Heron Data · 10 hours ago
GTM Engineer
New York, NY
Full-time
Onsite
Mid Level
$100K/yr - $160K/yrHeron Data is a Series A company focused on automating document processing for financial services using AI and LLMs. The GTM Engineer will build the operational backbone of revenue by managing systems, data, and processes to enhance the sales team's performance and ensure accurate forecasting.
Artificial Intelligence (AI)Document ManagementFinancial ExchangesFinTechInsurTechSaaS
Responsibilities
Own sales systems + CRM (HubSpot-first)
Be the HubSpot owner: pipeline stages, properties, lifecycle, lead routing, SLAs, permissions, automations, and hygiene
Design workflows that reduce rep admin time (templates, sequences, tasks, playbooks, deal desk processes)
Build scalable rules for when a lead becomes an MQL/SQL, how it’s routed, and how it’s worked
Build end-to-end attribution + reporting
Implement trustworthy attribution across inbound/outbound channels (what drove the lead, what drove the meeting, what drove the win)
Build dashboards that answer: pipeline health, conversion rates by stage, rep performance, source ROI, cycle time, and forecast accuracy
Create a “single source of truth” for weekly/monthly reporting (and kill spreadsheet chaos where it doesn’t need to exist)
Scale outbound operations + data enrichment (Clay + Amplemarket)
Own list building, enrichment, segmentation, and routing standards using Clay (and related data providers)
Support outbound execution: sequencing, tracking, experiment structure, deliverability
Build measurement loops so outbound becomes an iterative system, not “spray and pray”
Run GTM experiments + improve efficiency
Track sales activities tied to outcomes — identify what's working and where breakages happen
Improve funnel performance (lead → meeting → trial → close) by finding bottlenecks and building fixes
Stand up experimentation frameworks: hypotheses, success metrics, cohorts, and learnings
Create playbooks for new motions (new segment, persona, channel)
Make the org scale-ready
Define operating cadence: pipeline reviews, forecast calls, QBR support, territory/account assignment logic
Own SOPs, onboarding enablement, and 'how we sell' documentation
Partner with Finance on bookings/revenue reporting consistency
Qualification
Required
Strong HubSpot operator (workflows, properties, objects, reporting)
Comfortable in Clay and Amplemarket
Strong in spreadsheets; bonus if you can write SQL or do lightweight scripting
Systems-minded and metric-obsessed
Technical enough to build, not just suggest
Cross-functional partner
Early-stage instincts
You care deeply about definitions, data integrity, and making metrics reflect reality
You design workflows that survive scale — and know when 'good enough' beats over-engineering
You earn trust by being practical, fast, and clear
You work well with Sales, Marketing, and Finance without needing to be managed
You've supported a scaling sales org (Seed–Series B ideally) and know how messy it gets
You've built structure after learning what actually works — not before
Preferred
Experience with automation tools (Zapier/Make), basic APIs/webhooks, or reverse-ETL
Familiarity with data hygiene and compliance (consent, suppression/DNC, deliverability)
You've owned territory assignment, lead scoring, and SLA workflows end-to-end
Experience building attribution that doesn't fall apart
Benefits
Competitive benefits (health insurance, pension, uncapped leave, parental leave, mental health support)
Weekly company lunches (inclusive + vegan-friendly)
Company
Heron Data
Heron Data utilizes AI to automate document intake, extraction, and enrichment in the lending, equipment finance, and insurance industries.
Founded in 2020
11-50 employees
H1B Sponsorship
Heron Data has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
Funding
Current Stage
Early StageTotal Funding
$17.8MKey Investors
Insight PartnersY Combinator
2025-07-15Series A· $16.6M
2020-08-25Seed· $1.2M
Leadership Team
Johannes Jaeckle
Co-Founder & CEO
Dominic Kwok
Co-Founder & CTO
Recent News
2026-01-16
2025-10-20
2025-08-18
Company data provided by crunchbase