A key part of this role is balancing long-term platform health with near-term business needs, while driving operational excellence through strong sprint management, clear delivery expectations, and continuous improvement. You'll also champion the integration of AI-native solutions across our operations and go-to-market systems and within team workflows, helping GitLab scale efficiently.

This role includes leading large, complex programs that drive business transformation, ensuring our platform remains scalable, secure, and compliant as we grow. Some examples of our projects:

• Building and evolving a scalable Salesforce architecture across integrated go-to-market applications
• Advancing Salesforce DevOps practices (source control, continuous integration, and release management) and platform governance
• Designing and delivering advanced Salesforce solutions and integrations with other critical business systems
• Introducing AI-native capabilities and automation to improve system workflows and team productivity

Responsibilities:

• Lead and mentor a team of Salesforce engineers, supporting career growth through coaching, feedback, and hands-on guidance.
• Drive the architectural vision and technical roadmap for GitLab's Salesforce platform and integrated go-to-market applications, with a focus on scalability, performance, security, and compliance.
• Champion the integration of AI-native solutions within operations and go-to-market systems and within engineering workflows to improve efficiency and unlock new capabilities.
• Partner with cross-functional stakeholders (Sales, Marketing, Customer Experience, and Operations) to translate business needs into a prioritized engineering backlog and delivery plan.
• Provide technical leadership on complex challenges by contributing to solution design, reviewing code, and guiding implementation across the Salesforce ecosystem.
• Own operational excellence for the team, including sprint planning, capacity management, removing blockers, and ensuring high-velocity, high-quality delivery.
• Establish and enforce engineering best practices, including source control, continuous integration and continuous deployment, release management, code quality, and platform governance.
• Lead large-scale programs and integrations across Salesforce and other key business systems, introducing automation and process improvements to help GitLab scale.

Requirements:

• 7+ years of progressive experience in Salesforce development and architecture, building scalable solutions that support go-to-market systems.
• 2+ years of experience managing or leading technical teams, with a track record of coaching, giving actionable feedback, and growing team members.
• Strong proficiency with Salesforce technologies including Apex, Lightning Web Components, Visualforce, and SOQL, and the ability to guide design and code review decisions.
• Strong command of Salesforce DevOps practices, including Git-based source control, continuous integration and continuous delivery (CI/CD), and reliable release management.
• Experience designing and overseeing integrations between Salesforce and other business systems, including using integration platform as a service (iPaaS) tools and automation solutions.
• Ability to translate stakeholder needs into a prioritized engineering backlog, balancing long-term platform health with near-term business outcomes.
• Excellent communication and relationship-building skills, with the ability to explain technical concepts clearly to non-technical partners across Sales, Marketing, Customer Experience, and Operations.
• Comfort working in a remote, asynchronous environment, with a passion for using AI-native solutions to improve team productivity and the systems you build.

About the team: The Salesforce Engineering Manager is part of the Enterprise Applications team, which is responsible for GitLab's critical business applications, including Salesforce, ServiceNow, Zuora, NetSuite, and more. This team helps GitLab scale by delivering new capabilities while maintaining a reliable, secure, and compliant production environment.

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The Head of Financial Systems will own the strategy, implementation, and continuous improvement of Scale AI's finance technology stack.

You are a builder-first leader who blends enterprise architecture with AI automation - eliminating manual workflows, tightening the financial data fabric, and enabling the Finance team to move with the speed and rigor the business demands.

You will be the primary technology partner to the Finance leadership team, and the person ultimately accountable for the reliability, scalability, and intelligence of every system that touches the financial close, revenue, and spend lifecycle.

Key Responsibilities

ERP Ownership & Optimization

Own the full lifecycle of our ERP environment (NetSuite or equivalent), including architecture, configuration, integrations, and roadmap.

Ensure the platform reliably supports the General Ledger, AP, AR, Procure-to-Pay, Fixed Assets, Revenue Recognition, Sales Audit, and International Consolidations & Reporting.

