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Koyfin

GTM Engineer

Koyfin

. Report to the Head of Sales .

Posted 10/22/2026full-timeRemote • United States, CanadaMid-LevelSenior💰 $115,000 - $135,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Revenue Operations and Sales Operations, with a strong focus on HubSpot administration, CRM integrations, and data quality management. Capable of building and optimizing sales processes, lead-scoring models, and reporting infrastructures to enhance sales efficiency.

Highest-signal resume keywords
HubSpot AdministrationRevenue OperationsSales OperationsLead-Scoring Model DevelopmentData Architecture

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
GTM AnalyticsFunnel DefinitionSQLScriptingAnalytical Skills
Soft Skills
Comfortable Working in AmbiguityStrong Communication Skills
Tools & Technologies
ClayZapierN8nAPIsWebhooks
Industry Keywords
FintechFinancial DataSaaS

Tech Stack

Tools & technologies
SQL

About the role

Key responsibilities & impact
  • 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

What you’ll need
  • 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

Comp & perks
  • 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