stage funnel and enterprise motion.</li><li>Self-starter with high ownership and curiosity; able to thrive in a fast-moving environment.</li></ul><h2>Nice to have</h2><ul style="min-height:1.5em"><li>Experience in the Sales/Marketing technology space.</li><li>Exposure to enrichment/intent signals (Demandbase, 6Sense, G2, Bombora, Clearbit, ZoomInfo).</li><li>Practical experience implementing AI-enabled workflows in marketing operations or nurture strategy.</li><li>Salesforce Certification<h2>Success looks like…</h2></li><li>Nurture programs consistently improve key funnel conversions and pipeline creation.</li><li>Database governance ensures accurate lifecycle stages, and reliable lead routing.</li><li>Retargeting audiences are aligned to stage, intent, and messaging strategy.</li><li>Higher testing velocity and smarter iteration through AI-enabled workflows.</li><li>Strong documentation/playbooks that scale what works.</li></ul> Why work at LeanData:<ul style="min-height:1.5em"><li>LeanData covers employee insurance premiums up to 90%</li><li>Stock options in LeanData for all full-time employees</li><li>Flexible PTO</li><li>401K plan</li></ul>

Growth Marketing Automation Manager (AI-Enabled )

LeanData helps the world’s fastest-growing companies automate, simplify, and accelerate revenue.We are seeking a GTM Engineer (Data &amp; AI) to be the lead architect of our autonomous revenue engine. This is a critical role focused on building the Data and Context layers that serve as the "brain" for our AI strategy. We aren't just looking for someone to manage tools, we want a builder who can accelerate our agentic GTM automation, where workflows don't just follow rules, but reason through signals to power the entire customer journey.You will be empowered to use your technical depth to design, test, and scale a system that eliminates manual friction and turns the funnel into a high-velocity machine. This is a highly cross-functional role where you will work directly with GTM VPs to define their growth strategies.Reporting into the Head of Revenue Operations, you will have a seat at the table with the C-suite to help define the future of RevOps in the GTM tech industry.Hybrid: This role is based in our Santa Clara, CA office and requires in-office presence on Mondays and Wednesdays each week.What you will be doing:<h3></h3><ul style="min-height:1.5em"><li>Architect the GTM Intelligence Foundation. Design and manage a unified data layer that merges structured (DataLake/APIs/MCPs) and unstructured signals (Calls/Emails/Chats) for agentic reasoning and consumption</li><li>Engineer Agentic Workflows. Build autonomous systems that sit in the execution path of the funnel, blending probabilistic AI reasoning with deterministic logic to automate complex decisions across Marketing, Sales, and CX</li><li>Lead our predictive modeling efforts. Own the logic and technical setup for scoring and propensity models ensuring they are integrated into the agentic orchestration layer</li><li>Prototype and Scale GTM Innovation. Rapidly build and test new AI-native concepts and turn the successful ones into standard operating procedure</li></ul><h3></h3>Requirements:<ul style="min-height:1.5em"><li>Engineering-First Mindset. 5+ years in GTM Systems, RevOps, or Data Engineering with a focus on technical workflows. A technical degree or equivalent background is preferred</li><li>Context Orchestrator. You have built complex data flows across Data Warehouses, APIs, and MCP servers and have hands-on experience building the context layers for AI judgment</li><li>Track record of shipping GTM logic, like scoring, routing, and lifecycle automation, that measurably moved the needle on pipeline or retention.</li><li>Hands-on experience with modern orchestration platforms and understand how to orchestrate LLMs, enrichment waterfalls, and agentic workflows.</li><li>Possess a structured approach to problem-solving and a natural instinct to simplify and automate manual processes rather than adding complexity </li></ul>Why work at LeanData:<ul style="min-height:1.5em"><li>LeanData covers employee insurance premiums up to 90%</li><li>Stock options in LeanData for all full-time employees</li><li>Flexible PTO</li><li>401K plan</li></ul><h3></h3>

GTM Engineer (Data & AI)

