{"id":3087428,"url":"https://alion.io/job/koyfin-gtm-engineer","title":"GTM Engineer","company":{"id":58647,"name":"Koyfin","domain":"koyfin.com","url":"https://alion.io/company/koyfin","size_band":"11-50","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Ashby","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"senior","employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"board_field","remote_working_hours":null,"hiring_geo_confidence":"inferred","locations":[],"countries":[],"hiring_countries":["US","CA"],"hiring_countries_total":2,"salary":{"min":115000,"max":135000,"currency":"USD","period":"year","gross":null,"usd_annual":135000},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[{"name":"HubSpot","optional":false},{"name":"LinkedIn","optional":false},{"name":"n8n","optional":false},{"name":"SQL","optional":false},{"name":"Zapier","optional":false}],"status":"live","first_seen_at":"2026-10-22T13:21:43Z","employer_posted_date":"2026-10-22","last_verified_at":"2026-10-23T01:55:13Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"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.\nOur impact so far:\nOne of the fastest-growing platforms for financial advisors, driven by product-led growth\nRecognized by users as a top-rated investment solution on G2\n Rated as the top research platform for user satisfaction in the Kitces survey, the largest survey in the advisor industry\nReporting 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.\nThis 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.\nCompensation: 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.\nWhat you'll own\nCRM, systems & data (foundational)\nFull ownership of HubSpot: administration, integrations, and data quality\n\nOwn and expand enrichment and automated workflows for new registrants and existing users (e.g., Clay, HubSpot workflows, API integrations)\n\nDefine and document the funnel from lead to deal created, including the lead-scoring model\n\nReporting & analytics\nBuild the dashboards, reporting, and forecasting infrastructure the org uses to judge whether a motion is working\n\nOwn test-validation tooling for time-boxed motion tests\n\nOutbound messaging\nCreate and iterate all prospect-facing messaging across email and LinkedIn, working in tandem with the SDRs on targeting and sequencing\n\nOwn message performance (reply rates, positive-reply definition) as an input to the funnel data above\n\nPartnership & process\nWork alongside AEs and SDRs day to day to identify what’s working, iterate and improve\n\nWhat we're looking for\n5-8+ years in Revenue Operations, Sales Operations, or GTM analytics\n\nDeep, 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)\n\nHands-on with enrichment and automation tooling (e.g., Clay, Zapier/n8n, APIs/webhooks); SQL or scripting a plus\n\nStrong analytical skills with ability to build funnel definitions, lead-scoring models, and forecasting from scratch, without a data team behind you\n\nExperience 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\n\nComfortable 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\n\nFintech, financial data, or advisor-facing SaaS experience a plus, not required\n\nWhy Join Koyfin\nCompetitive Compensation: Enjoy a competitive salary, equity options, and a comprehensive benefits package\n\nInnovative Environment: Be part of a fast-growing company at the forefront of financial technology, moving quickly to release new products\n\nDynamic Culture: Customer First, Humility & Respect, Teamwork, Continuous Improvement, and Getting Things Done\n\nImpactful Work: Work with a small, talented team where your contributions directly impact the product and the community it serves\n\nIndustry-Leading Product: Join a company with an industry-leading product that is disrupting the financial analytics space through a product-led growth sales motion\n\nEfficiency and Growth: Join a company that values efficiency, sustainable growth, and operational excellence. Koyfin is cash flow positive and emphasizes doing more with less\n\nAt 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.\nOur hiring process is thoughtful and efficient, typically including an HR conversation, role-specific interviews, and a final discussion with leadership.\nKoyfin is an equal opportunity employer committed to building a diverse and inclusive team.","description_format":"text","description_chars":5222,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Equity"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"},{"name":"Canada","iso":"CA","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Online Brokerage & Trading Platforms","Financial Data & Market Intelligence"],"lifecycle":[{"event":"open","at":"2026-10-22T13:54:42Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":0,"expected_fill_days":7,"reasons":["conf:1","win:early"],"computed_at":"2026-10-23T03:26:34Z"},"pay":{"stated_usd_annual":135000,"is_top_pay":false},"html_url":"https://alion.io/job/koyfin-gtm-engineer","json_url":"https://alion.io/job/koyfin-gtm-engineer.json","meta":{"generated_at":"2026-10-23T03:26:34Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":5688,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-24T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":58647},"rest":"https://alion.io/mcp/rest/get_company?id=58647"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fkoyfin-gtm-engineer"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fkoyfin-gtm-engineer"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fkoyfin-gtm-engineer"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/koyfin-gtm-engineer\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fkoyfin-gtm-engineer"}]}