Job Specifications
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 Developme
About the Company
Actionstep is a law firm management platform with practice management and legal accounting solutions that connect, organize, and automate all the work that happens at midsize law firms. Our solutions are built to adapt to a firm’s unique strengths and goals, supporting firms to modernize and build a firm advantage in the legal marketplace.
With connected features, like matter management, client intake, document management and automation, time tracking, billing, legal accounting, and business reporting, Actionstep equips fir...
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