About the role
Technical GTM Engineer We’re hiring a GTM Engineer to build and scale the internal systems that power Jump’s go-to-market engine. You’ll design the architecture, automations, and technical workflows that enable Sales, CS, Enablement, and Product to run at top speed — turning our GTM motion into a repeatable, AI-driven machine. Why Jump? Jump is transforming how wealth management and financial professionals operate. Our AI platform automates workflows, enhances client communication, and integrates across the complex tool stacks used by RIAs, BDs, and FinServ teams. From tax workflows to investment communications to compliance-ready client summaries, Jump is redefining how advisory teams deliver service at scale. We’re expanding rapidly across wealthtech, insurance, and broader financial services, and our GTM organization needs a technical operator who can build the systems, data flows, and automations behind that growth. Jump is a small, high-leverage, talent-dense team headquartered in Utah with a distributed workforce. We move fast, solve hard problems, and care deeply about building AI systems that are secure, compliant, and immediately useful. We value clarity, ownership, and execution. If you want to work at the intersection of AI, product, GTM systems, and internal tooling, this is a rare opportunity to shape the foundation of a category-defining company. What we’re looking for Experience building internal tooling for Marketing and Sales in a high-growth SaaS environment Strong fluency in product event instrumentation and routing into GTM systems Hands-on experience integrating product events and customer data into CRMs (HubSpot and/or Salesforce) Strong understanding of data pipelines and sync patterns between a data warehouse and CRM Comfort with APIs, webhooks, and troubleshooting distributed integrations Experience implementing lifecycle automation across acquisition, activation, and retention workflows Ability to own GTM systems end-to-end: architecture, reliability, data quality, and iteration Structured, detail-oriented operator who can build, document, and maintain technical workflows that scale Strong cross-functional collaboration with Product, Engineering, Marketing, Sales, and CS What you’ll do Build and maintain internal tooling that improves Marketing and Sales velocity Own the end-to-end GTM systems stack, ensuring reliability, observability, and clean data flows Integrate product events into HubSpot and/or Salesforce to power segmentation, scoring, and automation Manage ongoing data sync between BigQuery (warehouse) and CRM systems Implement lifecycle automation to support lead/customer journeys and drive conversion and retention Build event- and webhook-driven automations across GTM workflows (routing, enrichment, attribution) Partner with Engineering/Product to define and maintain high-quality product event instrumentation Develop reporting foundations that connect product usage, lifecycle stage, and revenue outcomes Continuously improve GTM infrastructure to reduce manual work and eliminate operational friction Tech stack Backend engineering: Elixir Frontend: React APIs / CRM integrations: HubSpot, Salesforce Data warehouse: BigQuery Tracking: Google Tag Manager (GTM) Marketing infrastructure: marketing automation + lifecycle systems, attribution, routing, and enrichment tooling About Jump Jump’s mission is to empower financial advisors and their clients to thrive in the age of AI. Jump’s primary product is an AI assistant helping financial advisors with their client meeting cycle and other workflows. Jump’s product is expanding to include many other advisor workflows, as well as into other finserv verticals. Jump leads its category in market share, customer satisfaction, and analyst rankings, and has grown rapidly. Jump customers include leading independent broker dealers such as LPL, Osaic, Raymond James, and Cetera, and leading RIAs including Focus Financial, Merit, Savant, Allworth, Sanctuary Wealth, Integrated Partners, and more. Jump was launched in 2023 by repeat entrepreneurs and is led by a team with backgrounds from Harvard, Stanford, Google, Snowflake, Bill.com , JPMorgan, Fidelity, Bain, Bain Capital Ventures, Auditboard, Nitrogen, and eMoney. Jump is a Series A company backed by top venture capital firms and industry strategics including Battery, Sorenson, Pelion, and Citi. Jump’s team values are High Velocity, World Class, and Direct + Kind + No Drama. Please consider joining us in our work to transform the client and advisor / rep experience in financial services by delivering cutting edge, practical, compliant AI technology to help those who help safeguard the financial future of everyday people everywhere
