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.

leandata

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)

<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.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.

Corporate Controller

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>

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