Order-to-Cash & Procure-to-Pay

Drive end-to-end process excellence across Order-to-Cash (Sales/Revenue Capture, Sales Audit, Billing) and Procure-to-Pay (Direct & Indirect Purchasing).

Identify gaps between upstream systems and ERP, and close them through disciplined integration design.

AI Agent Deployment

Identify opportunities to replace manual finance workflows with AI/LLM-powered agents.

Build and manage internal agents that automate forecasting inputs, variance analysis, close task management, and reconciliation , reducing cycle time and surfacing actionable insights for Finance leadership.

Systems Integration & Data Architecture

Design scalable data flows and APIs that connect the ERP to adjacent finance tools (billing, expense, FP&A, treasury) into a cohesive, auditable ecosystem.

Ensure clean, governed data movement from source systems to the general ledger and reporting layer.

Operational Excellence & Controls

Establish disciplined change management, clear data governance, and measurable SLAs across all financial systems.

Stabilize environments to support audit readiness, SOX compliance, and regulatory requirements.

Finance Stakeholder Partnership

Serve as the primary technology partner to the CFO, Controller, FP&A, and Accounting teams.

Translate complex technical constraints into business outcomes and align system roadmaps with Finance's strategic priorities.

Team Leadership

Build and lead a high-impact Finance Systems team.

Foster a culture of curiosity, speed, and user-centricity , where the team is as proud of a clean reconciliation workflow as any external product shipped.

What You'll Bring

• 8+ years of experience leading finance systems or enterprise application functions in a fast-paced, high-growth environment

• Deep, hands-on knowledge of ERP platforms (NetSuite strongly preferred) across core modules: GL, AP, AR, Fixed Assets, Revenue Recognition, Procure-to-Pay, Sales Audit, and International Consolidations

• Strong understanding of Order-to-Cash and Procure-to-Pay process design, including the touchpoints between upstream sales/procurement systems and the ERP

• Strong understanding of Sox IT General controls and track record implementing them

• Proven track record designing and deploying AI/LLM-powered workflows or agentic systems to improve Finance team efficiency

• Ability to design and govern scalable integrations and data flows across SaaS tools

• Experience influencing Finance leadership, translating technical complexity into clear business decisions

• Proficiency in an iPaaS platform (e.g., Workato, Mulesoft, Boomi, etc.)

• Workato Certification is a big plus

• Proficiency in Python or SQL to personally prototype, audit, and quality-check automation logic

• Familiarity with adjacent Finance tooling: expense management, FP&A platforms, billing systems, and treasury tools

Compensation

Compensation packages at Scale for eligible roles include base salary, equity, and benefits.

The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position, determined by work location and additional factors, including job-related skills, experience, interview performance, and relevant education or training.

Scale employees in eligible roles are also granted equity-based compensation, subject to Board of Director approval.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process, and confirm whether the hired role will be eligible for equity grant.

You’ll also receive benefits including, but not limited to:

• Comprehensive health, dental, and vision coverage

• Retirement benefits

• A learning and development stipend

• Generous PTO

Additionally, this role may be eligible for additional benefits such as a commuter stipend.

Base Salary Range

The base salary range for this full-time position in the location of San Francisco is $198,400-$248,000 USD

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As you master our integration landscape, you'll have opportunities to expand into Claude-powered AI automation and data pipeline development.

You'll build the integration backbone for one of the fastest-growing AI companies, with a front-row seat to how Claude transforms financial operations. This is a foundational role where you'll shape our integration architecture from the ground up, then expand into cutting-edge AI automation as our needs evolve.

In this role, you will:

• Design, build, and maintain integrations connecting ERP systems with downstream applications, including ZipHQ, Brex, Navan, Clearwater, Payroll systems, Salesforce, and other critical financial platforms using Workato, MuleSoft, or similar iPaaS solutions.

• Support integration development and testing during the ERP implementation projects.

