---
title: 'GTM Systems Administrator at Red Oak'
canonical: 'https://feeny.ai/job/gtm-systems-administrator-red-oak-austin-v3n53e38mz5k'
type: 'job'
last_seen: '2026-09-05'
---

# GTM Systems Administrator at Red Oak

- **Company:** Red Oak
- **Location:** Austin, TX
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-08-03
- **Last confirmed live:** 2026-09-05
- **Apply:** https://jobs.ashbyhq.com/red-oak/b265024f-17c9-42c6-b7de-4b23b66af4d8

## Job description

## ABOUT RED OAK

Red Oak builds the compliance and distribution platform financial services firms run on. More than half of the top 20 global asset managers are Red Oak clients, including BlackRock, Vanguard, PIMCO, and Morgan Stanley. We've grown from ~$12M to ~$45M in ARR, at ~60% year-over-year growth, on the way to $100M ARR. There's no direct holistic competitor to what we've built — a sole-source, integrated compliance and distribution platform.

## 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 3% employer match
- 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.

## About Red Oak

## Company Overview
- **One-liner**: Red Oak provides purpose-built compliance software for financial services firms, automating advertising review, registration management, and regulatory supervision.
- **Entity Type**: Private – backed by private equity (Mainsail Partners, late 2023)
- **Headquarters**: Cedar Park, Texas, USA (with additional offices in North Tustin, CA, and remote employees)
- **Founded**: 2010
- **Founders**: Stephen Pope, Cathy Vasilev, Rick Grashel

## Core Business
- **Primary industry/industries**: Financial services compliance technology (RegTech)
- **Target customers**: Broker-dealers, Registered Investment Advisors (RIAs), asset managers, banks, insurance firms, and other regulated financial entities
- **Mission or purpose statement**: “To create smarter, more efficient compliance solutions for the financial services and insurance industries” – built by compliance experts to solve the pervasive problems compliance professionals face every day.

## Products & Services
- **Red Oak Compliance Connectivity Platform** – Unified SaaS platform that integrates content creation, review, distribution, and supervision. Modules include:
  - **Advertising Review** (AI-powered, leveraging LLMs for faster approvals)
  - **Disclosure Management** – centralize and automate regulatory disclosures
  - **Registration Management** – track licensing, credentials, and deadlines with FINRA integration
  - **Complaint Management** – handle regulatory complaints and inquiries
  - **Social Media Compliance** – monitor, pre-approve, and archive rep social media activity
  - **Website Monitoring & Internet Supervision** – track undisclosed activities and record website changes (acquired via SiteQuest)
  - **Distribution & Engagement Platform (4U)** – distribute, personalize, and measure compliant marketing content
  - **Additional modules** – attestations, forms review, gifts & non-cash compensation, AML/fraud case management, RFP review

All modules are configurable, books & records compliant, and supported by 24/7 support with <1 hour average ticket resolution and >99.9% uptime.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed (private company)
- **Key Metric**: Serves **over 2,000 firms globally**, including **more than half of the top 20 global asset managers**
- **Notable Investors/Partners**: Mainsail Partners (private equity partner since late 2023); acquisition of SiteQuest (2024)
- **Growth Signals**:
  - Named to **INC 5000 Fast Growing Companies**, **Financial Times Fastest Growing Private Firms**, **RegTech Top 100 Global Regulatory Compliance Innovators**, and **AI FinTech 100** – all consecutively
  - 84 NPS score and low churn rate
  - Rapid expansion of platform modules and AI capabilities
  - 116 total employees (as of listing on Built In)

## Competitive Advantages
- **Purpose-built by compliance practitioners** – deep domain expertise embedded in the product
- **Most configurable workflow engine** – firms can adapt the software to their processes, not vice versa
- **AI-powered advertising review** that reduces review cycles and accelerates compliant content
- **End-to-end compliance coverage** – from content creation to supervision to distribution
- **Industry-leading support** – 24/7, <1 hour average resolution, white-glove implementation
- **Proven scale** – trusted by half of the top 20 global asset managers

## Strategic Focus
- **AI integration** – expanding use of LLMs and prompt engineering for advertising review and other modules
- **Platform expansion** – adding modules (Disclosure, Registration, Complaint Management) and enhancing the unified platform
- **Supervision capabilities** – deepened via SiteQuest acquisition for website monitoring and internet supervision
- **Scaled growth** – leveraging Mainsail Partners investment to accelerate innovation and market reach

## Why Work Here
- **Culture (“ROCCstar”)**: Collaborative, transparent, nimble, customer-obsessed, and fun – with events like ROCCstar Olympics and Halloween conga lines
- **Work model**: Hybrid with on-site options in Cedar Park, TX and North Tustin, CA; also remote roles available
- **Perks**: Unlimited PTO, competitive compensation, health/dental/vision, 401(k) with generous match, HSA/FSA, employee wellness initiatives, relaxed dress code
- **Engineering culture**: Full-stack roles, opportunity to build on a mission-critical platform used by top financial firms; emphasis on continuous enhancements with zero downtime
- **Growth**: Fast-growing company with clear career progression; roles include Account Manager, Client Success Manager, Full Stack Software Engineer, Director of RevOps (as of recent job postings)

## Sources
1. [redoak.com](https://www.redoak.com/) – Company homepage, product descriptions, client metrics
2. [redoak.com/about/our-story](https://www.redoak.com/about/our-story/) – Founding story, acquisition of SiteQuest, Mainsail partnership, awards
3. [redoak.com/about/](https://www.redoak.com/about/) – Support, cost control, compliance expertise
4. [redoak.com/about/join-our-team](https://www.redoak.com/about/join-our-team/) – Culture, values, perks, benefits
5. [builtin.com/company/red-oak](https://builtin.com/company/red-oak) – Office locations, employee count, recent job listings, workspace type

## Other roles at Red Oak

- [Key Client Success Manager](https://feeny.ai/job/key-client-success-manager-red-oak-austin-42nr81czneck) — Austin, TX
- [Implementation Specialist](https://feeny.ai/job/implementation-specialist-red-oak-austin-f2pms31ac4n7) — Austin, TX
- [GTM Systems Administrator](https://feeny.ai/job/gtm-systems-administrator-alloy-new-york-41tpvn81cmyb) — New York, NY
- [GTM Systems Administrator](https://feeny.ai/job/gtm-systems-administrator-harvey-dublin-ze7aymepq28c) — Dublin, Ireland
- [GTM Systems Administrator](https://feeny.ai/job/gtm-systems-administrator-companycam-united-states-s302nz5jyek2) — United States