• Collaborate with Go-to-Market Leaders to understand the needs of the business and devise Salesforce solutions to ease the operations of Sales and Customer Support Teams

• Keep up to date with new SFDC features and releases to use all tools at our disposal and optimize builds

• Work on more complex system customizations and special projects as identified by management

• Resolving tickets and troubleshooting issues

• Providing responsive support to maintain user satisfaction

• Managing critical user lifecycle processes, including onboarding/offboarding and team structure changes

• Managing roles, profiles, permissions, and public groups

• Implementing changes such as Flows, fields, dashboards, and page layouts.

• Testing and deploying updates to improve functionality

• Developing training materials and rolling out new processes

• Conducting sessions to improve platform adoption

• Performing data loads and ensuring data accuracy and reliability

• Supporting larger Salesforce projects, such as integrations and automation

• Enhancing platform capabilities by refining processes and supporting new initiatives

• Managing internal/external Salesforce resources

• Experience as primary Salesforce Administrator

• Salesforce administration certifications and experience, including Sales Cloud.

• Expertise with Salesforce configuration changes (e.g., Flows, dashboards).

• Knowledge and curiosity about the Advertising, Media, Data and Measurement landscape much preferred but not required

• Ability to partner with Go-to-Market, Finance and Executive Leadership

• Experience with Claude AI, including building custom skills, using Claude Cowork as an efficiency tool, and leveraging it as a Go-to-Market resource

• Willingness to accommodate internal stakeholders that work across multiple time zones

• Experience with Salesforce Forecasting module

• Bachelor's Degree

• Experience with Google Workspace, JIRA, Slack

• People.AI

• HubSpot

• Slack Salesforce Integration

• Mulesoft

• Serve as a strategic partner to the CEO, Board, and executive team on financial strategy, capital allocation, and long-range planning.

• Lead all aspects of finance including FP&A, accounting, treasury, tax, audit, procurement, and investor relations.

• Execute on our M&A strategy — including valuation, diligence, deal structuring, negotiation, and post-close integration.

• Lead capital strategy across debt, equity, and strategic investment — manage existing investor relationships and cultivate new ones.

• Build and refine financial models that support pricing strategy, ROI on product investment, sales resource allocation, and Rule of 40+ progression.

• Own the path to public market readiness, including SOX preparation, technical accounting, SEC reporting infrastructure, and equity story development.

• Own corporate budgeting, scenario planning, cash flow management, and KPI design across the business.

• Navigate board and audit committee processes — provide transparent, well-structured reporting to the Board, lenders, and strategic partners.

• Ensure GAAP accounting compliance and build the infrastructure for audit readiness at scale.

• Embed AI and modern tooling into financial planning, forecasting, and business intelligence to drive faster, sharper decision-making.

• Build and develop a high-performing global finance team, with clear career paths and a strong bench.

• Partner cross-functionally with Product, Sales, Engineering, and People to ensure financial discipline enables (not blocks) growth.

• 3–5 years in investment banking or equity research, with direct deal execution and advisory experience.

• 3–5 years operating inside a finance organization at a high-growth B2B technology company.

• Strong familiarity with M&A (buy-side and/or sell-side), raising capital, and the IPO process.

• Deep expertise in corporate budgeting, scenario planning, FP&A, and long-term financial modeling.

• Solid grounding in GAAP accounting, audit committee processes, and board-level financial reporting.

• Proven track record in cash flow management and KPI-driven decision-making.

• Based in San Francisco, CA — this role is in-office.

• Comfortable being both the company’s financial disciplinarian and its growth enabler — and knowing when to be which.

• M&A, IPO or take-private transaction experience is required. 

• AI-fluent: you’ve used or championed AI tools to modernize forecasting, reporting, or operational finance, and have a clear point of view on where AI takes the CFO function next.

• We care about the financial economics of the business.Academic credentials in Finance, Economics, Accounting, or related fields are nice, but we appreciate the liberal arts equally as much. CFA or CPA designation is not required, but the expertise and understanding of the core principles are required.

• Operationally minded — you build systems, processes, and teams that scale, not just decks.

