Koyfin is a rapidly growing, VC-backed fintech startup founded in 2016. With hundreds of thousands of users, we have built a strong cult following. Every investor deserves powerful, intuitive tools to analyze markets and portfolios without the steep learning curve or sky-high costs of traditional platforms. That’s why we built Koyfin: a modern, accessible analytics platform that combines sleek visualizations, comprehensive data, and customizable tools to empower smarter investment decisions.

? Fastest growing research platform for financial advisors using product-led growth (register for free)

? Recognized by G2 as a top-rated analytics platform (link)

? Rapid growth with new records in usage and revenue every quarter

? We’re cash flow positive - and proud of it

About the Role

Reporting 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.

This 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.

What you'll own

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.

📌 GTM Engineer (Modena)
🏢 koyfin
📍 Modena