LeanData helps the world’s fastest-growing companies automate, simplify, and accelerate revenue.We are seeking a Content Marketing Specialist who will help power LeanData’s content engine, turning strategy into execution across blogs, email, social, video, and web. This role is responsible for publishing, optimizing, and distributing content that builds brand visibility, supports campaigns, and drives business impact. Working closely with the Senior Manager of Content Strategy and marketing partners across the organization, the Specialist ensures content reaches the right audience, performs well, and stays aligned with company priorities.This is an ideal opportunity for a detail-oriented B2B SaaS marketer who enjoys writing, using AI tools, and managing content across platforms. The right candidate is excited to work on a collaborative team, learn quickly, and contribute to a fast-growing company focused on go-to-market orchestration.This role reports to the Senior Manager, Content Strategy in Demand Generation and is based in our Santa Clara, CA office on Monday and Wednesday each week.What you will do:<ul style="min-height:1.5em"><li>Own blog execution end-to-end, including drafting posts (with guidance), publishing in WordPress, formatting, basic SEO and AEO, and ongoing optimization.</li><li>Produce and publish the LeanData newsletter in HubSpot, including copywriting and performance reporting.</li><li>Run all LeanData social programs including Sprout Social Advocacy, uploading content for employees, creating posts, recruiting participants, and tracking engagement.</li><li>Maintain and update the Content Calendar in Asana, ensuring new assets are documented and aligned to campaigns.</li><li>Support website content cleanup and archiving, updating pages, and working with the web developer on maintenance.</li><li>Draft, upload and publish LeanData Newsroom articles, with final review by the Senior Manager.</li><li>Upload and organize content in a content management system (GTM Buddy or similar), including archiving old content</li><li>Write and publish content for LeanData’s annual conference, OpsStars, including promo blogs, corresponding social posts, manage video communications with videographer, and upload videos to YouTube</li><li>Monitor AI SDR conversations (Qualified), surface patterns or issues, and suggest prompt refinements to improve performance.</li></ul><ul style="min-height:1.5em"><li>Support event content needs by promoting on Sprout Social Advocacy and coordinating with speakers and design on presentation slides and session assets.</li><li>Manage LeanData’s YouTube channel, including uploading videos, writing descriptions, tagging, organizing playlists, and optimizing for discovery.</li></ul>Required skills and capabilities:<ul style="min-height:1.5em"><li>2–3 years of experience in B2B SaaS content marketing, ideally in a high-growth technology company.</li><li>Strong writing skills for B2B SaaS technology audiences, particularly RevOps, Marketing Ops, Sales Ops, and GTM leaders.</li><li>Familiarity with Large Language Models (LLMs) and prompt engineering, with practical experience using AI tools to create, refine, and repurpose content.</li><li>Ability to collaborate effectively with Product Marketing, Customer Marketing, and Field Marketing on campaign needs.</li><li>Understanding of LinkedIn social strategy and employee advocacy programs, including how to create shareable, professional content that performs well in-feed.</li><li>Strong attention to detail, organization, and follow-through across multiple concurrent projects.</li><li>Comfortable working in a cross-functional environment</li></ul><ul style="min-height:1.5em"><li>Bachelor’s degree in Marketing, Communications, Technical Writing, English, or Journalism (or closely related field).</li></ul>Preferred software/tools experience:The ideal candidate should have working familiarity with most of the following (with willingness to learn the rest):<ul style="min-height:1.5em"><li>Email/newsletter publishing (Hubspot or similar marketing automation platform)</li><li>Web content publishing and formatting (Wordpress)</li><li>Basic visual creation (Canva, Adobe Creative Studio, or similar)</li><li>Project management and content calendar tools (Asana, Airtable or similar)</li><li>Video publishing and optimization for YouTube Creator Studio</li><li>Employee advocacy and social publishing (Sprout Social, Hootsuite, or similar)</li><li>Basic website reporting and interpretation (Google Analytics, Ahrefs, Semrush, or similar)</li><li>Video hosting and sharing (Vidyard or similar)</li><li>Generative AI writing tools (<a target="_blank" rel="noopener noreferrer nofollow" href="http://Jasper.ai">Jasper.ai</a> or similar)</li></ul> Why work at LeanData:<ul style="min-height:1.5em"><li>LeanData covers employee insurance premiums up to 90%</li><li>Stock options in LeanData for all full-time employees</li><li>Flexible PTO</li><li>401K plan</li></ul>

Content Marketing Specialist

LeanData helps the world’s fastest-growing companies automate, simplify, and accelerate revenue.We’re seeking a Principal Deal Desk Strategist to drive strategic initiatives across the commercial engine, owning complex enterprise deals while designing scalable processes, governance, and systems that enable revenue growth. Reporting directly to the CFO, you will be a trusted advisor to Sales leadership, shaping deal strategy, optimizing commercial outcomes, and influencing enterprise-wide revenue decisions.Hybrid : This role is based in our Santa Clara office, with in-office days on Monday, Wednesday, and Thursday.<h1>What You’ll Do</h1><h1></h1><h3>Strategic Deal Leadership</h3><ul style="min-height:1.5em"><li>Lead the strategy and execution of complex, high-value deals, ensuring alignment with business priorities and revenue goals. </li><li>Serve as a trusted advisor to senior AEs and Sales leadership, influencing deal structure, pricing, and risk mitigation across the enterprise. </li><li>Act as the final approver on exceptions to pricing, terms, and discounting policy, balancing deal velocity with commercial integrity. </li><li>Partner with Legal and Finance to remove blockers, manage risk, and ensure revenue recognition compliance, shaping enterprise-wide deal practices. </li></ul><h3>Process, Systems &amp; Strategic Initiatives</h3><ul style="min-height:1.5em"><li>Drive strategic automation and process improvements that reduce friction, accelerate cycle times, and scale across the organization. </li><li>Own the CPQ system architecture, pricing rules, and approval workflows, leading initiatives that expand capability and adoption. </li><li>Develop playbooks, templates, and SOPs that empower the sales team while maintaining oversight on strategic deals. </li></ul><h3>Cross-Functional Collaboration &amp; Enablement</h3><ul style="min-height:1.5em"><li>Collaborate with Sales Operations, RevOps, and Finance to align strategy, standardize operations, and share insights across teams. </li><li>Lead enablement initiatives for Sales on pricing, product packaging, and commercial best practices. </li><li>Drive actionable recommendations to optimize revenue strategy and deal outcomes, influencing enterprise decision-making. </li></ul><h3>Governance, Policy &amp; Analytics</h3><ul style="min-height:1.5em"><li>Own pricing models, discounting guidelines, and approval matrices, proactively identifying policy gaps and driving updates as the business scales. </li><li>Track and analyze deal desk metrics—cycle time, discount rates, win/loss trends, and approvals—to provide insights that inform executive decisions. </li><li>Partner with leadership to translate deal insights into strategic recommendations that enhance revenue performance and commercial effectiveness. </li></ul><h1>What We’re Looking For</h1><ul style="min-height:1.5em"><li>8–10+ years of experience in Deal Desk, Sales Operations, or closely related commercial roles at high-growth SaaS or technology companies. </li><li>Proven ability to structure, advise on, and influence complex enterprise deals with multiple stakeholders, custom terms, and non-standard pricing. </li><li>Hands-on experience with CPQ and CRM systems (Salesforce required) and a track record of leading automation and process initiatives. </li><li>Deep understanding of SaaS revenue recognition principles (ASC 606) and financial/commercial implications of deal strategy. </li><li>Exceptional analytical skills, including modeling, risk assessment, and presenting strategic insights to executives. </li><li>High executive presence with the ability to influence, challenge, and drive alignment across senior stakeholders. </li><li>Strategic mindset with a bias for scalable processes, automation, and driving enterprise-wide initiatives.</li></ul><h1>Why LeanData</h1><ul style="min-height:1.5em"><li>Comprehensive benefits: covers employee insurance premiums up to 90% </li><li>Stock options for all full-time employees </li><li>Flexible PTO </li><li>401K plan </li></ul>

