Actionstepis a pioneer in the development and sale of software-as-a-service (SaaS) products, specializing in the delivery of Legal Practice Managementand Legal Accountingsoftware.We are a fast growing, dynamic business with a global customer base of more than50,000 and a team of over250in the USA, Australia, UK,Canadaand New Zealand.
Actionstepis expanding its product portfolioand adding richer AI functionality across the platformto deepen customer value, accelerate cross-sell revenue, and introduce new add-on modules that increase competitive differentiation. This role leads the planning,executionand evangelizingof new product creation for our global markets.
THE PURPOSE OF YOUR ROLE The purpose of this role is to support and improve revenue systems, data, and processes that enable sales execution, forecasting, and growth across the business. This includes helping ensure Salesforce and the broader GTM tech stack are reliable,accurate, and aligned to support pipeline generation, deal execution, and customer expansion.
A key part of this role is partnering with Sales, Marketing, Customer Success, and Finance to understand their operational needs and help translate them into effective systems and workflows. Through clear communication, attention to detail, and a strong service mindset, this role helps build trust in our data, confidence in our systems, and alignment across teams.
This role supports the company’s ability to scale by improving how we use technology, automation, and data to enable revenue growth and delivera betterexperience for both customers and internal teams.
ABOUT YOU You are a commercially minded systems and operations professional who connects the dots between revenue strategy, sales execution, and the technology that enables it. You bring a strong cross-functional mindset, working closely with Sales, Marketing, Customer Success, and Finance to understand needs and translate them into scalable processes and systems. You enjoy turning complexity into clarity — improving data quality, streamlining workflows, and ensuring teams haveaccurate, actionable information to perform at their best. You communicate confidently with both technical and non-technical stakeholders and take pride in enabling others through better systems and insights. You are excited by modern go-to-market technology, automation, and the potential of AI to improve efficiency, forecasting, and customer experience. You take ownership of your work, follow through on commitments, and hold a high bar for quality and reliability.
WHAT YOU WILL BE DOING Salesforce Administration & User Support Serve as first-line support for Salesforce-related requests and questions from Sales, SDR, Marketing, CS, and Partnerships
Troubleshoot common Salesforce issues (access, visibility, errors, workflowbehavior, reporting discrepancies)
Assistwith user onboarding/offboarding, profiles, permission sets, and role hierarchy updates
Support updates to fields, page layouts, record types, and picklists
Escalate architectural or high-risk changes to the Director of Sales Operations
Data Quality & Hygiene Monitor and improve data quality across Contacts, Accounts, Opportunities, Activities, and related objects
Assistwith duplicate management, normalization, and cleanup efforts
Support data imports/exports and enrichment processes
Helpmaintainalignment between Salesforce and connected systems
Automation & Process Support Assistin building andmaintainingsimple Salesforce Flows, validation rules, and automation under guidance
Help test and QA changes in sandboxes before production deployment
Support documentation of Salesforce processes and systembehavior
Reporting & Sales Insights Help build andmaintainSalesforce reports and dashboards for Sales leadership andRevOps
Investigate and help resolve data and reporting inconsistencies
GTM Systems Support Support operational workflows across the go-to-market tech stack, includingbut not limited to:
Salesforce (CRM, reporting, automation)
Outreach (sales engagement and sequencing)
6sense (intent data and account targeting)
Ortto(marketing automation)
Proposify(proposal generation)
Help ensure data flows correctly between systems and flag issues when discrepancies arise
Assistwith user questions related to these tools and their Salesforce integrations
User Enablement Create andmaintainSalesforce documentation, process guides, and training materials
Support onboarding and training for new Sales team members
Promote best practices for CRM usage and data hygiene
Relationship Management: Build andmaintainstrong working relationships with all internal and external parties ensuring transparent,proactiveand effective communication always.
Attending and proactively contributing to customer,partnerand internal meetings with the view to add value in a constructive manner.
Professional Development: Actively looking to build own career through delivery of self andassistedprofessional development initiatives.
Being a thought leader both withinActionstepbut also in the wider industry.
