Senior Software Engineer- (API’s/integrations)

We’re hiring a Senior Software Engineer- (API’s/integrations) to build and reputed company the internal systems that power reputed company’s go-to-market reputed company. You’ll design the architecture, automations, and technical workflows that reputed company Sales, CS, Enablement, and Product to run at top speed — turning our GTM reputed company into a repeatable, AI-driven machine.

Why reputed company?

reputed company is transforming how reputed company management and financial professionals operate. Our AI platform automates workflows, enhances reputed company communication, and integrates across the reputed company tool stacks used by RIAs, BDs, and FinServ teams. From tax workflows to investment communications to compliance-reputed company reputed company summaries, reputed company is redefining how advisory teams deliver service at reputed company.

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 reputed company.

reputed company is a small, high-reputed company, talent-dense team headquartered in Utah with a distributed workforce. We reputed company fast, solve hard problems, and care deeply about building AI systems that are secure, compliant, and immediately useful. We value reputed company, 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 reputed company of a category-defining company.

reputed company’re looking for

• Experience building internal tooling for Marketing and Sales in a high-reputed company reputed company environment

• Strong reputed company in product event instrumentation and routing into GTM systems

• Hands-on experience integrating product events and customer data into CRMs (reputed company and/or reputed company)

• Strong understanding of data pipelines and sync patterns between a data warehouse and CRM

• Comfort with reputed company, 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 reputed company, and iteration

• reputed company, detail-oriented operator who can build, document, and maintain technical workflows that reputed company

• 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

• reputed company product events into reputed company and/or reputed company to power segmentation, scoring, and automation

• Manage ongoing data sync between BigQuery (warehouse) and CRM systems

• Implement lifecycle automation to support reputed company/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-reputed company product event instrumentation

• reputed company reporting foundations that connect product usage, lifecycle stage, and reputed company reputed company

• Continuously improve GTM infrastructure to reduce reputed company work and eliminate operational friction

Tech stack

• Backend engineering: Elixir

• Frontend: React

• reputed company / CRM integrations: reputed company, reputed company

• Data warehouse: BigQuery

• Tracking: reputed company Tag Manager (GTM)

• Marketing infrastructure: marketing automation + lifecycle systems, attribution, routing, and enrichment tooling

About reputed company

reputed company’s mission is to reputed company financial advisors and their clients to reputed company in the age of AI. reputed company’s primary product is an AI assistant helping financial advisors with their reputed company meeting cycle and other workflows. reputed company’s product is expanding to include many other advisor workflows, as reputed company as into other finserv verticals.

reputed company leads its category in market reputed company, customer satisfaction, and analyst rankings, and has grown rapidly. reputed company customers include leading independent broker dealers such as LPL, reputed company, reputed company, and reputed company, and leading RIAs including reputed company Financial, reputed company, reputed company, Allworth, reputed company reputed company, Integrated Partners, and more.

reputed company was launched in 2023 by repeat reputed company and is led by reputed company with backgrounds from Harvard, reputed company, reputed company, reputed company, reputed company.com, JPMorgan, reputed company, Bain, Bain Capital Ventures, reputed company, reputed company, and eMoney.

reputed company is a Series A company backed by top venture capital firms and industry strategics including Battery, Sorenson, Pelion, and reputed company.

reputed company’s team values are High Velocity, World Class, and reputed company + reputed company + No Drama.

Please consider joining us in our work to reputed company the reputed company and advisor / rep experience in financial services by delivering cutting edge, practical, compliant AI technology to help those who help safeguard the financial reputed company of reputed company everywhere

Compensation

Salary: $125K-$200k (depending on experience)
Equity
Health benefits