Salesforce Cpq Engineer 3 Jobs

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION As a Mid-Market Account Executive, you will lead the sales process for some of the fastest growing and disruptive Broker-Dealers and RIAs in the space (50+ financial advisors). You will be in a high-impact role with CEO-level visibility, tasked with bringing in clients capable of changing our company’s trajectory. This job is being made available at an incredibly important time in Pontera’s trajectory, and there are many reasons it’s a great opportunity: a product with an immediate, measurable revenue impact for the client (share of wallet growth), a massive addressable market, and dominant category leadership in professional 401(k) management. There is a ton of greenspace. And we are looking for someone with grit, resiliency, and professionalism to capture this incredible opportunity. RESPONSIBILITIES Lead multi-threaded sales processes across C-Suite, Compliance, InfoSec, Legal, and Field Leadership. You own the deal from initial conversation through negotiation and close. Map the buyers of our prospects. Understand the goals, pl

Weekly office requirement: 3 days per week Employment type: permanent Seniority level: mid-senior/director level Salary Range :$120,000 to $130,000k DOE. and commission plan At GWI we’re always looking for extraordinary people who thrive on making an extraordinary impact. Right now we’re looking for an Account Director to play a key role in our Enterprise team in New York. If that’s you, and making a difference gets you out of bed in the morning, keep reading. It could be the start of something, well, extraordinary. Sounds great, what will I be doing? 🤔 As our Account Director, you’ll: own GWI’s relationship with some of the top network agencies in the world, such as WPP, Stagwell, and Havas. Our ideal candidate will excel at relationship-driven opportunities, have proven sales experience with market research tools and data, and come with their own network of well-earned industry contacts. A few things you’ll be responsible for: 👉 Own the entire revenue cycle with existing Tier 1 agency accounts – everything from renewal to upsell and expansion 👉 Identify new business opportunities within the account structure and execute well-planned, creative strategies to achieve both short-term and long-term commercial growth goals 👉 Enthusiastically present GWI product offerings with your own personal conviction and style 👉Collaborate well within a team-oriented environment - bring fresh thinking and new ideas to your team and senior leaders at GWI. It’s also fun; shaking things up is what working for GWI is all about. You’ll need to be flexible, comfortable with continuous change, and working in a high-tempo environment. What do I need to bring with me? 🧳 You’ll need to be able to demonstrate the core skills this role requires. You don't have to tick all the boxes right away; the important thing is that you’re willing to learn. Here’s what the team will be looking for in you: Technical 👉 Bring demonstrated experience selling

Your wellbeing, our mission. Join a company shaping a healthier world. GET TO KNOW US At Wellhub we're revolutionizing workplace wellness. Our platform connects employees worldwide to the best partners for fitness, mindfulness, therapy, nutrition, and sleep—all in one simple subscription. Headquartered in NYC with team members in Europe, North America and South America, we’re on a mission to make every company a wellness company. We believe work should be fulfilling, inspiring, and balanced. Here, you’ll find a team that values wellbeing, collaboration, and different perspectives, where passion and creativity push boundaries to create real impact. Your contributions will help shape a healthier, more balanced world for you and millions of people globally. Join us in redefining the future of wellbeing! THE OPPORTUNITY We are hiring a Sales Operations Professional to join our Sales Operations team in Brazil ! YOUR IMPACT Own pipeline and forecasting execution: Drive the end-to-end forecast and pipeline review cadence for your assigned segment or region, enforcing data quality in Salesforce and tracking call-to-commit variances. Deliver actionable analytics: Build and maintain high-visibility Tableau and Metabase dashboards tracking rep productivity, quota attainment, and overall pipeline health. Shape territory and quota planning: Model annual quota, coverage, and headcount scenarios, leveraging historical data to deliver actionable strategic choices to senior management. Drive process improvements: Scope and execute cross-functional RevOps initiatives to optimize Salesforce tooling, accelerate pipeline velocity, and enhance forecast precision. Partner across teams: Collaborate with Sales and FP&A during business planning cycles to provide critical data modeling for quota setting and long-term revenue strategy. Champion operational excellence: Proactively identify hidden insights within roll-up data, streamline team do

