About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Wealth Technology (IT).

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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About the Client

Confidential Client is a leading provider of wealth technology and managed services that helps financial advisors scale operations and deliver better outcomes for clients. The organization values customer focus, craftsmanship, ownership, and teamwork, and supports large asset bases through award-winning technology and managed services.

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About the role

This is an entry-level GTM Engineer role supporting the scaling of the go-to-market (GTM) engine through automation, systems integration, AI-enabled workflows, data management, and analytics. You will partner closely with RevOps, sales, marketing, customer success, and product teams to remove manual work, improve data quality, and accelerate the revenue lifecycle.

This is a full-time role based in Druid Hills, GA.

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You are the right person for this role if you:

• Enjoy building and automating workflows instead of repetitive manual tasks
• Are naturally curious about how systems connect and how data flows between tools
• Are a proactive self-starter who can solve ambiguous problems independently
• Learn new tools quickly and are willing to experiment (including agentic AI platforms)
• Have strong attention to detail, especially around data accuracy and process design
• Can gather requirements and communicate findings to technical and non-technical audiences
• Thrive in a collaborative, fast-paced, cross-functional team environment

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What you’ll do

• Build automated workflows across the GTM stack (CRM, marketing, support, product tools)
• Support the RevOps Manager on projects and initiatives using Agile approaches
• Partner with cross-functional teams to test, implement, and optimize GTM processes
• Integrate systems using low-code tools and basic API concepts
• Maintain CRM structure, system hygiene, and data quality
• Document workflows, system architecture, and automation logic for consistent reporting
• Support lead lifecycle processes (routing, enrichment, scoring, handoffs)
• Troubleshoot system issues and data inconsistencies across platforms

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What success looks like

• Manual work and execution times are reduced through scalable automation
• Lead routing, enrichment, and lifecycle processes run reliably and accurately
• GTM teams adopt and trust the systems and automations you build
• Data quality improves, yielding more reliable reporting and decision-making
• New tools and integrations are implemented efficiently with minimal disruption
• You proactively identify inefficiencies and propose creative solutions
• Experiments and process changes launch quickly on strong system foundations
• You continuously grow your technical skills (scripting, integration patterns, BI)

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Qualifications

• 0–2 years of experience in business operations, finance, technology, analytics, or related fields
• Bachelor’s degree preferred (Information Systems, Computer Science, or related)
• Intermediate coding knowledge (Python, JavaScript)
• Familiarity with CRM platforms (HubSpot, Salesforce) and GTM tools (Apollo, Gong, Clay, etc.) is a plus
• Exposure to automation tools (n8n, Make) or similar low-code platforms
• Foundational understanding of SQL, APIs, data structures, and data modeling
• Demonstrated AI fluency — using AI tools for data tasks, code generation, summarization, and automation
• Experience querying/transforming large datasets and building dashboards (Power BI, Tableau)
• Strong communication, analytical thinking, problem-solving, and attention to detail
• Ability to manage multiple priorities and work effectively in a team

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U.S. Equal Opportunity Employment Information

Individuals seeking employment with Confidential Client are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.