• Strong executive presence with the ability to translate complex financial narratives into clear, actionable insights for technical and non-technical audiences.

• Determined Yet Resilient — Samba should not exist. We’ve built an entirely new category at the intersection of platforms that much larger companies should have owned. The CFO who thrives here has the grit and hunger to operate with that same chip on the shoulder — short-term pain for long-term gain, high risk tolerance, and the belief that the harder I work, the luckier I get.

• Naturally Curious — You learn fast, ask great questions, and listen more than you talk. Two ears, one mouth, used proportionately. You’re guided by opportunity, not just precedent — exploring how AI, new data sources, and evolving capital markets can give Samba an edge.

• Low Ego — The best idea wins, no matter where it comes from. You listen first, collaborate always, and celebrate the team. Humble people take risks and learn quickly from failures — that’s what makes this role work.

• Self-Aware — Know thyself. You own your weaknesses, lean into your strengths, and bring intellectual honesty to every decision. Data and logic guide you, and personal biases are recognized and kept in check.

• Executive relationship management – serve as the Samba Client lead and strategic advisor for middle management to VP stakeholders across your book of business of 7+ accounts.

• Cross-functional orchestration – lead complex, multi-quarter engagements involving Product, Engineering, Data, Legal, and Sales teams.

• Strategic account planning – execute multi-year success plans aligned with client business transformation initiatives for your book of business.

• Cross-departmental alignment – partner with Sales, Product, and Marketing leadership to ensure seamless customer experience and revenue optimization.

• Data-driven insights – support reporting frameworks and business intelligence capabilities to drive strategic decision-making.

• Drive expansion strategy – identify and execute systematic approaches to account growth, including whitespace analysis and expansion planning.

• Renewal excellence – lead complex, high-stakes renewal negotiations and ensure predictable revenue retention.

• Commercial partnership – collaborate closely with Sales leadership on enterprise deals, transitions, and strategic account development.

• Executive Engagement: Conduct bi-annual strategic business reviews with 100% of Tier 1 accounts, including C-level participation.

• Renewal Excellence: Maintain >98% gross dollar retention across Your portfolio.

• Minimum 5+ years in Customer Success roles with minimum 2+ years serving as the direct client lead, preferably in enterprise B2B, SaaS, Ad-Tech environments.

• Enterprise account management expertise – personal experience managing $1M+ ARR accounts and leading complex, multi-stakeholder engagements.

• Executive presence and gravitas – comfortable presenting to and influencing C-level executives and boards on strategic initiatives and business outcomes.

• Data analytics and business intelligence expertise – specific emphasis on Data Analytics, Cloud, Collaboration, or Identity solutions with ability to drive technical and business value conversations.

• Commercial sophistication – experience with complex contract negotiations, multi-million dollar renewals, and strategic partnership development.

• Cross-functional leadership – proven ability to influence and coordinate across Product, Engineering, Sales, and Marketing teams without direct authority.

• Deep domain knowledge in DaaS, SaaS, and IaaS business models (TV and Streaming), including data collaboration, identity resolution, and cloud ecosystems.

• Scaling expertise – experience managing concurrent portfolios of 7+ enterprise accounts totaling $2M+ in ARR.

• Process and systems thinking – demonstrated ability to design and implement scalable customer success operations and methodologies.

• Bachelor's degree required; MBA considered a plus.

• Customer Success or Account Management certifications (Gainsight, Totango, or equivalent) preferred.

• Prior Senior CSM or above experience in Customer Success, Account Management, or related customer-facing functions.

• Industry expertise in adtech/martech, television/media, or data analytics ecosystems.

• Technical background with ability to engage in deep technical conversations with engineering and data science teams.

• Consulting or professional services experience in enterprise technology implementations.

• Design and manage multi-channel conversational campaigns — web chat (live + automated flows), 1:1 email, SMS, and targeted phone outreach — that generate and accelerate pipeline from qualified lead through qualified opportunity.

• Own the web chat channel end to end: build automated chat flows for the broader audience and manage a live chat experience visible only to high-value B2B visitors, routing conversations to sellers at the right moment.