Your wellbeing, our mission. Join a company shaping a healthier world. GET TO KNOW US At Wellhub we're revolutionizing workplace wellness. Our platform connects employees worldwide to the best partners for fitness, mindfulness, therapy, nutrition, and sleep—all in one simple subscription. Headquartered in NYC with team members in Europe, North America and South America, we’re on a mission to make every company a wellness company. We believe work should be fulfilling, inspiring, and balanced. Here, you’ll find a team that values wellbeing, collaboration, and different perspectives, where passion and creativity push boundaries to create real impact. Your contributions will help shape a healthier, more balanced world for you and millions of people globally. Join us in redefining the future of wellbeing! THE OPPORTUNITY We are hiring a Partner Success Supervisor for our PARTNER EXPERIENCE (PEx) team in São Paulo ! This role leads the Retention Squad — a specialized team focused on preventing churn, recovering lost partners, and maintaining a healthy, growing active partner base. The squad handles 500+ tickets/month across churn prevention, win-back actions, expansion, and value proposition re-education. As Retention Coordinator, you will split your time between direct execution (70% — working the Retention queue hands-on) and team leadership (30% — coordinating squad priorities, quality, and coverage). You bring both the commercial judgment to handle complex retention cases and the people leadership to keep a global team performing consistently. This is a global-scope role. You will work closely with cross-functional and international stakeholders, and English is the primary language for team alignment, reporting, and YOUR IMPACT Lead a Global Retention Squad: Own weekly team rituals, bi-weekly 1:1s, performance reports, follow-ups, and structural escalations in English . Own Churn Prevention Cases: Engage directly with partners who have

Principal NetSuite Consultant | Non-Profit As a Principal NetSuite Consultant at Plative, you will be the senior functional authority for our nonprofit customer portfolio, including community foundations, food banks, and First Nations organizations. You will lead complex ERP transformations end to end, from executive discovery through go-live, and mentor consultants across the team. You will advise customer stakeholders on nonprofit finance and program processes, and partner with sales on pre-sales scoping and solution architecture. Key Responsibilities Lead executive-level discovery sessions and map fund accounting, grant management, and donor management requirements to recommended NetSuite configurations. Own the full project lifecycle for complex NetSuite implementations: solution design, configuration, and go-live readiness. Act as the senior subject matter expert for nonprofit finance: fund accounting, grant budgeting and reporting, restricted/unrestricted revenue, and multi-funder allocations. Guide program and grant workflows specific to community foundations, food banks, and First Nations/Indigenous organizations. Mentor senior consultants and analysts, and review their solution designs and configuration work across the portfolio. Partner with sales and account teams on pre-sales scoping, technical discovery, and SOW development. Identify project risks and technical constraints early, and work with delivery leadership to resolve them. Maintain executive-level customer relationships, and identify opportunities for platform optimization and expansion. Build reusable delivery assets, including blueprints and templates, for nonprofit engagements. Basic Qualifications 7+ years of experience implementing and configuring NetSuite ERP, with a focus on Nonprofit organizations, at least one full cycle implementation of NFP organization. Strong expertise in fund accounting, grant management, and restricted/unrestricted revenue recognition. Deep understanding of nonprof

