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About the Role

This role exists to lead the consolidation of two separate Salesforce instances into one, and to own Salesforce administration end-to-end afterward. You'll have real autonomy over system decisions and a genuine growth trajectory.

Responsibilities

• Administer both existing Salesforce instances through the merger, then own the single consolidated Salesforce org post-merge — user setup, permissions, workflows, and integrations.
• Diagnose Salesforce data quality issues at the root cause and build guardrails against recurring problems.
• Partner closely with Marketing Ops on Marketing-to-Sales handoffs and pipeline metrics, and with Sales Ops on data hygiene that feeds their analysis.
• Understand the HubSpot connector and broader GTM tool stack well enough to work across it.
• Build and maintain training materials whenever you change a process or tool that other users rely on.
• Be a daily power user of AI in your own workflow, and build agents yourself — executing on recommendations and building further automation as new integrations open up.

Requirements

• Salesforce administration expertise.
• Experience owning more than one piece of the GTM stack.
• Background in SaaS.
• Comfort working fast and juggling simultaneous requests from different stakeholders, with the confidence to give your own opinion rather than just executing tickets.
• AI fluency that goes beyond using tools day-to-day: you can build your own agents and automations.
• Financial services background is a plus.
• Experience with post-merger or M&A systems integration is a plus.

Skills

• Salesforce administration
• AI
• HubSpot connector
• GTM tool stack

Location

• Austin HQ

Work Type

• Hybrid

Experience Level

• Mid-level

Salary/Compensations

• $130,000-$150,000

Benefits

• Equity Appreciation Rights
• Comprehensive health coverage: medical, dental, and vision
• 401(k) with 3% employer match
• 20 days PTO annually, plus your birthday off and paid sick leave
• Enhanced family leave
• Life insurance

About the Company

• Red Oak builds the compliance and distribution platform financial services firms run on.
• More than half of the top 20 global asset managers are Red Oak clients, including BlackRock, Vanguard, PIMCO, and Morgan Stanley.
• We've grown from ~$12M to ~$45M in ARR, at ~60% year-over-year growth, on the way to $100M ARR.
• There's no direct holistic competitor to what we've built — a sole-source, integrated compliance and distribution platform.