Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.
Access institutional-quality data, powerful charting, and advanced analytics to support investment decisions and client conversations.
Modern, easy to use, and designed to simplify your workflow.
Start your 7-day free trial at www.koyfin.com.

Koyfin

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full-stack-engineer

Koyfin is a modern investment research and analytics platform that provides investors, financial advisors, and institutional research teams with comprehensive market data, advanced charting, customizable dashboards, equity screening, macro models, transcripts, news, and client-ready reporting. Delivered as a cloud-based SaaS product, Koyfin aggregates global coverage across stocks, ETFs, mutual funds, government yields, indices, currencies, commodities, macroeconomic data, and cryptocurrencies to help users analyze portfolios, discover opportunities, and make informed decisions.

• Report to the Head of Sales
• Build the GTM Engineer function from scratch
• Improve the sales assist motion for existing registered users
• Build systems, data, and messaging infrastructure for the organization
• Support AEs, newly hired SDRs, and the Head of Sales in running tests, building reporting, and creating efficient sales motions
• Define and document the funnel from lead to deal created
• Define the lead-scoring model
• Own HubSpot administration, integrations, and data quality
• Expand enrichment and automated workflows for new registrants and existing users using tools such as Clay, HubSpot workflows, and API integrations
• Build dashboards, reporting, and forecasting infrastructure
• Own test-validation tooling for time-boxed motion tests
• Create and iterate prospect-facing messaging across email and LinkedIn
• Work with SDRs on targeting and sequencing
• Own message performance, including reply rates and positive-reply definitions
• Work alongside AEs and SDRs to identify what works, iterate, and improve

GTM Engineer

GTM Engineer building CRM, funnel, reporting, and outbound messaging infrastructure for Koyfin’s fintech analytics platform. Improving sales-assist motions for financial advisors and registered users.

Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals. Access institutional-quality data, powerful charting, and advanced analytics to support investment decisions and client conversations. Modern, easy to use, and designed to simplify your workflow. Start your 7-day free trial at www.koyfin.com.

Koyfin

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GTM Engineer

Koyfin