Offer summary

Qualifications:

Over 3 years of experience in data engineering, especially with GTM teams., Proficiency in automating GTM or customer-facing processes like sales and onboarding., Strong understanding of CRM platforms and customer lifecycle management., Experience working with AI tools, LLMs, and no-code/low-code automation platforms..

Key responsibilities:

Design and build automation workflows for lead and customer processes.

Integrate and enrich data from various sources to feed GTM tools.

Implement AI-powered automation for outreach, scoring, and content generation.

Collaborate with teams to optimize workflows and monitor automation performance.

Job description

About Truv

Truv is transforming the financial data industry with a secure and real-time API platform for payroll account access. Our technology streamlines income and employment verification, direct deposit switching, and more—eliminating outdated processes and unlocking greater financial opportunities. Backed by $30M from top investors like Kleiner Perkins and NYCA, we’re disrupting a $2B legacy market with cutting-edge innovation and a customer-first approach. Our leadership team brings expertise from industry giants like Apple, Carta, Venmo, MX, and Okta, driving the future of financial data access.

About the Job

We're seeking a data-driven GTM Automation Engineer to design, build, and maintain sophisticated automation workflows that optimize our entire go-to-market operation from initial prospect through long-term customer success. You'll combine your data engineering background with AI prompting expertise to create intelligent systems that streamline sales, marketing, and customer success operations.

As our automation specialist, you'll work closely with sales, marketing, and customer success teams to identify inefficiencies across the customer lifecycle and build data-driven solutions that eliminate manual work while improving conversion rates, retention, and expansion. This role is perfect for someone passionate about leveraging modern automation platforms and AI to transform how businesses scale their revenue operations.

What You'll Do

Automate lead and customer flows: Build end-to-end systems that handle lead capture, qualification, routing, onboarding, and re-engagement

Data integration & enrichment: Design pipelines that pull data from internal and external sources, validate and enrich it, and feed it into GTM tools

AI-powered automation: Use LLMs and prompt-based systems to personalize outreach, score leads, detect churn signals, and generate content

Cross-system orchestration: Integrate tools like CRMs, email platforms, support software, and internal databases using APIs and webhooks

GTM workflow optimization: Collaborate with go-to-market teams to identify inefficiencies and automate manual steps in their day-to-day operations

Analytics & monitoring: Build dashboards, reports, and alerting systems to track funnel health, workflow performance, and automation ROI

Who You Are

3+ years in data engineering with focus on working with GTM teams.

Experience automating GTM or customer-facing processes (sales, marketing, onboarding, retention, support)

Strong grasp of CRM platforms and customer lifecycle flows (HubSpot experience is a plus)

Comfort working with enrichment tools. Experience with Clay is a plus

Comfort working with AI tools, LLMs, or prompt-based automations (e.g., ChatGPT, Claude, etc.)

Hands-on experience with no-code / low-code tools such as Pipedream

Solid understanding of how GTM systems connect and operate together — from lead gen to renewal

Knowledge of scripting in Python for API calls, data processing, custom integrations, and ability to write HTTPS requests from scratch

Analytical mindset with a bias for action — you care about real-world impact and business results

Strong ownership and system design skills

Bonus Skills

Experience with modern data stack (e.g., dbt, Airflow, Fivetran, Segment)

Background in SaaS, B2B, or high-growth startup environments

Knowledge of metrics like NPS, CSAT, CAC, LTV, churn prediction, or expansion triggers

Familiarity with HubSpot workflows, reports, or API-level integrations

Benefits

Fully remote

Competitive salary and equity package

Flexible time off

Work with cutting-edge technology and innovative customers

Opportunity to shape the future of financial data access

We are an equal opportunity employer committed to diversity. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status.

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