Director of GTM Technology & Operations at Harvey shaping technology roadmap to improve revenue processes. Leading a team to optimize go-to-market strategies and oversee technology investments.
Responsibilities
Develop and own the GTM technology roadmap across Marketing, Sales, Customer Success, and Partnerships
Partner with GTM executive leaders to identify pain points, gaps, and opportunities where technology and process design can improve outcomes (e.g., conversion, retention, efficiency)
Maintain a clear view of system interdependencies and data flow across CRM, marketing automation, customer success platforms, and related tools
Ensure all GTM technology initiatives align with business priorities, scalability goals, and data governance standards
Lead a team of business analysts who deeply understand GTM processes (e.g., lead routing, deal desk workflow, onboarding, renewals, expansion)
Translate business needs into detailed functional requirements, process documentation, and solution design specifications and partner with our GTM Systems team to implement best in class systems to drive efficiency and improve productivity
Work with cross-functional stakeholders to define success metrics and validate business cases for system enhancements or new implementations
Champion operational excellence and process optimization before introducing new tools or complexity
Run a structured intake and prioritization process for GTM technology requests and initiatives across GTM stakeholders
Facilitate alignment between GTM executives, Finance, and IT on resource allocation, timelines, and dependencies
Establish governance frameworks to manage competing priorities and ensure transparency into decision-making and project status
Maintain a living roadmap of active and planned initiatives with clear ownership and measurable outcomes
Collaborate closely with IT, InfoSec, and Data teams to scope, implement, and maintain GTM systems
Partner with IT on project delivery — ensuring business requirements are accurately translated into technical specifications and configurations
Lead vendor evaluations and RFPs for new GTM tools; assess build vs. buy tradeoffs and total cost of ownership
Manage relationships with key software vendors, ensuring strong service levels and product roadmap alignment
Partner with RevOps, Marketing Ops, Data, and Analytics teams to ensure systems enable accurate, actionable reporting and analytics
Drive consistent use of data definitions, process documentation, and system workflows across GTM teams
Promote adoption and effective use of technology through enablement, documentation, and change management programs
Requirements
8–12 years of experience in Revenue Operations, GTM Systems, or Business Operations
Significant exposure to Salesforce and related GTM tech stacks (e.g., Clay, Salesloft, Gong, LeanData, etc.)
Strong understanding of GTM processes, data models, and key SaaS metrics (pipeline, ARR, retention, expansion)
Proven ability to run intake and prioritization frameworks and align diverse stakeholders around a unified roadmap
Exceptional communication and stakeholder management skills — able to translate between business and technical audiences
Experience partnering with IT and external vendors to deliver system enhancements or implementations
Analytical mindset with a focus on business outcomes, ROI, and continuous improvement
Bachelor’s degree in Business, Operations, or related field (MBA or advanced degree preferred). Salesforce certifications are a plus.
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