Build and maintain automated workflows across our GTM stack.
Own the integration layer between Salesforce, Outreach, Gong, ChiliPiper, DealHub, and other tools in the stack
Build and maintain API connections, webhooks, and data syncs that keep our systems in agreement
Identify and automate manual processes across the sales and marketing motion
Handle day-to-day Salesforce administration including object configuration, flows, workflow rules, and permission sets
Support data hygiene initiatives including deduplication, enrichment, and validation rules
Assist in implementing data model changes as the business evolves
Implement LLM-assisted automations including call summaries, enrichment pipelines, and follow-up draft generation
Maintain and iterate on prompt-based workflows under the direction of the Director
Evaluate and integrate AI tools into existing workflows as the stack grows
Own the accuracy of data flowing between systems including audit processes and alerting for data breaks
Build and maintain enrichment pipelines that keep account and contact data current
Support attribution reporting and pipeline analytics

2-4 years in a technical RevOps or sales systems role with direct ownership of Salesforce administration, workflow automation, or GTM integrations.
Salesforce proficiency including flows, reports, custom objects, and core admin tasks
Experience building AI-assisted workflows or working with LLM integrations
Comfortable working with APIs, webhooks, and basic data transformation.
Detail-oriented with strong data instincts. You catch errors before they propagate.
Background in B2B SaaS.
Experience with Outreach, Gong, ChiliPiper, and/or DealHub
Basic scripting ability in Python or JavaScript
Familiarity with SQL or BI tools (Omni, Looker, or similar)
Experience in fintech, or wealth management

Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees
100% company-paid basic life insurance, short-term and long-term disability insurance
100% paid parental leave upon eligibility
Company equity managed through Carta
401k with match and 100% vesting upon hire
Generous PTO that grows with you — Start with 15 days of vacation your first year, increasing annually up to 20 days, so your time off scales as your career does.
Flexible, use-it-your-way vacation — Take time off in as little as one-hour increments, we encourage you to take time to relax and recharge each year.
Take time off for holidays — and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
Free estate planning!

GTM Engineer

Key skills