• Develop and maintain REST APIs, webhooks, and OAuth 2.0 authentication flows for secure system-to-system communication.

• Implement real-time and batch integration patterns supporting high-volume financial transactions.

• Establish monitoring, alerting, and error-handling frameworks to ensure integration reliability and data integrity.

• Document integration architectures, data flows, API specifications, and troubleshooting procedures.

• Collaborate with implementation consulting partners and vendors on technical integration requirements.

Additional scope includes AI automation and data infrastructure, including AI agent development, data pipeline support, governance, and collaboration.

You may be a good fit if you have 8+ years of experience in integration development, data engineering, or systems engineering roles, possess hands-on experience with iPaaS platforms, and have strong programming skills in Python and/or JavaScript/TypeScript.

Strong candidates may also have experience with high-growth technology companies, background in AI/ML companies, and hands-on experience with specific platforms, including Workday Financials, Stripe, Salesforce, Zuora RevPro, Zip Procurement, Clearwater treasury systems, Pigment planning tools, Numeric close management, and programming skills in Python/JavaScript.

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Responsibilities:

• Lead the design, implementation, administration, and optimization of core SaaS platforms including Okta, Google Workspace, Slack, Atlassian, and other IT tools.
• Own end-to-end support, monitoring, troubleshooting, and performance tuning of applications, systems, and their complex interconnections,ensuring high availability, security, and seamless user experience.
• Help architect and advance our workforce Identity and Access Management program, including configuration of Single Sign-On (SSO), lifecycle management, provisioning/deprovisioning, access governance, and policy enforcement.
• Serve as the subject matter expert (SME) providing strategic technical guidance to support business expansion, system scalability, and infrastructure maturity.
• Drive cross-functional knowledge sharing by authoring, maintaining, and evolving comprehensive IT documentation, runbooks, and architecture diagrams.
• Proactively identify gaps, risks, and opportunities in the environment; lead initiatives to enhance security posture, operational efficiency, and resilience,prioritizing automation of manual/repetitive processes.
• Evaluate emerging technologies, IAM trends, and automation platforms; develop business cases and lead proof-of-concepts or adoption recommendations.
• Mentor junior engineers and collaborate with cross-functional teams to align IT capabilities with organisational goals.

Basic Qualifications:

• 8+ years of hands-on experience administering and optimising a broad portfolio of SaaS applications in a hybrid and high-growth environment,with advanced proficiency in our core stack: Okta (including Advanced Server Access & Workflows), Google Workspace, Slack Enterprise, Atlassian, etc.
• 4+ years of deep experience with n8n, Okta Workflows and/or other leading iPaaS/automation platforms (e.g., Workato, Zapier, BetterCloud, custom integrations).
• Expert-level knowledge of IAM principles and protocols: SSO, SAML, OIDC, OAuth 2.0, SCIM, JIT provisioning, SWA, RBAC, ABAC, and access governance best practices.
• Strong experience designing and working with APIs for custom integrations, data flows, and automation.
• Proficiency in scripting and automation for monitoring, alerting, and operational efficiency (e.g., Google Apps Manager (GAM), Python, Bash, PowerShell, Terraform, or similar); experience building custom solutions is highly valued.
• Solid working knowledge and administrative experience in Azure, AWS, and/or GCP cloud platforms.
• Exceptional analytical and troubleshooting skills with a proven track record of resolving sophisticated, cross-system incidents under pressure.
• Demonstrated ability to deliver measurable business impact, own key deliverables, and drive projects to completion in fast-paced environments with competing priorities.
• Comfortable adapting to dynamic requirements, handling time-sensitive escalations, and participating in on-call rotation.
• Track record of success as a Senior IT Systems Engineer or equivalent in a fast-moving corporate or tech environment.
• Okta certifications (e.g., Okta Certified Professional / Administrator / Consultant) strongly preferred; other relevant certifications (Google Workspace) are a plus.
• Bachelor’s degree in Information Technology, Computer Science, or a related field preferred (or equivalent demonstrated experience) is a plus.

