GTM Engineer

🕒 June 16

🌵 Arizona – Remote

🌵 Arizona – Remote

💵 $130k - $180k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧑‍💻 Full-stack Engineer

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Wealth.com

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2021

💼 Consulting

⚖️ Legal

🛡️ Insurance

Consulting • Legal • Insurance

Wealth. com is a modern, advisor-led estate planning platform that helps financial advisors, attorneys, trust companies, and enterprises create, visualize, and manage estate plans for clients across all wealth levels. The SaaS platform generates attorney-grade legal documents, provides an AI engine (Ester®) to extract and summarize complex plans, and offers tools like scenario modeling, visual reports, secure storage (Vault), and integrations with financial systems to support end-to-end estate planning workflows. Wealth. com is positioned for B2B distribution through wealth managers and institutions and emphasizes security, regulatory alignment, and scalability.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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!