Senior NetSuite Consultant | Non-Profit As a Senior NetSuite Consultant at Plative, you will advise and implement NetSuite solutions for our nonprofit customers, including community foundations, food banks, and First Nations organizations. You will use deep knowledge of NetSuite's nonprofit capabilities and common sector integrations to guide customers through discovery, design, and delivery. Plative moves fast, so you will work on multiple projects at once, from inception to completion. Responsibilities Lead discovery sessions to map fund accounting, grant management, and donor management requirements to NetSuite configurations. Manage and deliver complex NetSuite implementation projects, including solution design and project management. Configure restricted and unrestricted fund tracking, grant budgeting, and revenue recognition for donations and grants. Guide customers through NetSuite for Nonprofits setup and leading sector practices. Delegate tasks to analysts and guide their work to ensure high-quality deliverables. Flag project limitations and issues early, and work with senior consultants and architects to resolve them. Prepare design documentation and present configuration recommendations to customers. Communicate delivery risks, including budget, schedule, and scope, to project managers and lead consultants. Guide testing approaches for internal QA and customer UAT. Advise customers on leading practices for board and funder reporting. Basic Qualifications Bachelor's degree in a relevant field, or equivalent experience. 5+ years of experience implementing NetSuite, with a focus on Nonprofit organizations and at least one full cycle implementation with a Nonprofit. Strong understanding of fund accounting, grant management, and restricted/unrestricted fund tracking. Strong communication and presentation skills for working with customers and team members. Ability to work independently and as part of a team. Proficient in spreadsheet-level data transformations.

NetSuite Consultant at Plative, you support SaaS customers through NetSuite ERP implementations and platform optimizations. You configure and deliver scalable solutions for subscription-based businesses, working alongside senior consultants and project managers. This role requires close collaboration with customer stakeholders, project managers, developers, and cross-functional teams. You'll contribute across the project lifecycle, from discovery through deployment and post-implementation support, on one or more customer engagements at a time. Key Responsibilities Customer Collaboration Support NetSuite engagements for SaaS and subscription-based organizations Participate in discovery sessions and workshops to understand business processes and requirements Apply best practices for subscription billing, revenue recognition, and services delivery Build strong working relationships with customer stakeholders Solution Design & Business Analysis Translate business requirements into NetSuite configurations Document functional specifications, process flows, and solution details Support demonstrations, process walkthroughs, and end-user training NetSuite Implementation & Delivery Configure and customize NetSuite modules, including: Financials Suite Billing Advanced Revenue Management Suite Projects (PSA) Multi-Book Accounting Support delivery across one or more customer engagements Execute testing activities, User Acceptance Testing (UAT), and go-live readiness Work with technical teams to deploy customizations, workflows, and automation Integrations & Data Migration Support integrations between NetSuite and external platforms, including Salesforce, HubSpot, and Avalara Contribute to data migration planning, validation, and reconciliation Work with developers on custom integrations Required Qualifications 3-5 years of experience implementing and configuring NetSuite ERP solutions Working knowledge of: SuiteBilling ASC 606 Revenue Recognition Advanced Revenue Man

Your wellbeing, our mission. Join a company shaping a healthier world. GET TO KNOW US At Wellhub we're revolutionizing workplace wellness. Our platform connects employees worldwide to the best partners for fitness, mindfulness, therapy, nutrition, and sleep—all in one simple subscription. Headquartered in NYC with team members in Europe, North America and South America, we’re on a mission to make every company a wellness company. We believe work should be fulfilling, inspiring, and balanced. Here, you’ll find a team that values wellbeing, collaboration, and different perspectives, where passion and creativity push boundaries to create real impact. Your contributions will help shape a healthier, more balanced world for you and millions of people globally. Join us in redefining the future of wellbeing! THE OPPORTUNITY We are hiring a Retention Coordinator for our PARTNER EXPERIENCE (PEx) team in São Paulo ! This role leads the Retention Squad — a specialized team focused on preventing churn, recovering lost partners, and maintaining a healthy, growing active partner base. The squad handles 500+ tickets/month across churn prevention, win-back actions, expansion, and value proposition re-education. As Retention Coordinator, you will split your time between direct execution (70% — working the Retention queue hands-on) and team leadership (30% — coordinating squad priorities, quality, and coverage). You bring both the commercial judgment to handle complex retention cases and the people leadership to keep a global team performing consistently. This is a global-scope role. You will work closely with cross-functional and international stakeholders, and English is the primary language for team alignment, reporting, and YOUR IMPACT Lead a Global Retention Squad: Own weekly team rituals, bi-weekly 1:1s, performance reports, follow-ups, and structural escalations in English . Own Churn Prevention Cases: Engage directly with partners who have requested c

