GTM Engineer

Social Leverage LLC; United States; Remote; USD 115,000 - 135,000; Full time

Job summary

Koyfin is a fast-growing fintech company building a powerful analytics platform used by financial advisors and individual investors. We are launching a GTM Engineer function to build systems, data, and messaging infrastructure for the sales org.

This builder role focuses on defining funnels, lead scoring, dashboards, and outbound messaging; you will own end‑to‑end GTM motions and partner with the Head of Sales to drive results.

Qualifications

• 5–8+ years in Revenue Operations, Sales Operations, or GTM analytics.
• Deep, hands‑on HubSpot experience (admin‑level) or equivalent depth in a comparable CRM; ownership of integrations and data architecture.
• Hands‑on with enrichment and automation tooling (Clay, Zapier/n8n, APIs/webhooks); SQL or scripting a plus.
• Strong analytical skills with ability to build funnel definitions, lead‑scoring models, and forecasting from scratch, without a data team.
• Experience writing and iterating outbound sales copy, or overseeing it, since this role owns messaging end to end.

Responsibilities

• Own HubSpot admin, integrations, and data quality.
• Expand enrichment and automated workflows for new registrants and existing users.
• Define and document the funnel from lead to deal created, including lead scoring model.
• Build dashboards, reporting and forecasting infrastructure used to judge motion performance.
• Create and iterate all prospect‑facing messaging across email and LinkedIn.
• Own message performance metrics as input to funnel data.
• Collaborate with AEs and SDRs to identify what’s working, iterate and improve.

Skills

HubSpot admin

CRM integrations

Lead scoring

SQL

Forecasting

Tools

Clay

Zapier

n8n

APIs/Webhooks

Job description

Koyfin is a fast growing fintech company building a powerful, intuitive analytics platform used by financial advisors and individual investors to research ideas, manage portfolios, and grow their businesses. We believe every investor deserves world-class research tools without the complexity or price tag of legacy platforms.

Our impact so far:
One of the fastest-growing platforms for financial advisors, driven by product-led growth
Recognized by users as a top-rated investment solution on G2
Rated as the top research platform for user satisfaction in the Kitces survey , the largest survey in the advisor industry

Reporting to the Head of Sales, this is a from-scratch build. Koyfin has over 60,000 financial advisors using the platform, and over 800,000 registered users. Koyfin is standing up a GTM Engineer function for the first time to help the sales team improve the sales assist motion to the existing registered users. You’ll be working directly with the Head of Sales to build the systems, data, and messaging infrastructure the rest of the org runs on. We are looking for someone to support existing AEs, newly hired SDRs and the Head of Sales to run tests, build reporting and create efficiently run motions to reach aggressive goals.

This is a builder role, not a maintainer role. You'll be defining: a funnel, a lead-scoring model, a reporting layer, an outbound message library that does not yet exist, in a company that runs lean and expects you to own outcomes.

Compensation

The base salary range for this role is $115,000 to $135,000, plus a performance bonus of up to $25,000 per year tied to team pipeline and revenue goals, paid quarterly. The role also includes equity options and medical, dental, and vision coverage for eligible US employees. Final base salary will depend on experience, skills, and location.

What you'll own

CRM, systems & data (foundational)

Full ownership of HubSpot: administration, integrations, and data quality

Own and expand enrichment and automated workflows for new registrants and existing users (e.g., Clay, HubSpot workflows, API integrations)

Define and document the funnel from lead to deal created, including the lead‑scoring model

Reporting & analytics

Build the dashboards, reporting, and forecasting infrastructure the org uses to judge whether a motion is working

Own test‑validation tooling for time‑boxed motion tests

Create and iterate all prospect‑facing messaging across email and LinkedIn, working in tandem with the SDRs on targeting and sequencing

Own message performance (reply rates, positive‑reply definition) as an input to the funnel data above

Partnership & process

Work alongside AEs and SDRs day to day to identify what’s working, iterate and improve

What we're looking for

5–8+ years in Revenue Operations, Sales Operations, or GTM analytics

Deep, hands‑on HubSpot experience (admin‑level) or equivalent depth in a comparable CRM; comfortable owning integrations and data architecture, not just reporting on top of them (there is a full engineering team available on an as‑needed basis)

Hands‑on with enrichment and automation tooling (e.g., Clay, Zapier/n8n, APIs/webhooks); SQL or scripting a plus

Strong analytical skills with ability to build funnel definitions, lead‑scoring models, and forecasting from scratch, without a data team behind you

Experience writing and iterating outbound sales copy (email and LinkedIn), or directly overseeing it, since this role owns messaging end to end here, not just the systems around it

Comfortable in ambiguity: this is a two‑person function (you and the Head of Sales) inside a five‑person sales org, and you'll be setting definitions and processes that don't currently exist

Fintech, financial data, or advisor‑facing SaaS experience a plus, not required

Why Join Koyfin

Competitive Compensation: Enjoy a competitive salary, equity options, and a comprehensive benefits package

Innovative Environment: Be part of a fast-growing company at the forefront of financial technology, moving quickly to release new products

Dynamic Culture: Customer First, Humility & Respect, Teamwork, Continuous Improvement, and Getting Things Done

Impactful Work: Work with a small, talented team where your contributions directly impact the product and the community it serves

Industry‑Leading Product: Join a company with an industry‑leading product that is disrupting the financial analytics space through a product‑led growth sales motion

Efficiency and Growth: Join a company that values efficiency, sustainable growth, and operational excellence. Koyfin is cash flow positive and emphasizes doing more with less

At Koyfin, impact comes with responsibility. We expect independent thinking, sound judgment, and ownership of outcomes. We value clear communication, intellectual honesty, and continuous improvement. You’ll be trusted to make decisions, contribute thoughtfully, and raise the standard of the work around you.

Our hiring process is thoughtful and efficient, typically including an HR conversation, role‑specific interviews, and a final discussion with leadership.

Koyfin is an equal opportunity employer committed to building a diverse and inclusive team.

Yes, you can work from anywhere.

Do you have an office?

We are a remote‑first company and maintain an office in Kyiv. Additionally, some of our employees opt to work from local coworking spaces.

What is your recruitment process?

The hiring process can depend on the specific role, team, and level. Our recruiter will be happy to provide all the details of the recruitment process for the position you are applying for.

How should I prepare for the recruitment process?

We recommend creating an account and using Koyfin to become familiar with our product. Additionally, you can learn more about Koyfin through our website, YouTube channel, and Twitter. As you prepare for the interview, consider specific examples from your past experience that demonstrate your impact on projects and team performance. Don’t hesitate to contact our recruitment specialist if you have questions about how to prepare for this step. Thorough preparation for your interview is crucial, and we encourage you to ask any questions you may have during the interview.

It’s important that Koyfin is a good fit for you and you are a good fit for Koyfin. We highly encourage you to review our values and reflect on how they align with your values and personality.

Should I have previous experience in FinTech or Investments?

We value an extra interest or experience in FinTech/Investments. However, this is not a requirement.

Yes, we offer full benefits in the US. In other regions, the benefits depend on your location. Check out the benefits section on the Careers page.

Do you offer a 401k?

Yes, we offer 401(k) contributions and company matching.

What is the culture like in Koyfin?

• Customer First
• Humility & Respect
• Teamwork
• Continuous Improvement
• GSD

Analytical Thinking Automation Customer Relationship Management Data Architecture Hubspot Revenue Management Sales Operations Scripting SQL (Programming Language)