About the role
About Red Oak
Red Oak builds compliance software for financial services firms. Today we serve 37 of the top 40 global asset managers — including Fidelity, BNY, Blackstone, and JP Morgan — along with 1,550+ regulated firms and $101 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.
What Success Looks Like
- 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.
The Role
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.
What You'll Bring
- Salesforce administration expertise — you're a genuine Salesforce pro, not someone who's dabbled.
- Experience owning more than one piece of the GTM stack — you haven't been pigeonholed into a single tool.
- Background in SaaS.
- Comfort working fast and juggling simultaneous requests from different stakeholders, with the confidence to give your own opinion rather than just executing tickets.
- AI fluency that goes beyond using tools day-to-day: you can build your own agents and automations, not just operate what's handed to you. This is table stakes here.
- Financial services background is a plus, not a requirement.
- Experience with post-merger or M&A systems integration is a plus — if you haven't done it before, this is your chance to show what you've got.
Benefits
- Equity Appreciation Rights: share in what we're building
- Comprehensive health coverage: medical, dental, and vision
- 401(k) with a 3% company contribution
- 20 days PTO annually, plus your birthday off and paid sick leave
- Enhanced family leave
- Life insurance
How We Work
We use AI as a daily working tool, not a side project — this team builds its own agents. You'll own your area of the stack and be expected to make the call on system decisions, not wait for sign-off.
Work Structure
This hybrid role is based out of our Austin HQ, with a minimum of 3 days (Tuesday-Thursday) in the office each week.