Senior / Staff Software Engineer (San Francisco County)

Senior Platform Engineer - CRM & Data Systems

Technology Holding Company | Full-Time | Hybrid / Remote | San Francisco, CA | New York, NY | Toronto, Canada

About the Company

We are a fast-growing Series B+ technology holding company that acquires mission-critical software businesses and accelerates their growth through our in-house engineering and go-to-market resources. Founded by industry veterans with backgrounds at top-tier venture capital firms and leading technology companies, we've completed 20+ strategic acquisitions in less than a year since founding.

Backed by institutional investors and notable angels from successful tech companies, we have tens of millions in revenue, strong profitability, and are expanding rapidly across major North American tech hubs.

The Role

Own the architecture and delivery of our CRM and data-driven prospecting platform in a zero-to-one environment. You'll transform complex, ambiguous problems into robust systems, standards, and processes that enable BD, M&A, and portfolio teams to operate at higher velocity. This is an AI-first orchestration role where you'll connect people, data, and systems to automate high-impact workflows and surface critical insights at precisely the right moment.

What You'll Do

Build the Source of Truth

• Design a unified system of record + insight that powers right-time outreach to top prospects
• Model entities (accounts, people, firms, signals) with sophisticated identity resolution and data quality guardrails
• Ship self-serve reporting and dashboards with clear SLAs and business definitions

Orchestrate AI-First Workflows

Integrate Data & Systems

Prototype Fast, Scale What Works

Technology Stack

You'll work across Salesforce and net-new applications with significant input on our greenfield stack :

GTM Workflows : LinkedIn automation, email platforms, Slack integrations, Clay

Application Development : Python, TypeScript (Node.js, React), GraphQL / REST APIs

Data Infrastructure : Supabase / PostgreSQL, event streaming / webhooks, identity resolution systems

AI & Machine Learning :

Orchestration & Reliability : n8n workflow automation, Temporal / Airflow (as needed), OpenTelemetry, Datadog monitoring

We maintain a greenfield stack where you'll have meaningful input on the tools we choose to deliver business outcomes.

Requirements

Experience : 4-10 years in software engineering with meaningful ownership of CRM-centric platforms and / or revenue operations systems

Technical Expertise :

Leadership & Collaboration :

Compensation & Benefits

Base Salary : $200,000 - $250,000 USD (equivalent range in CAD for Canadian candidates)

Equity : Competitive equity package with significant upside potential (getting in before Series C offers substantial long-term value creation opportunity)

Benefits : Comprehensive benefits package including health, dental, and vision coverage

Growth Opportunity : Direct exposure to M&A activities and portfolio company operations

Work Arrangement

Hybrid Options : 3 days per week on-site in major tech hubs (Toronto, San Francisco, New York)

Remote Available : Full remote work available for candidates based elsewhere in Canada

Visa Requirements : Open to visa transfers; new visa sponsorship not currently available

The Opportunity

This role offers the unique opportunity to architect next-generation AI-powered business systems in a high-growth environment. You'll work with proven leadership while building scalable solutions that define how modern companies prospect, engage, and accelerate their growth through intelligent automation.

Join us in creating the future of data-driven business development and portfolio management.

Desired Skills and Experience

Senior Platform Engineer - CRM & Data Systems

Technology Company | Full-Time | Hybrid / Remote

About the Company

We are a fast-growing technology company focused on acquiring and scaling mission-critical software businesses. Our leadership team brings experience from top-tier venture capital firms and leading technology companies. We accelerate growth through our in-house engineering and go-to-market resources.

Backed by institutional investors and notable industry angels, we've completed numerous acquisitions since founding. With strong revenue growth and profitability, we're expanding rapidly across multiple locations.

The Role

Own the architecture and delivery of our CRM and data-driven prospecting platform in a zero-to-one environment. You'll turn complex business problems into scalable systems, standards, and processes that help business development, M&A, and portfolio teams operate more efficiently. This is an AI-first orchestration role where you'll connect people, data, and systems to automate high-impact workflows and surface critical insights at the right moment.

Key Responsibilities

Build the Source of Truth

Design and implement a unified system of record + insight that enables strategic outreach to key prospects

Model entities (accounts, people, firms, signals) with robust identity resolution and data quality controls

Deliver self-serve reporting and dashboards with clear SLAs and business definitions

Orchestrate AI-First Workflows

Automate multi-step go-to-market and business development processes across CRM, email, LinkedIn, and messaging platforms

Deploy LLM-powered agents for research, content summarization, due-diligence preparation, and automated follow-ups

Implement RAG (Retrieval-Augmented Generation) pipelines to surface relevant documents, notes, and signals contextually

Fine-tune prompts, implement guardrails, and build evaluation frameworks for accuracy, tone, and safety

Integrate Data & Systems

Build and maintain bidirectional integrations between Salesforce and external data providers

Connect APIs, webhooks, and event streams to ensure data remains enriched, clean, and continuously updated

Establish comprehensive privacy, reliability, and change-management practices

Prototype Fast, Scale What Works

Collaborate with business development and M&A leaders to identify high-friction workflows and define measurable outcomes

Rapidly deliver MVP automations, measure impact, and productionize successful pilots

Define scalable standards including runbooks, data schemas, system contracts, and SLAs

Technology Stack

You'll work across established platforms and greenfield applications :

GTM Tools : LinkedIn automation, email platforms, Slack integrations, Clay

Development : Python, TypeScript (Node.js, React), GraphQL / REST APIs

Data Infrastructure : Supabase / PostgreSQL, event streaming, webhooks, identity resolution systems

AI / ML Platform :

LLM APIs (OpenAI, Anthropic Claude, etc.)

Frameworks : LangChain, LlamaIndex

Vector databases : Pinecone, Weaviate, pgvector

RAG architectures, prompt engineering, evaluation harnesses

Orchestration : n8n workflow automation, Temporal / Airflow (as needed), OpenTelemetry, Datadog monitoring

We maintain a modern, flexible stack where you'll have significant input on technology choices that drive business outcomes.

Requirements

Experience : 4-10 years in software engineering with meaningful ownership of CRM-centric platforms and / or revenue operations systems

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