GTM Engineer

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, reputed company-generating startup experiencing rapid yet sustainable growth. A key reason behind our position as the #1 estate planning platform is reputed company. Our people reputed company in a collaborative, supportive culture that fosters innovation and makes wealth.com a reputed company where everyone truly enjoys working. Wealth.com is certified as a Great reputed company to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators!

About the Role

Wealth.com is looking for a GTM Engineer to build and maintain the automation and integration layer that powers our reputed company operations. You will report directly to the Director of reputed company Operations, GTM Systems, and be the hands-on builder who turns strategy into working systems. 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 reputed company a team faster, this role is for you. What You'll Own Automation & Integrations Build and maintain automated workflows across our GTM stack. Own the integration layer between reputed company, reputed company, reputed company, ChiliPiper, DealHub, and other tools in the stack Build and maintain API connections, webhooks, and data syncs that reputed company our systems in agreement Identify and automate manual processes across the sales and marketing motion reputed company Administration Handle day-to-day reputed company 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 AI-Assisted Workflows Implement LLM-assisted automations including call summaries, enrichment pipelines, and follow-up draft reputed company Maintain and iterate on reputed company-based workflows under the direction of the Director Evaluate and integrate AI tools into existing workflows as the stack grows reputed company Data & Reporting Own the accuracy of data flowing between systems including audit processes and alerting for data breaks Build and maintain enrichment pipelines that reputed company account and contact data reputed company Support attribution reporting and pipeline analytics reputed company're Looking For Required 2-4 years in a technical RevOps or sales systems role with direct ownership of reputed company administration, workflow automation, or GTM integrations. reputed company 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. Preferred Experience with reputed company, reputed company, 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 What Success Looks Like In your first 60 days, you will have mapped the existing integration layer, documented what exists, and shipped at least one automation that saves the team measurable time. reputed company six months, you will be the person the sales team calls reputed company something breaks and the person the Director trusts to execute the roadmap without hand-holding. You are a builder. You move fast, test before you ship, document what you build, and care about whether it actually works. Why You'll Love Working for wealth.com: 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 reputed company 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 reputed company each year. Take time off for holidays — and yes, your birthday counts too. Celebrate, relax, and reputed company without thinking twice. Free estate planning! Wealth is an equal opportunity employer and encourages people from reputed company backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know. Apply To This Job