Software Engineer I developing secure Java applications supporting TD’s retail banking services. Building APIs, testing features, and supporting deployments within an onsite engineering team.
About the role
- 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.
Responsibilities
- 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
Requirements
- 5–8+ years in Revenue Operations, Sales Operations, or GTM analytics
- Deep, hands-on HubSpot experience at the admin level or equivalent depth in a comparable CRM
- Experience owning CRM integrations and data architecture
- Hands-on experience with enrichment and automation tooling such as Clay, Zapier/n8n, APIs, and webhooks
- SQL or scripting is a plus
- Strong analytical skills and ability to build funnel definitions, lead-scoring models, and forecasting from scratch
- Experience writing and iterating outbound sales copy for email and LinkedIn, or directly overseeing it
- Comfortable working in ambiguity and setting definitions and processes that do not currently exist
- Fintech, financial data, or advisor-facing SaaS experience is a plus, not required
- Must be located in the United States or Canada
Benefits
- Performance bonus of up to $25,000 per year tied to team pipeline and revenue goals, paid quarterly
- Equity options
- Medical, dental, and vision coverage for eligible US employees
- Competitive salary
- Comprehensive benefits package
- Innovative environment at a fast-growing fintech company
- Opportunity to work with a small, talented team where contributions directly impact the product and community
- Industry-leading financial analytics product
- Environment emphasizing efficiency, sustainable growth, and operational excellence
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