Principal Deal Desk Strategist

LeanData helps the world’s fastest-growing companies automate, simplify, and accelerate revenue. Trusted by over 1,000 customers including OpenAI, Snowflake, Shopify, Siemens, and Palo Alto Networks. LeanData sits at the center of the modern revenue stack.As LeanData expands into EMEA, we’re hiring an Enterprise Account Executive in the region reporting directly to the Head of Sales. This is a rare opportunity to play a foundational role in establishing LeanData’s enterprise go-to-market presence across EMEA, while selling a proven product with strong brand recognition and customer love.In this role, you’ll own the full enterprise sales cycle and work with sophisticated, high-growth companies across the region. You’ll partner closely with global GTM, Marketing, and Revenue teams, while helping shape how we sell, position, and win in EMEA. This role is ideal for a self-starter who thrives in ownership, ambiguity, high impact and is confident in communicating the value of LeanData with AI.London based preferred.<h3>What you’ll be doing</h3><ul style="min-height:1.5em"><li>Own and lead the full, end-to-end enterprise sales process across EMEA </li><li>Build LeanData’s enterprise customer relationships in the region, acting as a trusted advisor to senior stakeholders and C-level executives </li><li>Collaborate cross-functionally with Account Development, Marketing, and Revenue Enablement to build and progress pipeline </li><li>Proactively prospect and identify new, qualified enterprise opportunities </li><li>Present and demonstrate LeanData’s value to executive audiences, tailoring messaging to regional market needs </li><li>Consistently achieve and exceed revenue targets </li><li>Play a key role in shaping LeanData’s EMEA sales motion, feedback loops, and enterprise GTM strategy </li></ul><h3>What we’re looking for</h3><ul style="min-height:1.5em"><li>5+ years of quota-carrying sales experience, ideally selling to enterprise customers </li><li>Proven track record of exceeding quota in a consultative or solution-selling environment </li><li>Strong understanding of enterprise sales processes, business value, and ROI-driven selling </li><li>Solid business acumen and knowledge of B2B sales and marketing strategies </li><li>Excellent communication and executive presence </li><li>High energy, strong work ethic, and a collaborative, team-first mindset </li></ul><h3>Bonus points if you have</h3><ul style="min-height:1.5em"><li>Experience selling SaaS solutions </li><li>Experience being an early sales hire or building a new territory/region </li><li>Background in a high-growth or scaling technology company </li><li>Familiarity with Salesforce CRM and marketing automation tools </li><li>Experience selling across EMEA markets. </li></ul>

Enterprise Account Executive – EMEA (First Enterprise Hire)

LeanData helps the world’s fastest-growing companies automate, simplify, and accelerate revenue.We are seeking a driven Sales Development Representative who will be responsible for prospecting, qualifying leads, and building an initial pipeline of potential enterprise clients for LeanData's products or services. You’ll be part of a fast-moving, supportive team and will partner with Account Executives to engage decision-makers and influencers, communicate our value, and drive new business.This role reports directly to the Director of Sales Development and requires strategic thinking, excellent communication skills, and the ability to understand complex customer needs.We are looking for someone who is motivated, curious, and excited to hit the ground running on day one. Your pipeline is your playground - you build it, own it, grow it.Please note: This is a hybrid role with in-office days on Monday, Wednesday, and Thursday.What you’ll be doing:<ul style="min-height:1.5em"><li>Getting on the phones and in the inbox every day, owning your outbound prospecting and responding to inbound leads</li><li>Qualifying leads and handing off the right opportunities to Account Executives with context that actually moves deals forward</li><li>Logging and tracking your pipeline in Salesforce so you always know where things stand</li><li>Working side by side with experienced sales reps to learn how deals get done and help push them forward</li><li>Bringing fresh ideas on what could be working better, whether that's messaging, targeting, or outreach strategy</li><li>Representing LeanData with professionalism and integrity in every conversation in all communication</li></ul>Requirements:<ul style="min-height:1.5em"><li>Bachelor's degree</li><li>A natural communicator who isn't afraid to pick up the phone or walk into a room cold</li><li>Genuine passion for sales backed by work experience, internships, or extracurriculars</li><li>Consistent record of hitting goals and following through</li><li>Coachable, resilient, and eager to learn from feedback</li><li>Strong business insight and curiosity about the prospect's business</li><li>Do-er mentality: you move fast, take ownership, and don't wait to be told twice</li></ul>Bonus points if you have:<ul style="min-height:1.5em"><li>Outbound sales experience</li><li>Hands-on experience in sales, customer interaction, leadership, or communication through an internship, part-time job, or extracurricular activities</li></ul>Why work at LeanData:<ul style="min-height:1.5em"><li>Stock options in LeanData for all full-time employees</li><li>Flexible PTO</li><li>Employee insurance premiums up to 90%</li><li>401K plan</li></ul>

Sales Development Representative

LeanData helps the world’s fastest-growing companies automate, simplify, and accelerate revenue.We are looking for a curious and innovative Machine Learning Engineer to explore, experiment and build AI driven solutions that analyze customer journey and go to market data. The ideal candidate will have a passion for experimenting with various AI libraries and tools, making recommendations, and collaborating with cross-functional teams to develop a product that uncovers insights tied to our customers’ success.Role:This role is based at our Santa Clara, CA office. An ML Engineer is required to be in office Mondays and Wednesdays each week. Lunch will be provided on those days. What you’ll be doing:<ul style="min-height:1.5em"><li>Research, prototype and experiment with a variety of AI/ML libraries, frameworks, and tools to identify the best approaches for analyzing go to market data</li><li>Analyze findings from experiments and provide clear, actionable recommendations on optimal AI/ML methodologies and technologies</li><li>Collaborate with product and engineering teams to design, develop and deploy a scalable AI-powered product that delivers insights into a go-to-market strategies and their impact on success</li><li>Build, evaluate, and optimize machine learning models to ensure high performance, accuracy, and scalability</li><li>Stay updated on emerging AI/ML trends, tools, and techniques that can be used incorporated into the product</li></ul>Requirements:<ul style="min-height:1.5em"><li>Strong ability to experiment with and explore diverse AI/ML libraries and tools</li><li>6+ years of experience in machine learning with hands on experience building and deploying ML models</li><li>Comfortable working with Python or similar programming languages for data analysis and model development. </li><li>Ability to analyze complex datasets, identify patterns, and translate findings into business-relevant insights.</li><li>Experience leading and mentoring a team of junior engineers while providing technical guidance and fostering a collaborative environment.</li><li>Collaborative mindset with experience working in cross-functional teams.</li><li>Master’s degree in Machine Learning or Computer Science (heavily focused on Machine Learning/Artificial Intelligence)</li><li>Desire to learn</li><li>Experience building and maintaining robust data and machine learning pipelines, including preprocessing, model training, and deployment workflows.</li></ul>Bonus points if you have: <ul style="min-height:1.5em"><li>Familiarity with natural language processing (NLP)</li><li>Prior experience contributing to the development of a customer-facing AI product</li><li>Familiarity with data processing tools and AWS is a plus.</li><li>Excellent verbal and written communication skills to present findings and recommendations to technical and non-technical stakeholders.</li></ul> Why work at LeanData:<ul style="min-height:1.5em"><li>LeanData covers employee insurance premiums up to 90%</li><li>Stock options in LeanData for all full-time employees</li><li>Flexible PTO</li><li>401K plan</li></ul>