As a Senior NetSuite Consultant at Plative, you will act as a strategic advisor, implementing sophisticated NetSuite solutions for our portfolio of clients. While technical knowledge (scripting/workflows) is a "nice-to-have," your true value lies in your ability to bridge the gap between complex business processes and accounting principles. Candidates for this role should possess deep knowledge of NetSuite’s capabilities in the high-tech and professional services space and high-level knowledge of common industry specific integrations. Plative is a fast-paced, agile environment. You will manage end-to-end delivery for multiple clients simultaneously, ensuring that every configuration, from general ledger to advanced revenue recognition, aligns with industry best practices (SaaS and Professional Services). Key Responsibilities Lead sessions with team members and clients to uncover business requirements and map out complex accounting processes. Configure and customize NetSuite instances with a focus on high-level modules including Suite Billing, ARM, and Multi-book. Create detailed functional and technical requirement documents that serve as the blueprint for client success. Manage the full project lifecycle, from initial inception through data migration, system integrations, and UAT (User Acceptance Testing). Develop and contribute to data migration and system integrations. Work closely with developers to deploy custom solutions and report directly to a Delivery Manager within a cross-functional team of BAs and PMs. Maintain ongoing business relationships, ensuring client satisfaction and identifying growth opportunities. Basic Qualifications 5+ years of experience implementing and configuring NetSuite ERP. Proven experience in a service-based/consulting environment. We are looking for advisors who have worked with external clients, rather than internal-only administrators. Strong understanding of accounting principles is required. You must be comfortable discussing A

Your wellbeing, our mission. Join a company shaping a healthier world. GET TO KNOW US At Wellhub we're revolutionizing workplace wellness. Our platform connects employees worldwide to the best partners for fitness, mindfulness, therapy, nutrition, and sleep—all in one simple subscription. Headquartered in NYC with team members in Europe, North America and South America, we’re on a mission to make every company a wellness company. We believe work should be fulfilling, inspiring, and balanced. Here, you’ll find a team that values wellbeing, collaboration, and different perspectives, where passion and creativity push boundaries to create real impact. Your contributions will help shape a healthier, more balanced world for you and millions of people globally. Join us in redefining the future of wellbeing! THE OPPORTUNITY We are hiring a GTM Program Manager in our New Markets area in Brazil ! This is a Remote – Brazil position, meaning you can work from anywhere within the country. Please note that this role is only open to candidates in Brazil. In this role, you will sit at the strategic intersection of Demand Generation, Revenue Operations, Marketing, and Technical teams. As an operational amplifier for our commercial organization, you will design, build, and optimize AI-powered automations, automated workflows, and data pipelines that power our outbound go-to-market motions and help Wellhub scale globally. YOUR IMPACT Automate GTM Infrastructure: Design and deploy AI-powered data enrichment systems and workflows (using tools like Clay, Zapier, n8n, Salesforce, and Salesloft) to identify Ideal Customer Profile (ICP) prospects and deliver high-intent leads directly to sales teams. Drive Commercial Personalization: Build workflows that automate highly personalized messaging and deliver actionable account intelligence to SDRs and Closers to increase conversion rates. Execute GTM Experiments: Drive, prioritize, and analyze A/B