• Send targeted 1:1 emails and outreach on behalf of sellers from Gong Engage, following up with leads and proactively mining the database for accounts to nurture, re-engage, and push to conversation.

• Partner with marketing ops to turn your best-performing campaigns into scalable automations — you design the workflow, write the copy, define the triggers and branching logic, and hand off a campaign-ready spec.

• Build and refine persona-specific messaging across Samba TV's key buyer segments — you'll learn multiple personas deeply and adapt tone, positioning, and value props for each.

• Manage and optimize HubSpot and Salesforce workflows for lead tracking, nurture sequencing, and performance measurement — maintaining clean data and tight process as you scale.

• Comb the funnel for gaps: identify where leads stall, what data we are missing, or where messaging falls flat, where a new channel or tool could unlock conversion — then you'll build the fix.

• Track your numbers obsessively. Own MQL → SQL → opportunity → pipeline → revenue metrics and report on campaign performance weekly, iterating based on what the performance data tells you to do.

• Use AI tools — including Claude/Cowork, AI agents, and generative AI — as core infrastructure in your daily workflows: drafting outreach, personalizing at scale, building automations, researching accounts, analyzing campaign results.

• Have 2–5 years of experience in B2B demand gen, marketing campaigns, BDR/SDR, or conversational marketing — you understand the full funnel and can operate across it.

• Are fluent in HubSpot and Salesforce, comfortable in tools like Gong Engage, 6sense, Drift/Qualified, and modern martech — and can learn new platforms fast.

• Have hands-on experience designing campaigns with automation logic: triggers, branching, enrollment criteria, suppression lists — you think in workflows, not just copy.

• Write sharp, on-brand 1:1 communications — emails, chat scripts, call talk tracks — that sound human, land with the right persona, and drive action.

• Understand ABM principles and can execute account-based plays that coordinate across channels and align with sales priorities.

• Have demonstrated experience interpreting marketing and sales data to steer outreach strategy, optimize campaigns, and report results to stakeholders.

• Are AI-native. You use Claude, Cowork, or comparable AI tools daily across your workflows — outreach drafting, lead research, campaign design, reporting, personalization. This is a requirement, not a nice-to-have.

• Can navigate complex B2B sales cycles, technical products, and large organizations — driving work forward with imperfect information.

• Are a cross-functional operator who builds strong working relationships with sales, marketing ops, design, and product teams.

• Have a high bar for quality but know how to balance polish with velocity to hit your numbers.

• Are energized by experimentation — you don't rely on one winning email, you build diversified playbooks and test iteratively.

• Strong MQL → SQL → opportunity conversion rates driven by your conversational campaigns.

• Measurable pipeline contribution tied directly to your channels — web chat, 1:1 email, SMS, and seller-assisted outreach.

• A library of automated campaign workflows handed off to ops and running with quality at scale.

• Deep persona fluency that shows up in messaging quality and conversion rates.

• A culture of testing and scale — you're running quarterly experiments, reading results, and scaling what works. Your campaigns are producing quality outcomes that are snowballing over time due to automations.

• Own end-to-end B2B campaign creation and management across channels: digital ads (multiple formats), content syndication, email nurturing, gifting, 3D mailers, lead magnets, partner marketing, custom website hooks, surveys, and whatever new channel you bring to the table.

• Build and manage quarterly campaign calendars and strategies tied to business goals — you know what pipeline targets look like and you reverse-engineer the campaign plan to hit them.

• Partner with content marketing, product marketing, and event marketing to understand what launches, content, and moments are coming — and build campaigns against them before anyone asks you to.

• Prioritize ruthlessly. You understand our industry, customer, and sales cycle well enough to know which signals matter and which are noise. You collaborate with sales, product marketing, and leadership to make those calls.

• Master campaign sales enablement. You enable sellers to follow up on campaigns in a collaborative way that actually gets adopted. You use those sales relationships to understand target customers, selling pain points, and friction points — you dig your sleeves up, embed with sales teams, listen to Gong calls, and take it upon yourself to understand the customer.

