GTM Engineer
At a glance
Mid-level Solutions & Sales Engineering role at Wealth.com. New York · full-time · $130,000–$180,000 base.
growthroles summary, based on the employer's posting.
What you'll do
- Build and troubleshoot automated workflows, API links, webhooks and data syncs across the revenue tools
- Administer Salesforce by configuring objects, flows, permissions and validation, while supporting data cleanup and model updates
- Create and refine AI-supported processes for call summaries, data enrichment and follow-up drafts
- Keep account and contact records current, audit cross-system data and support attribution and pipeline reporting
What you bring
- You have two to four years in technical RevOps or sales systems, with hands-on Salesforce administration, automation or GTM integrations
- You can use Salesforce flows, reports, custom objects and core admin features
- You have built AI-supported workflows or connected systems to large language models, and can work with APIs, webhooks and basic data transformations
- You bring B2B SaaS experience and careful data habits, catching errors before they spread
Who this fits
This mid-level, hands-on builder role suits someone who tests, documents and maintains working systems, and can execute a roadmap with limited direction. You’ll report to the Director of Revenue Operations, GTM Systems. The role is hybrid in New York.
From the employer
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!
About the Role
Wealth.com is looking for a GTM Engineer to build and maintain the automation and integration layer that powers our revenue operations. You will report directly to the Director of Revenue 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 make 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 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
Salesforce Administration
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
AI-Assisted Workflows
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
Revenue Data & Reporting
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
What We're Looking For
Required
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.
Preferred
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
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. Within six months, you will be the person the sales team calls when 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.
Benefits & Perks
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!
Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.
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