GTM Engineer

🕒 vor 2 Tagen

🌵 Arizona – Remote

🌵 Arizona – Remote

💵 $130.000 - $180.000 / Jahr

⏰ Vollzeit

🟢 Junior

🟡 Mittelstufe

🧑‍💻 Full-Stack-Entwickler

Jetzt Bewerben

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Wealth.com

WebsiteLinkedInAlle Stellen

51 - 200 Mitarbeiter

Gegründet 2021

☁️ SaaS

💳 Fintech

🤝 B2B

SaaS • Fintech • B2B

Wealth. com ist eine moderne, beratergeführte Plattform für Nachlassplanung, die Finanzberatern, Anwälten, Trustgesellschaften und Unternehmen hilft, Nachlasspläne für Kunden aller Vermögensstufen zu erstellen, zu visualisieren und zu verwalten. Die SaaS-Plattform generiert juristische Dokumente auf Anwaltsniveau, bietet eine KI-Engine (Ester®) zur Extraktion und Zusammenfassung komplexer Pläne und bietet Werkzeuge wie Szenariomodellierung, visuelle Berichte, sichere Speicherung (Vault) und Integrationen mit Finanzsystemen zur Unterstützung von End-to-End-Nachlassplanungs-Workflows. Wealth. com ist auf B2B-Distribution durch Vermögensverwalter und Institutionen ausgerichtet und legt Wert auf Sicherheit, regulatorische Konformität und Skalierbarkeit.

Beschreibung

• 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

🎯 Anforderungen

• 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

🏖️ Vorteile

• 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!