engagements. Deep understanding of insurance processes and how to align technology to business priorities. Proven ability to lead architecture design from ideation to implementation. Understanding of integration patterns, APIs, data architecture, and vendor ecosystems. Excellent stakeholder management and communication skills with experience of engaging with senior stakeholders across teams for arriving at approved solutions. Keen interest in emerging market … to cloud-native architecture (AWS, Azure, or GCP). Experience in Agile or hybrid delivery environments. TOGAF or similar architecture certification. Knowledge of insurance ecosystem technologies (CRM, microservices architecture dataenrichment, analytics platforms). WHY JOIN CAPCO? Because you are curious, because you want to know what is going on inside engaging projects with some of the largest More ❯
progression workflows. Build and Automate Workflows: Design workflows using Salesforce builder tools to improve operational efficiency and automate key processes. Integrate Systems: Connect Salesforce with outreach tools (e.g., Gong), dataenrichment tools, and other business applications, ensuring seamless functionality. Ensure Governance Excellence: Develop best practices for data governance, including field creation, permission management, account unification, and syntax … standards. Enhance Insights: Use Salesforce add-ons like CPQ and Revenue Intelligence to capture and analyse data, enabling informed decision-making. Optimise Metrics: Capture static and dynamic data for compliance, KYC, commission tracking, and more to support business goals. What We're Looking For Must-Haves: Expertise with Salesforce builder workflow automation tools. Proven experience building robust data governance processes. Familiarity with Salesforce add-ons, including CPQ and Revenue Intelligence. Exposure to iframe implementation in Salesforce. Strong knowledge of sales outreach tools and dataenrichment platforms integrated with Salesforce. Major Pluses: FinTech or finance-specific knowledge, especially with metrics like KYC, compliance, and commission tracking. A passion for Salesforce-Trailblazer attendance is a bonus! Experience More ❯
transformation programmes for our clients that change the way they position in the market, how they communicate and how they go to market through re-engineering how they use data, creativity and technology. Role overview We're looking for a Marketing Operations Manager to join our team. Reporting to our SVP & Head of RevTech & Ops, you'll provide expert … you will: Be a subject matter expert for marketing automation platforms, especially Marketo Provide hands-on platform support for campaign builds, nurture programs, and lead management Support integration and data alignment between MAPs and CRMs (e.g., Salesforce) Manage and optimise integrations with supporting technologies (e.g., webinar tools, dataenrichment platforms, ABM solutions) Troubleshoot technical issues and ensure … Experience using Marketo and other MAPs (e.g., HubSpot, Pardot) Working knowledge of Salesforce and its alignment with marketing workflows Experience supporting technologies such as webinar platforms (e.g., ON24, Zoom), dataenrichment tools (e.g., Clearbit, ZoomInfo), and ABM platforms (e.g., 6sense, Demandbase) Experience in marketing operations fundamentals, including lead lifecycle, attribution, and campaign ops And in return, Agent3 offers More ❯
including email sequencing, LinkedIn outreach, follow-ups, and task reminders. Assist sales reps in optimizing their outreach efforts to meet monthly meeting targets. Learn how to optimize lead routing, dataenrichment, and scoring systems to improve MQL-to-SQL conversion rates. Assist in data cleaning, tagging, and segmentation efforts to ensure CRM accuracy and effectiveness. Enrich prospect … data with firmographics, technographics, and behavioral insights for hyper-personalized outreach. Monitor lead engagement and ensure high-intent prospects are prioritized for sales outreach. Support Account-Based Marketing (ABM) strategies by assisting in lead segmentation and personalization efforts. Assist in outreach performance reporting, providing weekly dashboards on email open rates, response rates, and meeting bookings. What we offer A … dynamic diverse, remote-first environment with a collaborative and growth-focused culture. A chance to work at the intersection of sales tech, automation, and data-driven prospecting. Hands-on experience with cutting-edge sales automation tools and AI-powered insights. Continuous learning and personal development support A competitive package and career development opportunities both within the role and through More ❯