Senior Analyst, GTM Systems

San Francisco, CA (On-site)

$160K/yr – $180K/yrSenior Level5+ years expFull time

Posted 5 days ago

Job Summary

Own and optimize the full GTM tech stack (Salesforce, Outreach, ZoomInfo, CPQ, DocuSign) and data integrations, driving data quality, automation, and user adoption across lead, opportunity, and quote-to-cash processes.

  • Lead ongoing governance and enhancements of GTM tools
  • Build dashboards and reports to measure system health and performance
  • Collaborate with Marketing Operations to align lead management and attribution

Job Description

Responsibilities

  • Own and administer the full GTM tech stack, including Salesforce CRM, Outreach, ZoomInfo, Zuora, CPQ, DocuSign, and AI-powered productivity tools.
  • Maintain Salesforce configuration — objects, fields, workflows, validation rules, process automations, reports, and dashboards.
  • Manage data enrichment processes using ZoomInfo and Clay to ensure contact and account data quality, completeness, and freshness.
  • Administer Outreach, including sequence management, template governance, A/B testing frameworks, and performance reporting.
  • Own CPQ administration and DocuSign integration to streamline the quote-to-close workflow.
  • Evaluate, pilot, and embed AI tools that drive measurable productivity gains for sales and marketing teams.
  • Design and maintain integrations across the GTM stack to ensure seamless data flow and eliminate duplicate entry.
  • Build and maintain KPIs, dashboards, and reports to measure GTM system health, tool adoption, and operational performance.
  • Develop and deliver training programs and documentation to drive effective adoption of GTM tools.
  • Manage vendor relationships, contracts, and renewals for key GTM technology platforms.

Requirements

  • Bachelor's degree in Business, Information Systems, or a related field.
  • Has 5+ years of experience in GTM Systems, Revenue Operations, Sales Operations, or a related hands-on technical role.
  • Expert-level proficiency in Salesforce.com (Sales Cloud); Salesforce Administrator or Advanced Administrator certification strongly preferred.
  • Hands-on experience managing data enrichment platforms, particularly ZoomInfo and/or Clay.
  • Demonstrated experience administering an email sequencing platform; Outreach experience strongly preferred.
  • CPQ administration experience required; familiarity with DocuSign CLM or eSignature integrations is a strong plus.
  • Experience implementing or operationalizing AI-powered sales and productivity tools.
  • Strong understanding of GTM processes including lead-to-opportunity, quote-to-cash, account/contact management, and pipeline management.
  • Proven ability to translate business requirements into technical system configurations and scalable processes.
  • Strong analytical skills with experience designing and building reports, dashboards, and operational metrics.
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Otter.ai

4.5 Glassdoor

With over 1 billion meetings processed, Otter.ai is the leading AI meeting agent empowering businesses to unlock the value of their meetings. With its advanced Gen AI technology, Otter.ai provides real-time notes, voice-activated agents that participate in meetings, summaries, action items, customized insights and content so that professionals are more productive and can collaborate with their teams more effectively.

Founded in 2016
Mountain View, California, USA
279 employees (17 in marketing)
95% recommend to a friend
93% CEO approval

Salaries

Posted range

$160K/yr – $180K/yr

Taken straight from the job posting.

See all Otter.ai salaries

Marketing Team

Marketing Team Size
12 (4% of company)
Median Tenure
4 years
Marketing Roles Posted (Last 30 Days)
1

Funding

Total Funding
$73M
Last Raise
$40M
Series B, 5 years ago

Funding History

  • Feb 2021
    Series B • $40M
  • Feb 2021
    Convertible Note • $10M
  • Jan 2020
    Series Unknown • $10M

Traffic Signals

Monthly Visitors
6.7M
Monthly Google Ads Budget
$223.8K
Traffic Source Mix
Search
23.4%
Direct
71.1%
Referral
4.5%
Social
0.4%
Paid
0.6%

Headcount Trend

Current headcount: ~280

Recent News

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Senior Analyst, GTM Systems

Otter.ai · San Francisco, CA · On-site