Salesforce-native GTM automation · Series A · Spun out of Traction on Demand
Spun out of Traction on Demand (world's largest Salesforce-exclusive consultancy, acquired by Salesforce in 2022). Builds Salesforce-native tools for RevOps teams — lead routing, account hierarchies, data dedup, and stakeholder mapping.
| Product | What It Does |
|---|---|
| Complete Leads | Lead matching & routing (speed-to-lead). Most flexible matching/routing for Salesforce. |
| Complete Hierarchies | Automated account hierarchy building. First of its kind for Salesforce. |
| Complete Clean | Deduplication at scale. |
| Complete Influence | Stakeholder mapping, org structure visualization. |
| Complete Discover | NEW — AI data enrichment via Google Sheets before deploying to Salesforce. |
| Drag-and-drop builder | AI-enhanced record routing/assignment automation. |
Zoom, Cisco, DocuSign, T-Mobile, Asana, YMCA, LA Dodgers, Windstream Enterprise, Copado
LeanData (established leader in lead routing, ~15K LinkedIn followers), Fullcast, Openprise, Validity
| Name | Role | Notes |
|---|---|---|
| David Nelson | CEO | Former Dir of Product Management at Traction on Demand. Product background = product org has real voice. |
| Bryan Licas | CPO (Hiring Manager) | Your direct manager. Leads product org. |
| Ernesto Valdes | CTO | Salesforce, ML, development expertise. Former VP Engineering at TC. |
| Jayme Smithers | CRO | Global sales leader, experience scaling startups and enterprise. |
| Scott Wilton | Dir Product Design | Part of the product leadership team. |
| Karen Atara | Hiring Lead | Conducted HR screen. |
| Arash Narchi | Dir Sales | Potential interviewer. |
| Ricardo Visbal | Dir Engineering | Potential interviewer. |
| Cynthia C. & Garren Lau | Product Managers | Current PMs — you'd be backfilling the 3rd. |
| Factor | Assessment |
|---|---|
| Funding runway | $5M Series A was Jan 2023. No follow-on in 3+ years. Either profitable (good) or running lean (concerning). |
| Headcount discrepancy | 86 claimed vs. 59 on LinkedIn. Could be contractor counting, profile lag, or quiet attrition. |
| Salesforce platform risk | Salesforce acquired ToD in 2022 and knows this team. Could build native GTM features — existential threat. |
| Narrow market | "Salesforce-native GTM automation" is real but niche. LeanData is established. |
| Comp philosophy | Reviews say pay is low. Equity/options and remote flexibility used to offset. |
| Detail | Info |
|---|---|
| Location | Fully remote, optional Wednesday coworking downtown Vancouver. All BC-based team. |
| Team | CPO Bryan Licas, Dir Product Design Scott Wilton, 2 PMs (Cynthia C. + Garren Lau). Backfilling 3rd PM. |
| Investors | Pender Ventures (Vancouver) + Thomvest Ventures (SF) + CIBC Innovation Banking (debt) |