Machine Learning Engineer

LeanData helps the world’s fastest-growing companies automate, simplify, and accelerate revenue. Trusted by over 1,000 customers including OpenAI, Snowflake, Shopify, Siemens, and Palo Alto Networks. LeanData sits at the center of the modern revenue stack.We are building a next-generation Customer Success organization — one where AI does the monitoring, pattern detection, and routine outreach, so our people can focus entirely on outcomes and relationships. The Digital CSM role is the leading edge of that model.As a Digital CSM, you will own a portfolio of 250–300 smaller commercial accounts and will be the architect and operator of a scaled, AI-augmented coverage model. This is not a traditional CSM role. You won't be meeting and defining outcomes, driving adoption and engagement, educating on the product, solving issues or advising - the agents will. AI agents handle health scoring, risk detection, opportunity identification, and call prep (as needed). You handle the moments that machines can't: re-engaging at-risk customers, spotting expansion opportunities, and translating LeanData's value into language that sticks and inspiring customers to do more with LeanData.This role is ideal for someone who is energized by scale, comfortable building and operating AI tools, and motivated by the challenge of building something new — not inheriting a playbook.Open to remote ■ What You'll OwnPortfolio Health &amp; Retention<ul style="min-height:1.5em"><li>Own retention outcomes across a 250–300 account digital portfolio, with AI agents as your first line of monitoring and customer engagement</li><li>Triage AI-surfaced risk signals and determine when human engagement is required vs. when an automated playbook is sufficient</li><li>Intervene on churn risk, silent accounts , and adoption drop signals before they become losses</li><li>Partner with Account Management on expansions</li></ul>Adoption &amp; Value Delivery<ul style="min-height:1.5em"><li>Automate the guidance given to customers to get them towards deep adoption of LeanData's core workflows — routing, matching, and orchestration — as the primary retention lever</li><li>Use AI-generated summaries and in-product benchmarks to help customers see their value without requiring a live EBR</li><li>Identify customers who have plateaued in adoption and design targeted re-engagement sequences</li></ul>Expansion &amp; Growth Signals<ul style="min-height:1.5em"><li>Monitor AI-ranked expansion signals and convert top opportunities through self-serve or light-touch engagement</li><li>Surface multi-threading opportunities in single-stakeholder accounts and introduce LeanData to additional personas</li><li>Partner with AEs on accounts showing expansion readiness above a defined ARR threshold</li></ul>Digital Program Design<ul style="min-height:1.5em"><li>Contribute to the design and iteration of automated touchpoint sequences, playbooks, and nurture programs for the digital tier</li><li>Identify gaps where AI coverage is insufficient and flag for human escalation or program improvement</li><li>Experiment with in-product messaging, video outreach, and community-led engagement as low-cost, high-scale channels</li></ul>■ What We're Looking ForRequired<ul style="min-height:1.5em"><li>1-3 years of Consulting, Customer Success, Account Management, or related experience in B2B SaaS</li><li>Analytical mindset: able to interpret health score trends, usage data, and risk signals to prioritize action</li><li>Comfort operating with AI tools, automation platforms, and data-driven workflows; enhance and build new agents that are needed</li><li>Strong understanding of RevOps, Marketing Ops, and GTM Ops, key workflows, and empathy for the challenges faced by the people running these operations</li><li>Strong written communication: you'll do more via email, video, and async channels than on live calls</li><li>Experience with running a book of business in a data driven manner through a CS platform</li></ul>What Sets You Apart<ul style="min-height:1.5em"><li>Demonstrated ability to manage a high-volume account book (100s of accounts) with strong retention outcomes</li><li>You've worked in a scaled or digital CS model before and know the difference between coverage and connection and when to apply the appropriate touch</li><li>You're excited about AI as a force multiplier and have used AI to build things to make yourself more efficient and or to improve the customer experience</li><li>You think in portfolios, not individual accounts — you make triage decisions, not just relationship decisions</li><li>You have a bias for building: you'll improve playbooks, flag gaps, and contribute to a model that doesn't fully exist yet</li><li>Salesforce proficiency</li></ul> Why work at LeanData:<ul style="min-height:1.5em"><li>LeanData covers employee insurance premiums up to 90%</li><li>Stock options in LeanData for all full-time employees</li><li>Flexible PTO</li><li>401K plan</li></ul>

