Koyfin provides tools for advisors and investors to research markets, analyze portfolios, and create client-ready reports in one place. Koyfin covers equities, ETFs, mutual funds, forex, bonds, etc. Backed by Craft Ventures.
About the role
🥇 Recognized by users as a top-rated investment solution on G2 Found on 1752vc Careers, the job board for startup and VC roles.
What they'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
More about this role
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.
🚀 One of the fastest-growing platforms for financial advisors, driven by product-led growth
🥇 Recognized by users as a top-rated investment solution on G2
🏆 Rated as the top research platform for user satisfaction in the Kitces survey , the largest survey in the advisor industry
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...
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