Strategy & Operations Associate, GTM

Setpoint; New York (NY); Hybrid; USD 130,000 - 150,000; Full time

Benefits offered by this job

Stock options

Medical, dental, vision

401(k)

Unlimited PTO

Two in-office days per week (Tue/Thu)

Job summary

Setpoint in New York is seeking a Strategy & Operations Associate, GTM. This role sits at the intersection of sales, operations, and AI, building an intelligence layer that captures email, Slack, and call data and connects it to HubSpot.

You will design AI agents, own HubSpot end-to-end, and collaborate across sales, marketing, product, and finance. The role offers a hybrid schedule with two in-office days (Tue/Thu) and a compensation range of $130,000–$150,000 OTE.

Qualifications

• 4-6+ years in Sales Operations or related roles.
• Hands-on HubSpot experience (workflows, properties, reporting).
• Experience shipping AI workflows or agents.
• Experience with unstructured data to structured fields.
• Strong analytics for sales data, forecasting.
• APIs, SQL, and scripting in Python/JavaScript; automation tools a plus.
• Bachelor’s degree preferred.

Responsibilities

• Design a never-offline intelligence layer across email, Slack, and call data connected to HubSpot.
• Build AI agents that monitor calls, update deals, flag risk, and draft follow-ups.
• Own HubSpot end-to-end with automated hygiene and audit trails.
• Develop dashboards and reports for key sales metrics and forecasting.
• Analyze GTM performance and provide actionable recommendations.
• Manage account distribution and use AI to enrich data for qualification.
• Roll out new tools with guides and cross-functional training.

Skills

Sales Operations

HubSpot

AI workflows

Data analysis

APIs & scripting

Education

Bachelor’s degree preferred

Tools

Zapier

Make

n8n

HubSpot integrations

Job description

Behind many of life’s most important transactions like buying a house, applying for a mortgage, getting a small business loan, or refinancing a credit card, is a network of credit relationships. Setpoint provides critical infrastructure for relationships between the world’s largest banks, credit funds and capital markets counterparties. Because when capital works together, ambition goes further.

Strategy & Operations Associate, GTM

Location: New York, New York | Hybrid (Tuesdays/Thursdays)

About the role

Behind many of life’s most important transactions like buying a house, applying for a mortgage, getting a small business loan, or refinancing a credit card, is a network of credit relationships. Setpoint provides critical infrastructure for relationships between the world’s largest banks, credit funds and capital markets counterparties. Because when capital works together, ambition goes further.

We are looking for a Strategy & Operations Associate, GTM hire to join our team. This role sits at the intersection of sales, operations, and AI. Today, much of what happens in our deals lives in email threads, Slack channels, and call recordings, and only part of it reaches HubSpot through manual rep updates. You will build the company intelligence layer that captures all of it, and the AI agents on top of it that keep our CRM current, surface insights for leadership, and give reps their time back to sell.

Who will love this job:

• An AI builder – you reach for Claude, GPT, and automation tools first, and you have built workflows, agents, or internal tools that people use every day
• A systems thinker – you see the CRM, inboxes, Slack, and call recordings as one data set and want to connect them
• A data-driven strategist – you use metrics to shape sales process and go-to-market strategy, not only to report on them
• An owner – you find the manual, low-value work that slows reps down and remove it without being asked
• A strong collaborator – you work across sales, marketing, product, and finance, and can explain technical work to a non-technical audience

What you’ll do:

