GTM Engineer

About the CompanyWe’re a rapidly scaling, investor-backed wealth technology business that combines advanced digital tools with high-touch client service to help individuals grow and safeguard their assets. Our leadership team brings decades of experience from top financial institutions and high-growth startups, and our backers include respected venture capital firms and experienced operators.
Location: New York City (on-site, Monday through Friday)Reports to: VP of SalesRole Type: GTM Engineer
The OpportunityWe’re looking for a Go-to-Market Engineer to be the technical link between our revenue-driving teams and our product, marketing, and data functions. You’ll design, build, and maintain the systems that keep our commercial operations running smoothly — ensuring the tools, automations, and processes are ready to support ambitious growth targets.
Your day might include building automated lead routing rules, developing analytics dashboards, connecting marketing and sales systems, or streamlining a manual workflow into a seamless process. If you enjoy a mix of technical problem-solving and working closely with GTM stakeholders, this role will give you both.
Key ResponsibilitiesTranslate go-to-market strategies into scalable technical solutions, workflows, and processes.Take full ownership of the GTM tech stack — select, implement, and integrate CRM, marketing automation, sales engagement, and data platforms.Build and fine-tune lead scoring, routing, and segmentation frameworks.Deliver analytics dashboards and reports that enable data-driven decisions.Identify and automate repetitive tasks to improve productivity and shorten sales cycles.Maintain clean, accurate, and compliant data across all GTM systems.Partner with the data team to surface insights that sharpen targeting and messaging.Troubleshoot and resolve technical issues affecting GTM operations.
What We’re Looking For2–6 years of experience in sales engineering, revenue operations, marketing operations, or another technical GTM role.Demonstrated ability to connect and integrate multiple GTM systems, including CRM and marketing automation platforms.Strong CRM administration background; API and SQL skills are a plus.Data-driven mindset with the ability to turn numbers into actionable recommendations.Experience in fast-paced B2B SaaS or fintech settings is highly valued.Organized, detail-oriented, and comfortable juggling multiple priorities.Willingness to work in-office daily alongside the sales, marketing, and leadership teams.
Why Join UsBe part of a well-funded, high-growth company redefining how wealth management works.Work side-by-side with senior leaders to directly influence GTM execution.Competitive pay, bonus potential, and equity options.Comprehensive health, dental, and vision coverage, plus 401(k) and commuter perks.Three weeks paid time off, along with in-office perks like weekly catered meals.Annual team events and company gatherings.
Compensation & BenefitsHealth, Dental & Vision Insurance.Wellness & Commuter Benefits.401(k) plan.Three weeks PTO.Annual company trip for team members outside the primary office.