Director - GTM Tools & Systems

Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day. Our "Win as One" mentality ensures that our team's success is directly linked to Client, Shareholder and Employee Satisfaction.
Recognized as one of AMERICA'S MOST LOVED WORKPLACES® for five consecutive years and a Built In Best Places to Work for six years, we are committed to our employees' total well-being. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here.
Summary:
As the Director, GTM Tools & Systems, you will be responsible for building, optimizing, and maintaining DFIN's GTM technology stack-including Salesforce, CPQ, Gong, AI-enabled systems, and data enrichment tools like ZoomInfo and HG Insights. You'll also lead GTM data design initiatives and contribute to developing a unified Customer 360 view that enables data-driven decision-making across Sales, Marketing, Customer Success, and Finance. Your mission: deliver reliable, automated solutions that streamline GTM operations, improve data quality, and enable predictable revenue growth.
Responsibilities:
GTM Tech Stack Execution & Administration • Implement and maintain GTM systems architecture based on the strategic roadmap set by leadership. • Ensure Salesforce governance, data integrity, and adherence to established standards.
Systems & Process Optimization • Build and enhance workflows for lead routing, opportunity management, quoting, renewals, and reporting. • Partner with Finance and Deal Desk to operationalize Quote-to-Cash processes and CPQ approval flows.
GTM Data Design & Customer 360 Development • Design and maintain GTM data models that support accurate reporting and analytics across the revenue lifecycle. • Collaborate with cross-functional teams to develop a Customer 360 framework, integrating data from Salesforce, CPQ, Gong, and enrichment tools for a unified customer view. • Ensure data consistency and usability for forecasting, segmentation, and performance dashboards.
Tool Deployment & Integration • Execute tool rollouts and manage integrations across GTM systems. • Coordinate with internal teams and external vendors for successful implementation and adoption.
Data Governance & Security • Maintain access controls, permission models, and audit processes to ensure compliance and security. • Support master data management initiatives across GTM platforms.
Cross-Functional Collaboration • Serve as the primary point of contact for GTM systems execution with Sales, Marketing, and Finance teams. • Translate business requirements into technical solutions and ensure timely delivery.
Qualifications:
Experience & Technical Expertise • 7+ years in GTM systems, RevOps, or revenue technology roles with hands-on execution experience. • Strong proficiency in Salesforce administration and CPQ configuration; experience with Gong and data enrichment tools. • Experience in data modeling and building integrated views across multiple systems.
Systems Implementation & Integration • Proven ability to build and optimize GTM workflows and integrations across multiple platforms. • Familiarity with Quote-to-Cash processes and system controls.
Leadership & Communication • Experience managing technical teams and collaborating with cross-functional stakeholders. • Ability to clearly communicate technical solutions and timelines to non-technical audiences.
Analytical & Governance Skills • Data-driven approach with experience in maintaining system reliability and compliance frameworks. • Understanding of SOX, GDPR, and related compliance requirements.
Preferred Attributes • Experience in SaaS or technology-enabled financial services environments. • Salesforce Administrator or Advanced certifications. • Strong execution mindset-comfortable translating strategy into actionable system builds.
What You'll Own • Day-to-day administration and optimization of GTM tools and systems. • Execution of Salesforce architecture and CPQ workflows. • Deployment and integration of AI tools and data enrichment platforms. • GTM data design and development of a unified Customer 360 view. • Management of GTM systems team and operational support.
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