GTM Engineer

🕒 il y a 1 mois

🗣️🇺🇸🇬🇧 Anglais requis

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Wealth.com

51 - 200 employés

Fondée en 2021

💼 Conseil

⚖️ Juridique

🛡️ Assurance

Consulting • Legal • Insurance

Wealth. com est une plateforme moderne de planification successorale dirigée par des conseillers qui aide les conseillers financiers, les avocats, les sociétés fiduciaires et les entreprises à créer, visualiser et gérer des plans successoraux pour des clients de tous niveaux de richesse. La plateforme SaaS génère des documents juridiques de qualité avocat, fournit un moteur d'IA (Ester®) pour extraire et résumer des plans complexes, et offre des outils tels que la modélisation de scénarios, les rapports visuels, le stockage sécurisé (Vault) et des intégrations avec des systèmes financiers pour soutenir les flux de travail de planification successorale de bout en bout. Wealth. com est positionnée pour une distribution B2B via des gestionnaires de patrimoine et des institutions et met l'accent sur la sécurité, la conformité réglementaire et l'évolutivité.

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

🎯 Exigences

• 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

🏖️ Avantages

• 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!

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