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As you master our integration landscape, you'll have opportunities to expand into Claude-powered AI automation and data pipeline development.

You'll build the integration backbone for one of the fastest-growing AI companies, with a front-row seat to how Claude transforms financial operations. This is a foundational role where you'll shape our integration architecture from the ground up, then expand into cutting-edge AI automation as our needs evolve.

Responsibilities

Core Focus: Integration Development & ERP Support

• Design, build, and maintain integrations connecting ERP systems with downstream applications including ZipHQ, Brex, Navan, Clearwater, Payroll systems, Salesforce, and other critical financial platforms using Workato, MuleSoft, or similar iPaaS solutions

• Support integration development and testing during the ERP implementation projects

• Develop and maintain REST APIs, webhooks, and OAuth 2.0 authentication flows for secure system-to-system communication

• Implement real-time and batch integration patterns supporting high-volume financial transactions

• Establish monitoring, alerting, and error-handling frameworks to ensure integration reliability and data integrity

• Document integration architectures, data flows, API specifications, and troubleshooting procedures

• Collaborate with implementation consulting partners and vendors on technical integration requirements

Additional Scope: AI Automation & Data Infrastructure

• Build and deploy Claude-powered AI agents that automate financial operations including intelligent document processing, workflow automation, financial audit and reconciliations, and self-service reporting

• Design agentic workflows that leverage Claude API capabilities integrated with ERP platform data and processes

• Create automated validation and quality assurance processes for AI-generated outputs

• Partner with Finance teams to identify automation opportunities and translate requirements into AI agent solutions

• Support data pipeline development using Airflow for workflow orchestration and dbt for data transformation

• Build and maintain data flows from ERP and other financial systems into BigQuery for analytics and reporting

• Implement data quality checks and testing frameworks for financial data pipelines

• Collaborate with Data Infrastructure team on pipeline architecture, performance optimization, and security monitoring

• Support executive dashboards and financial analytics by ensuring timely, accurate data delivery

Governance & Collaboration

• Maintain comprehensive documentation for integrations, AI agents, and data pipelines

• Support internal and external audits with technical evidence and system access reviews

• Collaborate with Finance Systems Engineers on operational support, troubleshooting, and enhancement requests

• Partner with Finance Operations, Accounting, FP&A, Engineering, and Data Infrastructure teams to deliver holistic solutions

Requirements

• 8+ years of experience in integration development, data engineering, or systems engineering roles

• Hands-on experience with iPaaS platforms such as Workato, MuleSoft, Dell Boomi, or similar integration tools

• Strong programming skills in Python and/or JavaScript/TypeScript for building custom integrations, APIs, and automation scripts

• Experience with data pipeline tools including Airflow for orchestration and dbt for transformation

• Working knowledge of cloud data platforms such as BigQuery, Snowflake, or Databricks

• Understanding of REST API design patterns, webhooks, OAuth 2.0, and modern integration architectures

• Familiarity with ERP systems (Oracle Fusion, Workday Financials, or similar) and financial business processes

• Strong problem-solving skills with ability to debug complex integration issues across multiple systems

• Excellent communication skills to collaborate with technical and business stakeholders

Preferred Qualifications

• Experience with high-growth technology companies scaling through rapid revenue expansion (5x-10x growth)

• Background in AI/ML companies with familiarity in modern SaaS business models including consumption-based pricing, usage metering platforms, and marketplace billing

• Hands-on experience with specific platforms: Workday Financials (Workday Studio, EIB, custom reports, Prism Analytics)

• Technical expertise with modern finance tech stack including Stripe, Salesforce, Zuora RevPro, Zip Procurement, Clearwater treasury systems, Pigment planning tools, Numeric close management

• Programming skills in Python / JavaScript, or similar languages for building custom integrations, APIs, and automation scripts

