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Operations Engineer
Clerk Chat · San Francisco, United States
About The Role
Join our team as an Operations Engineer, where you will design and implement automation for lead routing, qualification, follow-ups, forecasting, and reporting. You will integrate various platforms, ensure data integrity, enable the sales team, drive insights, and work cross-functionally with Sales, Marketing, Customer Success, and Engineering. Enjoy unlimited vacation days, a dependent care spending account, flexible spending account, tier 1 dental and vision care, a 401k with a 4% match, and platinum medical benefits.
- Design and implement automation for lead routing, qualification, follow-ups, forecasting, and reporting to eliminate manual work.
- Connect CRM, marketing, product, billing, and support systems using APIs, webhooks, and middleware to ensure seamless integration.
- Maintain high data quality across systems, resolving inconsistencies and improving reliability for reporting and forecasting.
- You’re comfortable working across teams, diving into CRM configurations, building integrations, and using data to drive clarity and efficiency
- You enjoy turning messy, manual sales processes into scalable, reliable workflows
- You’re excited by the challenge of building the infrastructure that powers a fast-growing revenue engine
- You understand that a great sales organization runs on clean data, smart automation, and tools that help reps sell - not slow them down
- You’re a technically minded operator who thrives at the intersection of sales, systems, and automation
- CRM Expertise – Hands-on experience with Salesforce (preferred) or similar platforms, including workflows and reporting
- Systems Thinking – Ability to design scalable, maintainable solutions while debugging complex operational issues
- Automation & Integration Skills – Experience building automations and connecting systems using APIs, webhooks, or no/low-code tools (Make, n8n...)
- Analytical Mindset – Strong ability to work with data, build dashboards, and derive actionable insights
- Strong Communication – Ability to translate business needs into technical solutions and collaborate across teams
- Sales Operations or RevOps Experience – 3+ years working with sales systems, CRM platforms, or revenue operations
- Exposure to early-stage startups or high-growth companies, with a passion for driving results in these environments
- Prompt engineering skills
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