GTM Engagement Associate
Quantifi
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Job summary
Qualifications
- A degree in Finance, Business, or related field is required.
- Strong communication skills to engage clients and prospects.
- Organized and results-oriented approach.
Responsibilities
- Engage finance professionals through meaningful conversations.
- Use AI tools for personalized outreach.
- Maintain ongoing engagement with warm leads.
Skills
Education
Tools
Job description
Quantifi is creating a new early-career role, GTM Engagement Associate, focused on building long-term relationships within the finance community and strengthening how we nurture demand over time.
This role sits at the intersection of finance, sales, marketing, and revenue operations. The GTM Engagement Associate focuses on value-driven engagement, thoughtful participation in finance conversations, and long-term relationship development, supported by AI-enabled outreach and RevOps infrastructure.
You will be trained, supported, and equipped with established systems and workflows. The goal is not to “pitch,” but to facilitate meaningful, personalized engagement at scale — combining human judgment with AI-powered tooling.
Quantifi has identified a major commercial gap: long-term lead nurturing and relationship development beyond the first sales touch.
Historically, leads that didn’t convert quickly were deprioritized, reducing the ROI of marketing, events, and outbound efforts. Quantifi has since piloted an AI SDR model, supported by RevOps infrastructure, that enables high-volume, personalized outreach — but this model requires a human owner to guide tone, context, and long-term relationship intent.
The GTM Engagement Associate exists to:
- Own sustained, value-adding engagement with finance professionals
- Participate meaningfully in finance community conversations
- Use AI-enabled tools to personalize one-to-many communication
- Strengthen long-term pipeline through trust, familiarity, and consistency
Finance Community Engagement
- Engage with finance professionals through thoughtful 1:1 conversations and follow-ups
- Participate in finance-oriented discussions, events, and community touchpoints
- Book discovery meetings with interested prospects
- Manage targeting of AI outreach tools and replies to outbound emails
- Build familiarity and trust over time through consistent, professional presence
This role is not about providing original thought leadership or positioning yourself as a senior expert. You will be trained to ask strong questions, facilitate discussions, and share relevant insights from Quantifi and the broader finance ecosystem.
- Maintain ongoing engagement with warm leads, event attendees, and long-tail opportunities
- Re-engage contacts who were previously not ready to buy
- Focus on long-term relationship value rather than immediate conversion
This role offers exposure to:
- Finance community dynamics
- AI-enabled GTM workflows
- Revenue Operations strategy
- Cross-functional collaboration across GTM teams
Strong performers may grow into roles across:
- Revenue Operations / GTM Strategy
- Sales or Partnerships
- Marketing or Community roles
- Use and operate with Quantifi’s AI SDR toolset, including:
- Apollo
- Clay
- ChatGPT
- HubSpot
- Execute AI-assisted, personalized outreach at scale using established workflows
- Apply human judgment to guide messaging tone, timing, and relevance
- Coordinate AI-driven engagement with relationship-first intent
This role isn’t expected to build out systems from scratch. Underlying infrastructure will already exist. Training will be provided to engage with these tools as an end user. No expectation to come in with developed technical skillset in managing AI tools.
- Book discovery meetings with interested prospects
- Partner with Sales to transition conversations when buying intent emerges
- Provide continuity and context during handoff to Sales
- Capture qualitative insights from finance community conversations
- Share learnings with RevOps, Sales, and Marketing
- Contribute feedback to improve AI workflows, messaging, and engagement strategy
This role is not quota-carrying.
Performance will be evaluated through a blend of qualitative and quantitative indicators, including:
- Quality and consistency of engagement with finance professionals
- Meetings booked and opportunities influenced or reactivated
- Contribution to long-term pipeline health
- Effectiveness in using AI tools to personalize outreach
- Professional judgment, preparation, and follow-through
This role is designed for someone early in their career who is curious about finance, technology, and modern go-to-market execution.
Required
- Bachelor’s degree in Finance, Business, Economics, or a related field
- Strong written and verbal communication skills
- Comfort engaging in professional conversations with clients and prospects
- Curiosity about AI, automation, and commercial technology
- Organized, thoughtful, and results oriented
Ideal (but not required)
- Internship or exposure to sales, marketing, or client-facing roles
- Familiarity with CRM or outreach tools
- Interest in learning how AI can support commercial workflows
- Desire to explore long-term career paths in GTM, RevOps, sales, or marketing
- This role sits within the Revenue Operations (RevOps) team
- You will work closely with Sales and Marketing, but will not carry a sales quota
- RevOps owns the AI SDR tooling and workflows you’ll operate within
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