• Experience with AI/LLM integration for financial operations, including document processing, data extraction, intelligent automation, and agentic workflows (familiarity with Claude models and API is a plus)

• Hands-on experience with modern data stack tools: BigQuery/Snowflake/Databricks, dbt for data transformation, Airflow for workflow orchestration

• Professional certifications such as Workato, Workday integrations, or relevant technical credentials

• Bachelor's or Master's degree in Computer Science, Information Systems, Accounting, Finance, Engineering, or related technical/business field

• Experience with business intelligence and financial reporting tools (Hex, Looker, Tableau, Power BI) for executive dashboards and financial analytics

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We believe the future of law will be built by 'AI-Native Law Firms' , firms that are managed, scaled, and optimized by intelligent systems rather than manual processes and endless administrative work. Eve's technology augments the capabilities of attorneys across every stage of a case , from intake and document review to strategy and settlement , so they can focus on what truly matters: achieving the best outcomes for their clients.

Why Join Eve:

Product-market fit: Eve is used by over 550+ law firms, and we're growing fast. Backed by top investors: We've raised over $160M from world-class partners including Spark Capital, Andreessen Horowitz(A16z), Menlo Ventures, and Lightspeed. Built by a world-class team: Engineers, designers, and operators from places like Scale, Meta, Airbnb, Cruise, Square, Rubrik, and Lyft are building Eve from the ground up. AI-Native from day one: We're on the bleeding edge of AI, collaborating directly with teams at OpenAI and Anthropic to build best-in-class AI workflows tailored for legal work. Explosive growth: We are growing 2X revenue Quarter over Quarter. Our revenue model is consumption-based (per legal matter), which means our success is directly tied to how deeply customers adopt the product. That starts with integration. Customers with connected CMS integrations retain and expand at significantly higher rates, and nearly every account that has expanded started with a completed integration.

Why This Role:

You'll own the end-to-end integration experience for Eve's customers, from contract signed to integration live and usable. Eve integrates with multiple major case management platforms, each with its own API patterns, authentication models, deployment quirks, and edge cases. Some are cloud-native with clean REST APIs. Others are self-hosted on-prem systems behind firewalls that require weeks of configuration. Your job is to figure out the right integration path for each customer and drive it to completion. This is not a project management role, but it's not a pure engineering role either. You'll split your time between hands-on technical work (configuration, validation, debugging, scripting) and customer-facing delivery (implementation planning, expectation setting, vendor coordination, internal handoffs).

What You Will Accomplish:

Own integration delivery for customers from post-sale through go-live: scoping the integration path, validating configuration (auth setup, tenant and environment validation, allowlisting, callback/redirect setup, granular permissions, document store configuration), testing in sandbox and live environments, and driving to completion Scope integration approaches for new CMS partners, prototype solutions, and deliver technical requirements to Engineering for productization Manage strategic vendor relationships: pressuring vendors for API access, proving whether issues are on their side or ours, identifying unsupported or undocumented API behavior, and negotiating workarounds when standard paths don’t exist Debug and resolve production integration issues by tracing through logs, isolating the layer (our side, vendor side, or customer config), and resolving or routing to Engineering with a clear diagnosis Build the assets required to scale integration delivery: implementation playbooks, vendor-specific setup guides, troubleshooting matrices, customer readiness checklists, known limitation documentation, escalation criteria, and handoff notes for the CS team Identify patterns across customer integrations and feed productization requirements back to Engineering, without duplicating the platform Engineering owns

What We Are Looking For:

3-5+ years building, configuring, and debugging production API integrations (REST APIs, pagination, rate limiting, retry logic) Experience owning implementation delivery end-to-end, not just building integrations but driving them to completion with customers Proficiency in Python or Node.js (Python preferred) for scripting, data transformation, and API orchestration Hands-on experience with OAuth 2.0, JWT, token refresh cycles, and permission/scoping troubleshooting Comfortable working with webhooks and debugging common failure modes (expiry, missed events, configuration drift) Experience mapping data across systems that represent the same concepts differently Strong communication skills for customer calls, vendor negotiations, and internal coordination Interest in legal technology and how law firms operate