• Company Intelligence Layer - Design and build an always-on intelligence ecosystem that captures what happens across email, Slack, and call recordings and connects it to HubSpot, so the full history of every account and deal lives in one place instead of in reps' inboxes and memories
• AI Agents for the Sales Team - Build and maintain agents on top of that data that do work on reps' behalf: monitoring calls, updating projected close dates, deal stages, and product mix in HubSpot, flagging at-risk deals, and drafting follow-ups
• Systems & Data Integrity - Own HubSpot (our CRM) end to end. Move the CRM from rep-entered data to system-maintained data, with clear field definitions, automated hygiene, and an audit trail so leadership can trust what it sees
• Reporting & Forecasting - Partner with sales leadership on pipeline management, quarter-end close, and the forecast that feeds financial planning, executive, and board materials. Build dashboards and reports that give visibility into key sales metrics
• GTM Strategy & Analysis - Analyze performance across the sales process, pricing, product mix, and ideal customer profile, and turn the findings into recommendations for leadership
• Account Management - Manage account distribution so reps keep a healthy pipeline, equitable account assignments, and a balanced mix of core ICP and experimental accounts. Use AI-driven enrichment to fill account data gaps that support qualification
• Enablement & Cross-Functional Collaboration - Roll out new tools and processes to the sales team with clear guides and training, and work with marketing, finance, product, and implementation to keep systems and processes aligned

You should have:

• 4-6+ years of experience in Sales Operations, Revenue Operations, Strategy & Operations, or a related role (ex. Business Operations, GTM Strategy)
• Hands-on HubSpot experience (required), including workflows, custom properties, integrations, and reporting
• A track record of building with AI: you have shipped workflows, agents, or internal tools using Claude, GPT, or similar models, and can walk us through what you built
• Experience working with unstructured data such as call transcripts, email, and chat, and turning it into structured fields a system can act on
• Strong analytical skills, with experience modeling sales data, reporting, and forecasting
• Comfort with APIs, SQL, and scripting in Python or JavaScript; experience with automation platforms (ex. n8n, Zapier, Make) or agent frameworks is a plus
• Ability to manage multiple projects and work cross-functionally in a fast‑paced environment
• Bachelor’s degree in a relevant field is preferred

Compensation: $130,000 - $150,000 OTE, dependent on multiple factors, which may include the successful candidate's skills, experience, and other qualifications.

About Setpoint:

Setpoint provides purpose-built capital and technology to asset-backed borrowers and lenders. Our platform is the funding operating system for originators: it verifies and stores documents; automates critical calculations and compliance reporting; and digitizes assets like homes or cars. Setpoint’s technology makes warehouse transactions instant and error free.

In August 2024, Setpoint announced the successful completion of its $31 million Series B funding round. 645 Ventures led the round, with significant strategic investments from Citi and Wells Fargo, alongside Andreessen Horowitz, NextView Ventures, Floating Point, Henry Kravis, Zillow founder’s 75 & Sunny, Vesta Ventures, Fifth Wall, Eltura Ventures, and Outrunner Capital.

For all our employees, we offer a full slate of benefits from competitive salaries, stock options, medical, dental and vision coverage, 401k, disability coverage, and flexible vacation. Setpoint has offices in Austin, New York, and Park City, UT and we’re currently hiring remote team members for specific roles.

Setpoint provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

About Setpoint:

Setpoint is the new operating standard for asset-backed finance. Our collaborative, AI-native platform brings capital providers and borrowers together around the same verified information: extracting and verifying asset and servicer data, automating reporting and compliance, and surfacing risk and opportunity in real time. Leading institutions use Setpoint to strengthen oversight, reduce risk, and make better decisions across $550B+ in financed assets.

In August 2024, Setpoint announced the successful completion of its $31 million Series B funding round. 645 Ventures led the round, with significant strategic investments from Citi and Wells Fargo, alongside Andreessen Horowitz, NextView Ventures, Floating Point, Henry Kravis, Zillow founder’s 75 & Sunny, Vesta Ventures, Fifth Wall, Eltura Ventures, and Outrunner Capital.

We offer a comprehensive benefits package that includes competitive salaries, stock options, unlimited paid time off, medical, dental, and vision coverage, 401(k), and health and wellness support through One Medical and a 24/7 Employee Assistance Program. We have offices in Austin, TX, New York, NY, and Salt Lake City, UT, with hybrid roles based in these locations and an expectation of two days a week in office (Tuesdays and Thursdays).

Setpoint provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.