Your wellbeing, our mission. Join a company shaping a healthier world. GET TO KNOW US At Wellhub we're revolutionizing workplace wellness. Our platform connects employees worldwide to the best partners for fitness, mindfulness, therapy, nutrition, and sleep—all in one simple subscription. Headquartered in NYC with team members in Europe, North America and South America, we’re on a mission to make every company a wellness company. We believe work should be fulfilling, inspiring, and balanced. Here, you’ll find a team that values wellbeing, collaboration, and different perspectives, where passion and creativity push boundaries to create real impact. Your contributions will help shape a healthier, more balanced world for you and millions of people globally. Join us in redefining the future of wellbeing! THE OPPORTUNITY We are hiring a Business Intelligence Analytics Projects Senior Analyst to our Channel Partners team in São Paulo, Brazil ! This role is designed for a highly analytical, data-driven professional, with a strong performance mindset and a clear focus on scalability and efficiency. You will act as the technical architect and visual storyteller of our partner ecosystem, owning the full insight lifecycle, from modeling complex data using SQL and Python to delivering executive, ready insights through Looker, Metabase, Google Analytics, and Google Workspace, while actively leveraging AI-powered tools to scale data management and insight delivery for Channel Partners. Your mission is to turn data into measurable performance gains, accelerating decision-making through automation, intelligence, and clarity. YOUR IMPACT Act as a strategic analytics partner for Channel Ops and Strategy, translating performance questions into scalable technical and AI-enabled solutions. Enable teams through data literacy, tooling, and AI usage coaching, reinforcing a strong data-driven and performance-oriented culture. Identify inefficiencies across the

Your wellbeing, our mission. Join a company shaping a healthier world. GET TO KNOW US At Wellhub we're revolutionizing workplace wellness. Our platform connects employees worldwide to the best partners for fitness, mindfulness, therapy, nutrition, and sleep—all in one simple subscription. Headquartered in NYC with team members in Europe, North America and South America, we’re on a mission to make every company a wellness company.We believe work should be fulfilling, inspiring, and balanced. Here, you’ll find a team that values wellbeing, collaboration, and different perspectives, where passion and creativity push boundaries to create real impact. Your contributions will help shape a healthier, more balanced world for you and millions of people globally. Join us in redefining the future of wellbeing! THE OPPORTUNITY We are hiring a SMB Sales Account Executive II to join our Client Sales team in Amsterdam ! This is a hybrid role, requiring a minimum of two days per week in our Amsterdam office. YOUR IMPACT Managing mid-market companies (ranging from 101 to 500 employees). Negotiating with clients across multiple channels (chat, email, phone, and video calls). Developing tailored proposals for various business types, demonstrating how Gympass drives value for each (consultative selling approach). Managing a high-volume opportunity pipeline. Handling leads generated from both inbound and outbound marketing. Driving consistent strategy, negotiation, and closing of new business. Focusing on sales revenue and process compliance using Salesforce as the CRM tool. Live the mission: inspire and empower others by genuinely caring for your own wellbeing and your colleagues. Bring wellbeing to the forefront of work, and create a supportive environment where everyone feels comfortable taking care of themselves, taking time off, and finding work-life wellness. WHO YOU ARE Proven B2B sales experience within technology or SaaS companies. Experience managing mid-mar

Your wellbeing, our mission. Join a company shaping a healthier world. GET TO KNOW US At Wellhub we're revolutionizing workplace wellness. Our platform connects employees worldwide to the best partners for fitness, mindfulness, therapy, nutrition, and sleep—all in one simple subscription. Headquartered in NYC with team members in Europe, North America and South America, we’re on a mission to make every company a wellness company.We believe work should be fulfilling, inspiring, and balanced. Here, you’ll find a team that values wellbeing, collaboration, and different perspectives, where passion and creativity push boundaries to create real impact. Your contributions will help shape a healthier, more balanced world for you and millions of people globally. Join us in redefining the future of wellbeing! THE OPPORTUNITY We are hiring a Partner Sales Senior Manager to join our Partnerships team in Amsterdam ! Wellhub is officially expanding into the Benelux region, and you will join a high-impact team at the forefront of this new venture! As the first Partner Sales & Success Senior Manager in the region, you will play a key role in building our presence from the ground up—managing both the acquisition and retention of the wellness providers that will power our network. This is a rare opportunity to take on real leadership ownership from day one, introduce a global brand to new markets, and directly shape our long-term success in Belgium, the Netherlands, and Luxembourg. This is a hybrid role, requiring a minimum of two days per week in our Amsterdam office. YOUR IMPACT Reporting to the Head of Partnerships, you will be responsible for the “Longtail” Partner Sales and Success strategy, managing a diverse network of gyms and studios that will power the wellbeing of our corporate users. You will: Define and optimize the Benelux sales and success playbooks, ensuring a smooth transition from partner acquisition to long-term engagement. Implement localized onbo