You’ll Thrive in This Role If You Have:

Direct experience with legal tech platforms (Clio, Filevine, SmartAdvocate, Litify) iPaaS or integration platform experience (Workato, Celigo, Mulesoft, Tray.io) A track record of creating implementation documentation, runbooks, or process guides that other teams use SQL familiarity and ability to reason about how integration data flows into a data warehouse On-prem and hybrid deployment experience with self-hosted systems, firewall rules, and VPNs Multi-tenant integration management across hundreds of customer accounts Experience building observability and alerting for integrations at scale

Additional Information:

Benefits: Competitive Salary & Equity 401(k) Program with Employer Matching Health, Dental, Vision and Life Insurance Short Term and Long Term Disability Autonomous Work Environment Office Setup Reimbursement Flexible Time Off (FTO) + Holidays Quarterly Team Gatherings

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About the role: As part of a selective and growing team, Enterprise Architects also help define sales and execution processes for effective land-and-expand strategies.

Responsibilities: Leveraging domain expertise in Customer Experience (CX) and related ecosystems (e.g., Call Center infrastructure, Chat platforms, AWS services, Workforce Management, Automation, ChatBots, CRM, Integrations). Serving as the authoritative source on Cresta's platform integrations and their technical benefits. Owning the Technical Architecture blueprint from pre-sales to post-sales, ensuring technical wins by managing stakeholder expectations and collaborating across multiple levels (from end-users to executives) and with internal teams (Pre-sales Solution Engineers, engineering, and success organizations). Pre-sales: problem solving with end-customers to determine best solution architecture and integration approach. Post-sales: supporting the technical implementation team to help get customers up and running on Cresta. Along the way, closely collaborating with Sales, Product, Marketing, and Engineering in order to meet existing, new, and future customer needs.

Qualifications We Value: Experience with Telephony and Contact Center Infrastructure (AWS Connect, Genesys, Five9, etc.). Good understanding of integration options, APIs, iPaaS, UI Integrations. Highly experienced with AWS, GCP, Salesforce. Strong expertise in enterprise architecture, cloud platforms, AI/ML, and data systems. Has extensive experience in large scale enterprise software implementations and solutions architecture. Deep understanding of how enterprises leverage Generative AI solutions. Is highly organized: able to manage complex internal and external processes with many different stakeholders and timelines ensuring that all parties are kept in the loop with clear notes, action items, and next steps to keep projects on track and successful. Is able to build strong external relationships with external technical stakeholders and in general able to take a consultative and strategic approach to solving customer problems. Experience managing and advising on large-scale programs with multiple stakeholders and dependencies. Is willing to do some travel (if/when the world goes back to normal) but before then be willing to be on frequent video calls with customers in EST - PST time zones.

Product & Engineering Partnership: Gather and synthesize customer feedback to inform product and engineering priorities. Identify and address gaps in technology adoption or deployment through cross-functional collaboration. Influence future product strategy with insights derived from real-world field engagements. Report directly to the Field CTO and should be able to manage delivery for strategic accounts end-to-end.

Perks & Benefits: We offer a comprehensive and people-first benefits package to support you at work and in life: Comprehensive medical, dental, and vision coverage with plans to fit you and your family. Paid parental leave for all new parents welcoming a new child. Remote work setup budget to help you create a productive home office. Monthly wellness and communication stipend to keep you connected and balanced. 20 days of vacation time to promote a healthy work-life blend.

Compensation at Cresta: Cresta’s approach to compensation is simple: recognize impact, reward excellence, and invest in our people. We offer competitive, location-based pay that reflects the market and what each individual brings to the table. Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable. Your recruiter can provide further details. In addition, total compensation includes a comprehensive benefits package for you and your family.

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