Go to Market (GTM) Automation Specialist I
Core
Support the build and upkeep of workflows, data pipelines, and multi-channel programs to drive partner acquisition and end-user engagement in a B2B2C financial wellness platform.
Role type
Junior Go-to-Market Automation Specialist (IC)
Builds
GTM workflows, data pipelines, multi-channel outreach programs, and performance dashboards
Domain
Fintech / Employee Financial Wellness / B2B2C SaaS
Required skills
HubSpot workflows and automation, data hygiene and segmentation, dashboard building, project management, cross-functional collaboration
Preferred skills
Experience with Clay, Apollo, or consumer engagement platforms, foundational AI tool application
Technologies
HubSpot, Clay, Apollo
Responsibilities
Support the build and upkeep of GTM workflows for partner acquisition and end-user engagement; Integrate tools with CRM and external data sources to maintain data quality; Maintain and troubleshoot pipelines for onboarding and consumer adoption; Assist with setting up multi-channel programs (email, LinkedIn, in-app); Partner with Sales, Revenue Ops, and Marketing on cross-functional projects; Support experimentation efforts by setting up and tracking tests for messaging and targeting; Build and maintain dashboards tracking partner health and consumer adoption; Keep documentation current for tools and workflows
Seniority
Junior, hands-on IC