• Parse Salesforce and HubSpot data independently to build lists, understand buyer patterns, and identify gaps in the funnel. You live in dashboards daily — both HubSpot and Salesforce — and you pull your own data to make decisions.

• Run a high velocity of campaigns each quarter while being strategic about full-funnel coverage. You have the systems and the discipline to manage many campaigns in flight without dropping quality.

• Design automations and hand them off to an ops team or engineer to execute — or just dig in and start building yourself. You love automations and you think in workflows.

• Work across multiple personas and products, adapting messaging, channels, and tactics for each without losing coherence.

• Work with vendors to grow campaign capacity — you know how to brief, manage, and get output from external partners.

• Build creative assets using design tools according to brand guidelines that designers approve using AI tools. You're not waiting on a designer for every banner — you can get a first pass done and move fast.

• Find innovative ways to tell our story and get people's attention in a world of AI slop. Your campaigns stand out because they're sharp, human, and creative — not because they were generated by a prompt.

• Use AI tools — including Claude/Cowork, AI agents, and generative AI — as core infrastructure in your workflows: campaign ideation, audience research, copy drafting, data analysis, automation design, and reporting. You balance AI speed with human quality.

• Have 4–8 years of experience in B2B growth marketing, demand gen, or campaign management — with a track record of running high-velocity, multi-channel campaigns that generated measurable pipeline.

• Have hands-on experience with our stack: HubSpot, Demandbase, Clay, and Salesforce — including SFDC campaign attribution. You've built compelling campaigns on these tools and can show the work.

• Can build campaign strategies and calendars tied to quarterly targets — you think in terms of pipeline math, conversion rates, and funnel coverage, not just "content."

• Are deeply collaborative with sales. You embed with sellers, listen to Gong calls, learn pain points firsthand, and build sales enablement into campaigns every single time. .

• ABM is synonymous with B2B for you - you understand ABM motions and have demonstrated results in one. 

• Can independently pull data, build lists, analyze funnel performance, and spot patterns in HubSpot and Salesforce without waiting for someone else to run a report.

• Have run campaigns across a wide range of channels: digital ads, content syndication, email nurture, gifting, direct mail, lead magnets, partner marketing, website-triggered plays, surveys, and more.

• Know how to design automations — triggers, branching, enrollment criteria, suppression — and can either hand off clean specs to ops or build them yourself.

• Can work with design tools to create on-brand assets fast, getting designer approval rather than waiting for designer execution.

• Understand ABM principles and can execute account-based campaigns that coordinate across channels and align with sales priorities.

• Are AI-native. You use Claude, Cowork, or comparable AI tools daily. You have real examples of how AI has accelerated your campaign work. This is a strong preference.

• Have experience with or strong aptitude for product-led growth (PLG) motions — you can think beyond traditional demand gen when the product supports it.

• Are scrappy, resourceful, and take ownership. You don't wait to be told what campaign to run — you see the gap, pitch the idea, and build it.

• Have a high bar for creative quality. Your campaigns don't look or sound like everyone else's. You find ways to break through.

• A high-velocity campaign engine running each quarter — new campaigns launching, proven campaigns scaling, underperformers cut — all tied to pipeline targets.

• Strong MQL → SQL → opportunity → pipeline → revenue conversion rates driven by your campaigns across channels and campaigns.

• A campaign calendar that's tightly aligned with content, product, and event marketing — nothing launches without a campaign plan behind it.

• Sellers who actively use your enablement and follow up on campaigns because you've built the relationship and made it easy.

• A diverse portfolio of campaigns for coverage across our account types, personas and products. 

• A growing library of automated campaign workflows running at scale with quality — handed off to ops and humming.

• Dashboards you  live in daily that show exactly where the funnel is healthy and where it needs work.

• Campaigns that stand out in the market — creative, targeted, multi-channel plays that people talk about internally and externally.

