Actionstep is a pioneer in the development and sale of software-as-a-service (SaaS) products, specializing in the delivery of Legal Practice Management and Legal Accounting software. We are a fast growing, dynamic business with a global customer base of more than 50,000 and a team of over 250 in the USA, Australia, UK, Canada and New Zealand.
Actionstep is expanding its product portfolio and adding richer AI functionality across the platform to deepen customer value, accelerate cross-sell revenue, and introduce new add-on modules that increase competitive differentiation. This role leads the planning, execution and evangelizing of 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 deliver a better experience 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 have accurate, 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, workflow behavior, reporting discrepancies)
- Assist with 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
- Assist with duplicate management, normalization, and cleanup efforts
- Support data imports/exports and enrichment processes
- Help maintain alignment between Salesforce and connected systems
Automation & Process Support
- Assist in building and maintaining simple Salesforce Flows, validation rules, and automation under guidance
- Help test and QA changes in sandboxes before production deployment
- Support documentation of Salesforce processes and system behavior
Reporting & Sales Insights
- Help build and maintain Salesforce reports and dashboards for Sales leadership and RevOps
- Investigate and help resolve data and reporting inconsistencies
GTM Systems Support
- Support operational workflows across the go-to-market tech stack, including but 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
- Assist with user questions related to these tools and their Salesforce integrations
User Enablement
- Create and maintain Salesforce 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 and maintain strong working relationships with all internal and external parties ensuring transparent, proactive and effective communication always.
- Attending and proactively contributing to customer, partner and internal meetings with the view to add value in a constructive manner.
Professional Development:
- Actively looking to build own career through delivery of self and assisted professional development initiatives.
- Being a thought leader both within Actionstep but also in the wider industry.
- Staying abreast of industry best practice patterns, products and technologies and assisting in process improvement activities as required.
Continuous Improvement:
- Proactive in identifying and participating in the continuous improvement of processes and procedures within the Team.
- 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 and accidents and participating in safety and wellbeing initiatives and programmes as required.
Other Responsibilities:
- Undertaking any other reasonable duties as required
Requirements
EXPERIENCE & QUALIFICATIONS
- 2-3 years of hands-on Salesforce administration experience, including but not limited to, familiarity with Salesforce object model, and experience troubleshooting user issues related to permissions, visibility, and workflow behavior
- 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)
- 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 data resulting in trusted, accurate reporting, with minimal manual workarounds.
- Strong system adoption 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.
Benefits
Join our inspirational working environment!
We have a fantastic and inspirational working environment!
- Robust medical, dental, vision offerings
- RRSP with company match
- Flexible working and PTO
- Take your birthday off
- Frequent team building events
- Fantastic training and development opportunities