Digital Customer Success Manager

LeanData helps the world’s fastest-growing companies automate, simplify, and accelerate revenue.LeanData is searching for a Corporate Controller who is excited to build and lead a high-performing GL Accounting team while maintaining a focus on process improvement and scalability. In this role, you will oversee accounting operations, including revenue recognition, payroll, tax, treasury, and stock administration. LeanData is fortunate to be in a growth stage, so in addition to the day to day operations, you will work within and across departments to implement systems, improve processes and expand existing policies. The ideal candidate will be comfortable working within a fast-paced environment while still maintaining a close attention to detail.This position is based in our Santa Clara, CA office, operating on a hybrid basis.Financial Operations and Team Management<ul style="min-height:1.5em"><li>Manage the team responsible for day-to-day operations to produce timely and accurate financial information for internal and external reporting purposes.</li><li>Lead the general ledger activities, including the review of journal entries and account reconciliations.</li><li>Oversee the month-end financial statement analysis and flux commentaries.</li><li>Treasury, disbursements, <a target="_blank" rel="noopener noreferrer nofollow" href="http://Bill.com">Bill.com</a>, credit/debit card management, and intercompany cash movement.</li></ul>Process Improvements, Systems, and Controls<ul style="min-height:1.5em"><li>Develop and execute a roadmap for implementing/improving processes and controls to scale the accounting function and safeguard assets.</li><li>Develop strategy for future system implementations and enhancements/upgrades.</li><li>Controls build-out toward audit readiness.</li><li>Enablement of Budget vs Actual (BvA) reporting and Forecast (FCST) roll forward.</li></ul>Compliance, Audit, and Technical Accounting<ul style="min-height:1.5em"><li>Own audit processes and proactively communicate with auditors on accounting for complex transactions.</li><li>Ensure domestic and international compliance for the global setup.</li><li>Revenue recognition policy and 606 implementation.</li><li>Technical accounting (stock compensation, revenue recognition, warrants, capitalization of software, tax, and deferred tax).</li><li>Sales tax, Federal and State income tax filings, international tax, and other compliance matters.</li></ul>Financial Reporting and Due Diligence<ul style="min-height:1.5em"><li>Lead or assist in due diligence reviews.</li><li>Oversee tax-related aspects, including domestic and international compliance with sales tax, income tax filings, and other tax obligations.</li></ul>Requirements:<ul style="min-height:1.5em"><li>12+ years of related experience, including at least 3 years of public accounting experience (Big 4 preferred) and 3 years managing a team.</li><li>Proven track record in building and managing high-performing accounting teams.</li><li>Strong understanding of US GAAP and accounting operations.</li><li>Experience working with multinational entities, including transfer pricing and international tax.</li><li>Strong analytical skills, with the ability to interpret data and produce meaningful reports.</li><li>Bachelor’s degree in accounting, finance, or related field; CPA preferred.</li><li>Desire to roll up your sleeves, prioritize work, and drive results.</li></ul>Bonus points if you have:<ul style="min-height:1.5em"><li>Experience in high-growth private companies and public accounting.</li><li>SaaS industry experience.</li></ul>Why work at LeanData:<ul style="min-height:1.5em"><li>Stock options in LeanData for all full-time employees</li><li>Flexible PTO</li><li>Employee insurance premiums up to 90%</li><li>401K plan</li></ul>The salary range for this role is between $220,000 and $260,000 depending on skills and experience.