Staying abreast of industry best practice patterns, products and technologies andassistingin process improvement activities asrequired.
ContinuousImprovement: Proactive inidentifyingandparticipatingin the continuous improvement of processes and procedures within theTeam.
Actively contribute to the development and maintenance of a strong department culture ensuring knowledge and experience is shared.
Health &Safety: Assume responsibility for your own and others safety and wellbeing, following all safety and wellbeing procedures and instructions, including reporting hazards, incidents andaccidentsandparticipatingin safety and wellbeing initiatives and programmes asrequired.
Other Responsibilities: Undertaking any other reasonable duties asrequired
EXPERIENCE & QUALIFICATIONS Required
2-3 years ofhands-onSalesforceadministrationexperience, including but not limited to, familiarity with Salesforce object model,andexperience troubleshooting user issues related to permissions, visibility, and workflowbehavior
Experience building reports in both Salesforce and excel
Strong attention to detail and comfort working with structured data
Ability to manage multiple operational requests in a fast-paced, sales-driven environment
Strong written and verbal communication skills
Strong problem-solving mindset and comfort with ambiguity
Comfort communicating with both technical and non-technical stakeholders
High degree of ownership and follow-through
Eagerness to learn Salesforce and Revenue Operations best practices
Basic understanding of sales processes (lead → opportunity → close → onboarding)
Preferred
Project Management Experience
Experience or exposure to tools like Outreach, 6sense,Ortto,Proposify, or similar platforms
Experience in Sales Operations,RevOps, Business Operations, or Customer Operations
This role reports to: Director Sales Operations
METRICS OF SUCCESS High-quality, reliable dataresulting intrusted,accuratereporting, with minimal manual workarounds.
Strong systemadoption and sales productivity, with consistent usage and positive user feedback.
Reliable, well-aligned GTM systems, with minimal integration issues and fast resolution of blockers.
Fast, predictable delivery of operational improvements, with a small, well-managed backlog.
Scalable, documented, and continuously improving processes and automation.
Join our inspirational working environment! We have a fantastic and inspirational working environment!
Robust medical, dental, vision offerings 401K with company match Flexible workingand PTO Take your birthday off Frequent team building events Fantastic training and development opportunities
$70-85k salary range
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Actionstepis expanding its product portfolioand adding richer AI functionality across the platformto deepen customer value, accelerate cross-sell revenue, and introduce new add-on modules that increase competitive differentiation. This role leads the planning,executionand evangelizingof new product creation for our global markets.
THE PURPOSE OF YOUR ROLE The purpose of this role is to support and improve revenue systems, data, and processes that enable sales execution, forecasting, and growth across the business. This includes helping ensure Salesforce and the broader GTM tech stack are reliable,accurate, and aligned to support pipeline generation, deal execution, and customer expansion.
A key part of this role is partnering with Sales, Marketing, Customer Success, and Finance to understand their operational needs and help translate them into effective systems and workflows. Through clear communication, attention to detail, and a strong service mindset, this role helps build trust in our data, confidence in our systems, and alignment across teams.
This role supports the company’s ability to scale by improving how we use technology, automation, and data to enable revenue growth and delivera betterexperience for both customers and internal teams.
ABOUT YOU You are a commercially minded systems and operations professional who connects the dots between revenue strategy, sales execution, and the technology that enables it. You bring a strong cross-functional mindset, working closely with Sales, Marketing, Customer Success, and Finance to understand needs and translate them into scalable processes and systems. You enjoy turning complexity into clarity — improving data quality, streamlining workflows, and ensuring teams haveaccurate, actionable information to perform at their best. You communicate confidently with both technical and non-technical stakeholders and take pride in enabling others through better systems and insights. You are excited by modern go-to-market technology, automation, and the potential of AI to improve efficiency, forecasting, and customer experience. You take ownership of your work, follow through on commitments, and hold a high bar for quality and reliability.