• Own the end-to-end product roadmap for Samba's outcomes and attribution capabilities, including conversion measurement, lift studies, and third-party data integrations

• Define requirements for attribution workflows—from third-party exposure or outcome data ingestion and audience matching to control group construction, results computation, and client-facing reporting

• Partner cross-functionally with data science, engineering, sales, and client success to build measurement methodologies that are both statistically rigorous and commercially compelling

• Develop and expand integrations with outcome signal providers across retail, automotive, travel, finance, and other key verticals—including point-of-sale data, website pixels, CRM feeds, and foot traffic signals

• Translate complex measurement concepts—incrementality, matched market testing, geo-based holdouts, media mix modeling—into clear product specs and client-ready narratives

• Build repeatable, scalable study frameworks that enable clients to move from custom one-off measurement engagements to always-on outcomes intelligence

• Stay ahead of industry shifts in measurement methodology, including the move toward incrementality as the new standard and the growing role of clean rooms in outcome attribution

• Define and track product success metrics including study turnaround time, methodology accuracy, client adoption, and renewal rates tied to measurement value

• 3+ years of product management experience in ad tech, measurement, analytics, or data platforms

• Deep understanding of advertising attribution methodologies—conversion lift, brand lift, geo holdouts, incrementality testing, and multi-touch attribution

• Familiarity with the outcome signal landscape: retail data providers, foot traffic vendors, pixel-based conversion tracking, and 3P data onboarding

• Experience shipping measurement or analytics products that required close collaboration between data science, engineering, and client-facing teams

• Ability to navigate the tension between methodological rigor and commercial practicality—knowing when perfect is the enemy of shipped

• Strong communicator who can make statistics feel intuitive to a media buyer and make business requirements feel precise to a data scientist

• Track record of executing in ambiguous, fast-moving environments where measurement standards and client expectations are constantly evolving

• Hustler mentality: you build conviction with data, move with urgency, and close the loop between what we ship and what clients actually value

• Own the product roadmap for identity resolution, graph management, and cross-platform identifier strategies

• Define requirements for identity onboarding, matching, and activation workflows based on client needs, privacy standards, and technical constraints

• Work cross-functionally with engineering, data science, sales, and client success teams to prioritize identity capabilities that unlock new revenue and improve match rates

• Stay ahead of industry shifts in identity—from deprecation of third-party cookies to emerging standards like Unified ID 2.0, RampID, and clean room integrations

• Balance innovation in deterministic and probabilistic matching techniques against scalability, accuracy, and compliance requirements

• Translate complex identity concepts into clear product specifications and client-facing value propositions

• 3+ years of product management experience in ad tech, data platforms, or identity-focused products

• Deep understanding of identity resolution methodologies, graph theory, data onboarding, and privacy-compliant matching techniques

• Experience shipping identity products or working with identity providers, data clean rooms, or audience platforms

• Track record of executing—not just strategizing—in fast-moving, data-intensive environments

• Ability to influence without authority across technical, legal, and commercial stakeholders

• Hustler mentality: you get things done and know how to navigate the ambiguity of a shifting identity ecosystem

• Draft, review, and negotiate a broad range of corporate and commercial agreements, including equity and debt financings, M&A transactions, and private placements

• Support fundraising and corporate structuring activities — investor communications, due diligence, and closing processes

• Partner with Finance and Business Development on strategic transactions and joint ventures

• Advise on corporate governance, subsidiary management, and regulatory compliance

• Handle commercial contracting across technology licensing, data sharing, and vendor agreements

• Help build scalable legal processes and documentation templates

• Collaborate with Product, Operations, and Data teams to address legal questions around data use, technology, and innovation

• J.D. from a well-regarded law school and active bar admission in at least one U.S. jurisdiction

• 2–5 years of experience at a top-tier law firm or in-house legal department, focused on corporate law, M&A, capital markets, or PE/VC transactions

• Strong command of corporate structures, capitalization, and securities compliance

• Proven ability to juggle multiple projects and deliver practical, business-first legal advice under tight deadlines

• Excellent drafting, communication, and negotiation skills

• Prior exposure to technology, data, or digital media sectors is a strong plus

• Collaborative, proactive, and energized by variety — no two days look the same here

• Work directly with senior leadership on high-impact deals and strategic transactions

• Join a lean, high-trust legal team where your work moves the needle

• Competitive compensation, equity, and benefits