LeanData helps the world’s fastest-growing companies automate, simplify, and accelerate revenue.Revenue operations is broken. Every B2B company runs on a tangled web of systems, workflows, and business logic that’s typically stitched together with duct tape and tribal knowledge. The tools that exist are either too rigid, too complex, or too disconnected to keep up with how modern go-to-market teams actually work.LeanData exists to fix this. We're the Intelligent GTM Orchestration Platform trusted by companies like Anthropic, NVIDIA, Zoom, Snowflake, Okta, and DocuSign to route, match, and orchestrate every revenue signal across their go-to-market motions. Our existing products - Orchestration, Scheduling, and Buying Groups &amp; Journeys are mission-critical for the RevOps teams that depend on them. And beyond that, we have a lot of product ideas cooking for the next set of directions we want to drive customer value and company growth.But here's the thing: mission-critical doesn't have to mean painful to use. And that's exactly where you come in.We're looking for a Director of Product Design to lead LeanData's design function and transform how revenue teams experience our platform and innovate on how we can provide more value and better experiences. You'll own the design vision, raise the craft bar, and lead a team that turns complex orchestration workflows into experiences that feel intuitive, powerful, and genuinely easier and inspiring than what came before.This isn't a role where design is an afterthought. You'll report directly to the Chief Product Officer and sit at the table where product strategy is made. You'll have the mandate - and the accountability - to make design a strategic differentiator for LeanData in the age of AI.This is hybrid role with two days in the office (Monday and Wednesday)What You'll DoSet the Vision<ul style="min-height:1.5em"><li>Define and drive LeanData's product design vision across Orchestration, Scheduling, Buying Groups, and our emerging AI capabilities and new products</li><li>Translate complex enterprise workflows into simple, coherent, and elegant user experiences within LeanData that scale with enterprise customer complexity</li><li>Design AI-native orchestration experiences that shift users from manual configuration to intelligent, adaptive automation</li><li>Identify opportunities where design innovation creates measurable competitive advantage</li></ul>Raise the Craft<ul style="min-height:1.5em"><li>Set and hold a high quality bar for interaction design, visual design, and systems thinking across every product surface</li><li>Build and evolve LeanData's design system - establishing scalable patterns that unify the product experience across our suite</li><li>Champion AI-native design patterns that simplify configuration, surface insights proactively, and reduce the cognitive load of orchestration</li><li>Leverage data and insights around product utilization, drop-off, and engagement to make strategic calls on user experience investments and changes</li></ul>Build the Team<ul style="min-height:1.5em"><li>Lead, mentor, and grow a team of product designers, fostering a culture of craft, curiosity, and customer experience obsession</li><li>Help designers do the best work of their careers through strong critique, clear career development, and an environment where creative risk-taking is rewarded</li><li>Partner with the CPO on design hiring strategy and org design as LeanData scales</li></ul>Drive Cross-Functional Impact<ul style="min-height:1.5em"><li>Partner deeply with Product Management and Engineering as part of product triads - influencing strategy, not just executing on specs</li><li>Embed user research, usability testing, and data-informed design practices into the product development lifecycle</li><li>Represent design in executive and cross-functional forums, ensuring the voice of the customer shapes roadmap decisions</li><li>Collaborate with crossfunctional teams to translate customer pain points into design priorities</li></ul>Design for the Platform<ul style="min-height:1.5em"><li>Navigate the unique opportunities and constraints of Salesforce-native architecture and cloud architecture, designing experiences that leverage the platform without being limited by it</li><li>Design for multiple personas - from hands-on RevOps admins building complex routing logic, to sales leaders monitoring funnel health, to sales reps prioritizing how they work their territories, to executives making strategic GTM decisions</li><li>Think end-to-end across the customer journey: onboarding, day-to-day usage, expansion, and support</li></ul>What You Bring<ul style="min-height:1.5em"><li>10+ years of product design experience, with significant depth in B2B SaaS, enterprise software, or workflow/operations tools</li><li>5+ years leading and growing design teams, including experience managing senior and junior designers and developing design talent</li><li>A portfolio that demonstrates mastery of simplifying complex, multi-step workflows into intuitive experiences - we want to see systems thinking, not just polished screens</li><li>Strong strategic instincts paired with deep craft: you can set a 2-year design vision and redline an interaction pattern in the same week</li><li>Experience partnering as equals with Product and Engineering leadership, not just receiving briefs</li><li>Comfort with user research methodologies - JTBD, usability testing, journey mapping - and the ability to connect research insights to design decisions</li><li>Knowledge on how to maximize design technology using platforms like Figma, Pendo, UserTesting, Claude, and others to the advantage of design quality and speed of execution</li><li>Excellent communication and storytelling skills: you can articulate design rationale to engineers, executives, and customers with equal clarity</li><li>Proficiency in modern design tools and an eagerness to leverage AI-powered design and prototyping tools in your team's workflow</li><li>A genuine curiosity about B2B go-to-market operations. You don't need to be a RevOps expert on day one, but you need to be energized by learning the domain deeply</li></ul>What Will Set You Apart<ul style="min-height:1.5em"><li>You've shipped products in domains where the UI is the product (workflow builders, visual editors, complex configuration tools, active or autonomous AI Assistants) - not just content consumption apps</li><li>Experience designing for Salesforce ecosystem products or other CRM applications</li><li>Background in revenue operations, marketing automation, or sales engagement tooling</li><li>Familiarity with agentic AI patterns, LLM-powered UX, or intelligent automation workflows</li><li>A track record of establishing or maturing a design systems practice from early stage to scale</li></ul>Why this role<ul style="min-height:1.5em"><li>Design has a seat at the table. You'll report to the CPO and be a core voice in product strategy. This isn't a service org - it's a leadership role.</li><li>The problem space is rich. Revenue orchestration sits at the intersection of data, workflow, AI, and human decision-making. It's the kind of complexity that world-class designers crave.</li><li>The timing is right. LeanData is at a strategic inflection point - investing in AI, expanding our product suite, and raising the bar on craft. You'll shape what comes next, not inherit someone else's playbook.</li><li>The team is exceptional. You'll work alongside experienced product and engineering leaders who respect design and want it to thrive.</li><li>Bay Area roots, global impact. Based in the San Francisco Bay Area, you'll work with customers that include some of the world's most sophisticated B2B companies.</li></ul> Why work at LeanData:<ul style="min-height:1.5em"><li>LeanData covers employee insurance premiums up to 90%</li><li>Stock options in LeanData for all full-time employees</li><li>Flexible PTO</li><li>401K plan</li></ul>

Director of Product Design

LeanData helps the world's fastest-growing companies automate, simplify, and accelerate revenue.As our People &amp; Talent Specialist, you'll sit at the heart of the employee experience - supporting candidates from first conversation through offer, and supporting employees from onboarding through everyday people operations. This is a true hybrid role: roughly half recruiting coordination and sourcing, half people operations. It's a great fit for someone who enjoys variety, moves quickly, and wants exposure to the full lifecycle of how a high-growth SaaS company hires and cares for its people.You'll report to our People Operations Manager and partner closely with our Talent Acquisition team, hiring managers, and the broader People &amp; Talent function. <h1>Responsibilities</h1>Talent Acquisition<ul style="min-height:1.5em"><li>Source candidates across LinkedIn, ATS pipelines, referrals, and other channels for active roles across the business.</li><li>Conduct initial candidate screens, assess fit, and move strong candidates through the funnel.</li><li>Own end-to-end interview scheduling and coordination, partnering with hiring managers and candidates to deliver a smooth, professional experience.</li><li>Maintain accurate, up-to-date records in our ATS (Ashby), including candidate notes, status changes, and reporting inputs.</li><li>Support employer brand activities, including job postings, candidate communications, and recruiting events.</li><li>Partner with the TA Manager on pipeline health, sourcing strategies, and process improvements.</li></ul>People Operations<ul style="min-height:1.5em"><li>Support performance review cycles end-to-end: system setup, manager and employee communications, tracking completion, and troubleshooting.</li><li>Coordinate with our benefits broker on open enrollment, employee benefits questions, and ongoing program administration.</li><li>Help administer our HRIS (BambooHR), including employee data updates, reporting, and audits.</li><li>Support onboarding and offboarding logistics in partnership with the People Operations Manager.</li><li>Respond to day-to-day employee questions on policies, benefits, time off, and general HR topics — escalating sensitive matters appropriately.</li><li>Assist with compliance activities across US and UK entities, including I-9s, right-to-work checks, and required reporting.</li><li>Contribute to people programs and initiatives such as engagement surveys, recognition, and culture activities.</li></ul><h1>Qualifications</h1>Required<ul style="min-height:1.5em"><li>2–4 years of experience in talent acquisition, people operations, HR coordination, or a similar hybrid role.</li><li>Hands-on experience with an ATS and/or HRIS.</li><li>Strong organizational skills and attention to detail — you can hold a lot of moving pieces without losing track.</li><li>Clear, warm written and verbal communication with candidates, employees, and managers.</li><li>Sound judgment around confidential information and sensitive employee matters.</li><li>Comfort working in a fast-paced, high-growth environment where priorities shift.</li></ul>Preferred<ul style="min-height:1.5em"><li>Experience in B2B SaaS or another high-growth technology company.</li><li>Exposure to both US and UK employment contexts.</li><li>Familiarity with Ashby, BambooHR, Lattice, or similar tools.</li><li>Experience supporting a performance review cycle or open enrollment.</li></ul>

