GTM Engineer
Wealth.com
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Job summary
Wealth.com is seeking a GTM Engineer in New York to architect and maintain automation and integration layers that power revenue operations. You will directly impact the speed and reliability of our GTM stack by building scalable workflows and ensuring data integrity across tools like Salesforce, Outreach, Gong, ChiliPiper, and DealHub.
The role emphasizes hands-on engineering, API work, and AI-assisted workflow development, reporting to the Director of Revenue Operations, GTM Systems.
Qualifications
- 2–4 years in a technical RevOps or sales systems role with ownership of Salesforce admin, workflows, 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 with APIs, webhooks, and basic data transformation.
- Detail‑oriented with strong data instincts; you catch errors before they propagate.
- Background in B2B SaaS.
Responsibilities
- 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.
Skills
Education
Tools
Job description
Wealth.com is the industry’s leading AI Wealth Management platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth.
A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators!
This is a technical execution role. You will spend your time building, configuring, debugging, and optimizing across a modern GTM stack. If you like seeing the thing you built actually ship and make a team faster, this role is for you.
- 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
- 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
You are a builder. You move fast, test before you ship, document what you build, and care about whether it actually works.
- 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
- 100% Paid Parental Leave upon eligibility
- Company equity managed through Carta.
- 401k with Match and 100% vesting upon hire.
- Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
- Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
- Free estate planning for life!
Compensation Range: $130K - $180K
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