Your wellbeing, our mission. Join a company shaping a healthier world. GET TO KNOW US At Wellhub we're revolutionizing workplace wellness. Our platform connects employees worldwide to the best partners for fitness, mindfulness, therapy, nutrition, and sleep—all in one simple subscription. Headquartered in NYC with team members in Europe, North America and South America, we’re on a mission to make every company a wellness company. We believe work should be fulfilling, inspiring, and balanced. Here, you’ll find a team that values wellbeing, collaboration, and different perspectives, where passion and creativity push boundaries to create real impact. Your contributions will help shape a healthier, more balanced world for you and millions of people globally. Join us in redefining the future of wellbeing! THE OPPORTUNITY We are hiring a Go-To-Market Engineer in our New Markets area in Brazil ! This is a Remote – Brazil position, meaning you can work from anywhere within the country. Please note that this role is only open to candidates in Brazil. In this role, you will sit at the strategic intersection of Demand Generation, Revenue Operations, Marketing, and Technical teams. As an operational amplifier for our commercial organization, you will design, build, and optimize AI-powered automations, automated workflows, and data pipelines that power our outbound go-to-market motions and help Wellhub scale globally. YOUR IMPACT Automate GTM Infrastructure: Design and deploy AI-powered data enrichment systems and workflows (using tools like Clay, Zapier, n8n, Salesforce, and Salesloft) to identify Ideal Customer Profile (ICP) prospects and deliver high-intent leads directly to sales teams. Drive Commercial Personalization: Build workflows that automate highly personalized messaging and deliver actionable account intelligence to SDRs and Closers to increase conversion rates. Execute GTM Experiments: Drive, prioritize, and analyze A/B exper

Your wellbeing, our mission. Join a company shaping a healthier world. GET TO KNOW US At Wellhub we're revolutionizing workplace wellness. We operate in 18 countries worldwide and our platform supports more than 40,000 clients, connecting their employees to the best partners for fitness, mindfulness, therapy, nutrition, and sleep—all in one simple subscription. Headquartered in NYC with team members across Europe, North America, and South America (2,000+ Wellhubbers and counting!), we’re on a mission to make every company a wellness company. As we continue to grow, we're extending our presence across Europe, with Belgium, Netherlands and Luxembourg among our next key markets! We believe work should be fulfilling, inspiring, and balanced. Here, you’ll find a team that values wellbeing, collaboration, and different perspectives, where passion and creativity push boundaries to create real impact. Your contributions will help shape a healthier, more balanced world for you and millions of people globally. Join us in redefining the future of wellbeing! THE OPPORTUNITY We are hiring a ​ S enior Manager, Strategic Partner Accounts to join our Partnerships team in Amsterdam! This is a hybrid role, requiring a minimum of two days per week in our Amsterdam office. Wellhub is officially expanding into the Benelux region, and you will join a high-impact team at the forefront of this new venture! As one of the first Partner Sales Managers in the region, you will play a key role in building our “Wishlist” strategy—identifying and signing some of the most important fitness and wellness partners across the region. This is a rare opportunity to take on real ownership from day one, introduce a global brand to new markets, and directly shape our long-term success in Belgium, the Netherlands, and Luxembourg. YOUR IMPACT Reporting to the Head of Partnerships, you will be responsible for the strategic acquisition and management of top-tier gym chains and boutique studios acros