People and Talent Specialist

LeanData helps the world's fastest-growing companies automate, simplify, and accelerate revenue.We're looking for a Manager of Talent Acquisition who is part builder, part operator, and genuinely energized by rethinking how recruiting gets done. In this role you'll own key searches yourself while leading our TA function. Just as important, you'll look at our recruiting as a system, and bring new, smarter, and more innovative ways to run it.You'll partner with senior leaders to understand what they need, sharpen how we hire, and build a function that scales with the business. If you like solving problems with better process and the right technology, not just more activity, this role is for you. <h1>What you'll do</h1>Build the strategy<ul style="min-height:1.5em"><li>You'll work with leadership and finance to forecast hiring needs, manage headcount plans, and design a recruiting capacity model that scales.</li><li>You'll use data and market insight to guide decisions and keep refining how we hire.</li><li>You'll help shape our employer brand so we attract a strong, diverse pool of talent.</li></ul>Lead the team<ul style="min-height:1.5em"><li>You'll lead, mentor, and develop a high-performing recruiting team, setting clear goals and giving regular coaching and feedback.</li><li>You'll create an inclusive environment where recruiters do their best work and grow their careers.</li></ul>Run the engine<ul style="min-height:1.5em"><li>You'll own the end-to-end recruiting lifecycle and make it smooth for candidates and hiring managers alike.</li><li>As a player–coach, you'll personally run critical searches while raising the bar on how the whole team executes.</li><li>You'll rethink and modernize our recruiting tech stack — including our ATS — and bring an experimental mindset to new tools and approaches, including AI, that make us faster and better.</li><li>You'll set and track the KPIs that matter — time-to-fill, quality of hire, candidate experience — and use them to keep improving.</li></ul><h1>What we're looking for</h1>Required<ul style="min-height:1.5em"><li>6+ years in talent acquisition, with deep full-cycle recruiting experience.</li><li>A track record of building and running a data-driven recruiting strategy in a fast-paced environment.</li><li>Strong business sense and the ability to be a real strategic partner to senior leaders.</li><li>A systems thinker who's curious about new technology and eager to test, learn, and improve how recruiting works.</li></ul>Preferred<ul style="min-height:1.5em"><li>Experience scaling a TA function in a high-growth B2B SaaS or tech company.</li><li>A mix of agency and in-house recruiting experience.</li><li>Experience managing a recruiting budget and vendor relationships.</li><li>Hands-on experience with both technical and GTM recruiting.</li></ul>

Talent Acquisition Lead

LeanData helps the world's fastest-growing companies automate, simplify, and accelerate revenue. We're hiring a Senior Director of Customer Success to lead, evolve, and scale our Mid-Market CS organization. Reporting to the Chief Customer Officer, you'll own end-to-end customer success strategy — segmentation, engagement models, and success planning — while playing a central role in shaping the customer experience at scale.You'll also be at the forefront of how we apply AI: building an agentic CS motion that drives real focus, efficiency, and customer impact. This means reinventing how a high-performing team operates, not just automating what already exists.In close partnership with Sales, Product, Professional Services, and Support, you'll ensure customers achieve measurable outcomes — directly driving gross and net revenue retention. This is a rare opportunity to build durable foundations for scale at a company that sits at the heart of the modern revenue stack.Hybrid: Two in-office days per week (Santa Clara) ResponsibilitiesStrategic Leadership<ul style="min-height:1.5em"><li>Own the strategy, structure, and results of a 5–7 person CS team — including engagement models, success planning, and a scalable operating model grounded in the customer journey.</li><li>Lead the evolution of CS by leveraging our tech stack and frameworks to free the team for the work that matters most; build leadership depth through mentorship, succession planning, and clear career paths.</li><li>Drive a "CS AI" motion for SMB accounts that maximizes efficiency without sacrificing customer satisfaction.</li></ul>Execution &amp; Delivery<ul style="min-height:1.5em"><li>Direct execution of playbooks across our Solution Value Framework — covering adoption, risk mitigation, and expansion in complex Salesforce environments.</li><li>Maintain early-warning systems for churn risk, enabling proactive retention at scale.</li><li>Serve as the senior escalation point for high-impact customer issues.</li><li>Drive operational rigor and consistency through Salesforce and CS tooling.</li></ul>Collaboration &amp; Influence<ul style="min-height:1.5em"><li>Act as the primary voice of the customer, shaping Product roadmap and Engineering priorities from frontline insights.</li><li>Partner with Sales and Account Management on renewals, expansions, and strategic account growth.</li><li>Collaborate with Marketing to generate customer advocacy, references, and case studies.</li><li>Lead executive business reviews and cross-functional planning sessions.</li></ul>Metrics &amp; Outcomes<ul style="min-height:1.5em"><li>Own and deliver gross revenue retention targets for the Mid-Market CS organization.</li><li>Ensure customers achieve measurable outcomes tied to revenue efficiency, pipeline conversion, and GTM alignment.</li><li>Define, track, and report on adoption, engagement, customer health, time-to-value, and CSAT.</li></ul>QualificationsRequired<ul style="min-height:1.5em"><li>8–12 years in Customer Success, Account Management, or post-sales leadership in B2B SaaS.</li><li>3+ years managing and scaling CS teams, with a track record of developing talent and leaders.</li><li>Demonstrated ownership of GRR and net retention targets.</li><li>Strong operational and analytical mindset; able to translate data into executive strategy.</li><li>Experience supporting mid-market and enterprise customers through complex implementations.</li><li>Relevant degree from a well-regarded college or university, MBA a plus</li></ul>Preferred<ul style="min-height:1.5em"><li>Experience scaling CS from mid-market to enterprise in a high-growth environment.</li><li>Technical familiarity with Salesforce-native platforms or RevOps/GTM infrastructure.</li><li>Background in RevOps, Sales Ops, Marketing Ops, or revenue intelligence.</li><li>Comfort aligning CS motions with both sales-led and product-led growth models.</li></ul>