WHAT YOU WILL BE DOING Salesforce Administration & User Support Serve as first-line support for Salesforce-related requests and questions from Sales, SDR, Marketing, CS, and Partnerships
Troubleshoot common Salesforce issues (access, visibility, errors, workflowbehavior, reporting discrepancies)
Assistwith user onboarding/offboarding, profiles, permission sets, and role hierarchy updates
Support updates to fields, page layouts, record types, and picklists
Escalate architectural or high-risk changes to the Director of Sales Operations
Data Quality & Hygiene Monitor and improve data quality across Contacts, Accounts, Opportunities, Activities, and related objects
Assistwith duplicate management, normalization, and cleanup efforts
Support data imports/exports and enrichment processes
Helpmaintainalignment between Salesforce and connected systems
Automation & Process Support Assistin building andmaintainingsimple Salesforce Flows, validation rules, and automation under guidance
Help test and QA changes in sandboxes before production deployment
Support documentation of Salesforce processes and systembehavior
Reporting & Sales Insights Help build andmaintainSalesforce reports and dashboards for Sales leadership andRevOps
Investigate and help resolve data and reporting inconsistencies
GTM Systems Support Support operational workflows across the go-to-market tech stack, includingbut not limited to:
Salesforce (CRM, reporting, automation)
Outreach (sales engagement and sequencing)
6sense (intent data and account targeting)
Ortto(marketing automation)
Proposify(proposal generation)
Help ensure data flows correctly between systems and flag issues when discrepancies arise
Assistwith user questions related to these tools and their Salesforce integrations
User Enablement Create andmaintainSalesforce documentation, process guides, and training materials
Support onboarding and training for new Sales team members
Promote best practices for CRM usage and data hygiene
Relationship Management: Build andmaintainstrong working relationships with all internal and external parties ensuring transparent,proactiveand effective communication always.
Attending and proactively contributing to customer,partnerand internal meetings with the view to add value in a constructive manner.
Professional Development: Actively looking to build own career through delivery of self andassistedprofessional development initiatives.
Being a thought leader both withinActionstepbut also in the wider industry.
Staying abreast of industry best practice patterns, products and technologies andassistingin process improvement activities asrequired.
ContinuousImprovement: Proactive inidentifyingandparticipatingin the continuous improvement of processes and procedures within theTeam.
Actively contribute to the development and maintenance of a strong department culture ensuring knowledge and experience is shared.
Health &Safety: Assume responsibility for your own and others safety and wellbeing, following all safety and wellbeing procedures and instructions, including reporting hazards, incidents andaccidentsandparticipatingin safety and wellbeing initiatives and programmes asrequired.
Other Responsibilities: Undertaking any other reasonable duties asrequired
EXPERIENCE & QUALIFICATIONS Required
2-3 years ofhands-onSalesforceadministrationexperience, including but not limited to, familiarity with Salesforce object model,andexperience troubleshooting user issues related to permissions, visibility, and workflowbehavior
Experience building reports in both Salesforce and excel
Strong attention to detail and comfort working with structured data
Ability to manage multiple operational requests in a fast-paced, sales-driven environment
Strong written and verbal communication skills
Strong problem-solving mindset and comfort with ambiguity
Comfort communicating with both technical and non-technical stakeholders
High degree of ownership and follow-through
Eagerness to learn Salesforce and Revenue Operations best practices
Basic understanding of sales processes (lead → opportunity → close → onboarding)
Preferred
Project Management Experience
Experience or exposure to tools like Outreach, 6sense,Ortto,Proposify, or similar platforms
Experience in Sales Operations,RevOps, Business Operations, or Customer Operations
This role reports to: Director Sales Operations
METRICS OF SUCCESS High-quality, reliable dataresulting intrusted,accuratereporting, with minimal manual workarounds.
Strong systemadoption and sales productivity, with consistent usage and positive user feedback.
Reliable, well-aligned GTM systems, with minimal integration issues and fast resolution of blockers.
Fast, predictable delivery of operational improvements, with a small, well-managed backlog.
Scalable, documented, and continuously improving processes and automation.
Join our inspirational working environment! We have a fantastic and inspirational working environment!
Robust medical, dental, vision offerings 401K with company match Flexible workingand PTO Take your birthday off Frequent team building events Fantastic training and development opportunities
$70-85k salary range
#J-18808-Ljbffr