
11 - 50 employees
Founded 2022
🤝 B2B
☁️ SaaS
🤖 Artificial Intelligence
B2B • SaaS • Artificial Intelligence
LeanScale is an AI-native GTM (go-to-market) operations services firm that embeds operators directly inside customers' systems to run and optimize RevOps and GTM workflows rather than acting as traditional advisors or consultants. They deliver hands-on CRM administration and implementation (Salesforce, HubSpot, etc. ), AI systems and workflows, tool integrations, GTM reporting and dashboards, process design and documentation, and ad-hoc GTM support, backed by bespoke AI agents and playbooks built across hundreds of B2B SaaS deployments. LeanScale serves growth-stage and VC-backed startups (clients named include Mistral AI, Chainguard, AssemblyAI, Clio, factory. ai, Anrok, Integrate. io), emphasizes measurable operational improvements, and is highly rated by customers on G2.
🕒 4 days ago
Visualforce
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11 - 50 employees
Founded 2022
🤝 B2B
☁️ SaaS
🤖 Artificial Intelligence
B2B • SaaS • Artificial Intelligence
LeanScale is an AI-native GTM (go-to-market) operations services firm that embeds operators directly inside customers' systems to run and optimize RevOps and GTM workflows rather than acting as traditional advisors or consultants. They deliver hands-on CRM administration and implementation (Salesforce, HubSpot, etc. ), AI systems and workflows, tool integrations, GTM reporting and dashboards, process design and documentation, and ad-hoc GTM support, backed by bespoke AI agents and playbooks built across hundreds of B2B SaaS deployments. LeanScale serves growth-stage and VC-backed startups (clients named include Mistral AI, Chainguard, AssemblyAI, Clio, factory. ai, Anrok, Integrate. io), emphasizes measurable operational improvements, and is highly rated by customers on G2.
• Systems Architecture Design & Implementation: Holistic design and implementation of the best systems for startups at each stage of growth. • AI-native Builder: Stay on the cutting edge of AI development, and incorporate it internally along with our customers at each stage of Marketing, Sales, CS, and Partnerships. • CRM Configuration: Customize CRMs (usually Salesforce/Hubspot) by configuring objects, fields, page layouts, workflow rules, validation rules, and other platform features to support various business processes. • User Management: Create and manage user profiles, roles, permissions, and access settings to ensure data security and appropriate access levels. • Data Management: Import, export, and maintain data within CRMs (usually Salesforce/Hubspot), ensuring data integrity and cleanliness through regular data audits and cleansing activities. • Reporting and Dashboards: Create and manage reports and dashboards to provide insights into sales, marketing, and service performance, enabling data-driven decision-making. • Process Automation: Build and maintain automated processes using workflow rules, process builder, and approval processes to streamline business operations and improve efficiency. • Third-Party Integrations: Integrate Salesforce/Hubspot with external applications and tools to enhance productivity and data synchronization. • Platform Upgrades: Stay updated on Salesforce/Hubspot releases and new features, planning and executing platform upgrades and enhancements as needed. • System Maintenance: Monitor system performance, troubleshoot issues, and coordinate with the IT team to address and resolve technical challenges. • Security and Compliance: Implement security best practices and ensure compliance with data privacy regulations and internal policies.
• A minimum of 2 years of hands-on experience as a CRM System Administrator, working with Salesforce Lightning or Hubspot. • Salesforce/Hubspot Administrator Certification is required. • Proficiency in Salesforce/Hubspot configuration, data management, and process automation. • Knowledge of Apex and Visualforce is a plus. • Experience implementing/managing at least one CRM integration tool (CPQ, Enablement Tool, Sales Engagement Tool, CRM data enrichment tool, etc.) • Experience analyzing GTM performance data and presenting insights to exec leadership • Google Sheets / Excel power user
• Path-to-partnership for everyone at the company • Included in profit sharing and equity pool
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