Sr Director, Customer Success and Outcomes

LeanData helps the world’s fastest-growing companies automate, simplify, and accelerate revenue.We are looking for a hands-on engineering manager to lead the team building LeanData’s AI Products: the AI and agent capabilities that power go-to-market for the world’s fastest-growing companies.You own the technical vision for our AI and agent platform, drive 0-to-1 from ambiguous go-to-market problems to production-ready features, and set the evaluation discipline and AI best practices the whole engineering team follows. You manage and grow a small, strong team of AI/ML and agent engineers, and stay technical enough to design and ship alongside them. This is a strategic, opinionated, and fast-moving role. This role reports to the SVP of Engineering and is based in our Santa Clara, CA office. You are required to be in office Mondays and Wednesdays each week. <h2>What you’ll be doing</h2><ul style="min-height:1.5em"><li>Lead and grow the AI Products team: hire, coach, mentor, and raise the technical bar</li><li>Set our AI and agent best practices, and the evaluation and quality bar for non-deterministic AI and LLM systems, across the whole engineering team</li><li>Own the technical vision for our AI and agent platform, and build the evaluation infrastructure and abstractions other LeanData teams use to ship AI features</li><li>Stay hands-on: design, review, and ship alongside your engineers (roughly half your time)</li><li>Drive 0-to-1: turn ambiguous go-to-market problems into production-ready AI features, partnering with product, design, and data to shape the roadmap</li><li>Own the quality, reliability, and delivery of the team’s AI work, and drive the model and LLM upgrade pipeline, balancing quality, latency, and cost </li></ul><h2>Requirements</h2><ul style="min-height:1.5em"><li>4+ years building and shipping ML or AI/LLM systems in production, including 3+ years managing or leading engineers</li><li>A track record of building and scaling AI-powered product capabilities 0-to-1, and of growing a small, strong engineering team while staying hands-on</li><li>Strategic and opinionated: you turn ambiguous ideas into production-ready features and can defend sharp technical calls to product and engineering leadership</li><li>Depth in evaluation and quality measurement for non-deterministic AI/LLM systems, including model selection and the tradeoffs between quality, latency, and cost</li><li>Strong, current Python; you still write and review production code</li><li>Applied AI experience is essential, including building products on large language models and partnering with product, design, and data to shape an AI roadmap </li></ul><h2>Bonus points if you have</h2><ul style="min-height:1.5em"><li>Built on or near Salesforce, data warehouses, or against another large, messy enterprise data source</li><li>Experience with the modern eval/observability stack (Promptfoo, Braintrust, Langfuse) and durable execution (Inngest, Temporal)</li><li>A founder, founding-engineer, or early-engineer background owning a product end to end</li></ul><h2>Compensation</h2>The salary for this role will be between $250,000 and $300,000 base, plus equity.

Head of AI Products

LeanData helps the world’s fastest-growing companies automate, simplify, and accelerate revenue.<h2></h2>We are looking for a Staff Engineer to design and ship the production multi-agent systems at the core of LeanData’s new platform of autonomous agents for go-to-market teams.This is a Staff-level individual-contributor role with founding-level ownership. You own the orchestration, tool-integration, memory, and coordination layers that let agents reason over go-to-market data and act reliably at enterprise scale — including the evaluations that prove they work and the path that safely writes their decisions back to a customer’s live data systems. <h2></h2>This role reports to the SVP of Engineering and is based in our Santa Clara, CA office. You are required to be in office Mondays and Wednesdays each week. <h2>What you’ll be doing</h2><ul style="min-height:1.5em"><li>Build and ship production multi-agent systems end to end: agent control loops and planning, the orchestration graphs and tools they call, and the coordination, handoffs, state, and durability across agents</li><li>Build the safe write-back path that applies agent decisions to a customer’s live systems without corrupting data</li><li>Evaluate everything you ship: build the eval cases, rubrics, and regression tests that prove a change made the agent better</li><li>Design agent memory and retrieval: persistent per-account context, pre-compute, and just-in-time lookups that keep reasoning fast, cheap, and reliable across many concurrent agent instances</li><li>Harden against adversarial data so a crafted account name or note cannot hijack the agent</li><li>Integrate frontier LLMs behind a model-agnostic abstraction with routing by task, cost, and latency; own the cost, latency, and reliability of your surface, and create the patterns that let the team build agents faster</li></ul><h2>Requirements</h2><ul style="min-height:1.5em"><li>4+ years building production systems, including 2+ years shipping LLM-powered or agentic systems</li><li>You have shipped customer-facing LLM or agent systems that real users depend on, and can explain how they failed and how you fixed them</li><li>Strong, current Python (TypeScript or Go a plus)</li><li>Hands-on with a modern agent framework / orchestration (e.g. LangGraph or agent SDKs), tool/function-calling, structured outputs, retrieval (RAG), and context/memory management</li><li>Strong systems-engineering fundamentals (concurrency, distributed systems, statefulness, latency and cost at scale), plus skill debugging deep, non-deterministic failures in multi-step agent traces</li><li>High agency: you scope, prioritize, and ship without waiting for permission</li></ul><h2>Bonus points if you have</h2><ul style="min-height:1.5em"><li>Experience with Salesforce APIs (Bulk 2.0, Composite, Pub/Sub) or another large, messy enterprise data source</li><li>MCP (Model Context Protocol), A2A, or similar tool and agent interoperability standards; the modern eval/observability stack (Promptfoo, Braintrust, Langfuse) and durable execution (Inngest, Temporal)</li><li>Run hundreds or thousands of concurrent agent instances (serverless or function-style runtimes); multi-tenant data isolation (Postgres + RLS) and a strong security posture for holding customer data</li><li>A founder or founding-engineer background, or contributions to open-source agent or LLM tooling</li></ul><h2>Compensation</h2>The salary for this role will be between $160,000 and $200,000 base, plus equity.

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