GTM Engineer
Full Job Posting
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.
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
Outbound messaging
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.
Requirements
- 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
About Koyfin
Financial data and analytics platform serving advisors and investors researching markets, analyzing portfolios, and creating client-ready reports.
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