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Red Oak
Austin, Texas, United States
Source: Red Oak careers · View original posting
From Red Oak's posting. “We” and “our” refer to the employer.
Red Oak builds compliance software for financial services firms. Today we serve 19 of the top 20 global asset managers — including BlackRock, Vanguard, PIMCO, and Morgan Stanley — along with 1,550+ regulated firms and $62 trillion in AUM as one combined company. There's no direct holistic competitor to what we've built — a sole-source, integrated compliance and distribution platform. Our vision: we become the compliance layer every Financial Services firm runs on.
Why This Role Matters
No one owned Red Oak's GTM systems before our Director of RevOps joined about a year ago — since then, he's brought real stability to a stack that had been patched together in pieces. Now, with our recent merger with MirrorWeb, Red Oak is running two separate Salesforce instances that need to become one, on top of a GTM motion that's doubled in size. This role exists to lead that consolidation and own Salesforce administration end-to-end afterward.
You'll have real autonomy over system decisions from day one, and a genuine growth trajectory if you perform — modeled on the same path our Director of RevOps took to get here.
High autonomy. High ownership. High impact.
Both Salesforce instances (legacy Red Oak and MirrorWeb) are understood, stabilized, and merged into one consolidated org.
Data quality issues in Salesforce are diagnosed at the root cause and resolved, not just patched.
AI is handling meaningfully more manual CRM data entry than it does today.
Marketing Ops and Sales Ops trust the data flowing through Salesforce for handoffs, pipeline, and reporting.
You'll own Salesforce administration for Red Oak's GTM organization — right now, that means understanding and helping administer two separate Salesforce instances through our merger integration, then owning the single consolidated instance that comes out the other side. You'll work hand-in-hand with Marketing Ops (who own HubSpot) on handoffs and pipeline metrics, and with Sales Ops, whose data analysis depends on the hygiene you maintain.
Administer both existing Salesforce instances through the merger, then own the single consolidated Salesforce org post-merge — user setup, permissions, workflows, and integrations.
Diagnose Salesforce data quality issues at the root cause and build guardrails against recurring problems.
Partner closely with Marketing Ops on Marketing-to-Sales handoffs and pipeline metrics, and with Sales Ops on data hygiene that feeds their analysis.
Understand the HubSpot connector and broader GTM tool stack well enough to work across it, even though HubSpot itself is owned by Marketing Ops.
Build and maintain training materials whenever you change a process or tool that other users rely on.
Be a daily power user of AI in your own workflow, and build agents yourself — not just use ones handed to you. You'll pick up where Red Oak's existing Claude agents (which already flag hygiene gaps and recommend process improvements) leave off: executing on those recommendations and building further automation as new integrations open up.
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
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