Quantifi is creating a new early‑career role, GTM Engagement Associate, focused on building long‑term relationships within the finance community and strengthening how we nurture demand over time. This role sits at the intersection of finance, sales, marketing, and revenue operations. The GTM Engagement Associate focuses on value‑driven engagement, thoughtful participation in finance conversations, and long‑term relationship development, supported by AI‑enabled outreach and RevOps infrastructure. You will be trained, supported, and equipped with established systems and workflows. The goal is not to “pitch,” but to facilitate meaningful, personalized engagement at scale—combining human judgment with AI‑powered tooling.
Why This Role Exists Quantifi has identified a major commercial gap: long‑term lead nurturing and relationship development beyond the first sales touch. Historically, leads that didn’t convert quickly were deprioritized, reducing the ROI of marketing, events, and outbound efforts. Quantifi has since piloted an AI SDR model, supported by RevOps infrastructure, that enables high‑volume, personalized outreach—but this model requires a human owner to guide tone, context, and long‑term relationship intent.
The GTM Engagement Associate exists to:
Own sustained, value‑adding engagement with finance professionals
Participate meaningfully in finance community conversations
Use AI‑enabled tools to personalize one‑to‑many communication
Strengthen long‑term pipeline through trust, familiarity, and consistency
What You’ll Do
Finance Community Engagement
Engage with finance professionals through thoughtful 1:1 conversations and follow‑ups
Participate in finance‑oriented discussions, events, and community touchpoints
Book discovery meetings with interested prospects
Manage targeting of AI outreach tools and replies to outbound emails
Build familiarity and trust over time through consistent, professional presence
This role is not about providing original thought leadership or positioning yourself as a senior expert. You will be trained to ask strong questions, facilitate discussions, and share relevant insights from Quantifi and the broader finance ecosystem.
Relationship Development & Long‑Term Nurture \ Maintain ongoing engagement with warm leads, event attendees, and long‑tail opportunities
Re‑engage contacts who were previously not ready to buy
Focus on long‑term relationship value rather than immediate conversion
Growth & Development This role offers exposure to:
Finance community dynamics
AI‑enabled GTM workflows
Revenue Operations strategy
Cross‑functional collaboration across GTM teams
Strong performers may grow into roles across:
Revenue Operations / GTM Strategy
Sales or Partnerships
Marketing or Community roles
AI‑Enabled Outreach & Tools
Use and operate with Quantifi’s AI SDR toolset, including:
Apollo
Clay
ChatGPT
HubSpot
Execute AI‑assisted, personalized outreach at scale using established workflows
Apply human judgment to guide messaging tone, timing, and relevance
Coordinate AI‑driven engagement with relationship‑first intent
This role isn’t expected to build out systems from scratch. Underlying infrastructure will already exist. Training will be provided to engage with these tools as an end user. No expectation to come in with developed technical skillset in managing AI tools.
Meeting & Opportunity Acceleration
Book discovery meetings with interested prospects
Partner with Sales to transition conversations when buying intent emerges
Provide continuity and context during handoff to Sales
Insights & Feedback Loop
Capture qualitative insights from finance community conversations
Share learnings with RevOps, Sales, and Marketing
Contribute feedback to improve AI workflows, messaging, and engagement strategy
How Success Is Evaluated This role is not quota‑carrying.
Performance will be evaluated through a blend of qualitative and quantitative indicators, including:
Quality and consistency of engagement with finance professionals
Meetings booked and opportunities influenced or reactivated
Contribution to long‑term pipeline health
Effectiveness in using tools to personalize outreach
Professional judgment, preparation, and follow‑through
Who We’re Looking For This role is designed for someone early in their career who is curious about finance, technology, and modern go‑to‑market execution.
Required
Bachelor’s degree in Finance, Business, Economics, or a related field
Strong written and verbal communication skills
Comfort engaging in professional conversations with clients and prospects
Curiosity about AI, automation, and commercial technology
Organized, thoughtful, and results oriented
Ideal (but not required)
Internship or exposure to sales, marketing, or client‑facing roles
Familiarity with CRM or outreach tools
Interest in learning how AI can support commercial workflows
Desire to explore long‑term career paths in GTM, RevOps, sales, or marketing
Team & Structure
This role sits within the Revenue Operations (RevOps) team
You will work closely with Sales and Marketing, but will not carry a sales quota
RevOps owns the AI SDR tooling and workflows you’ll operate within
Compensation & Structure
Salary Range: $65,000 - $80,000
Bonus potential tied to overall impact and performance
No commission or meeting quota
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Why This Role Exists Quantifi has identified a major commercial gap: long‑term lead nurturing and relationship development beyond the first sales touch. Historically, leads that didn’t convert quickly were deprioritized, reducing the ROI of marketing, events, and outbound efforts. Quantifi has since piloted an AI SDR model, supported by RevOps infrastructure, that enables high‑volume, personalized outreach—but this model requires a human owner to guide tone, context, and long‑term relationship intent.
The GTM Engagement Associate exists to:
Own sustained, value‑adding engagement with finance professionals
Participate meaningfully in finance community conversations
Use AI‑enabled tools to personalize one‑to‑many communication
Strengthen long‑term pipeline through trust, familiarity, and consistency
What You’ll Do
Finance Community Engagement
Engage with finance professionals through thoughtful 1:1 conversations and follow‑ups
Participate in finance‑oriented discussions, events, and community touchpoints
Book discovery meetings with interested prospects
Manage targeting of AI outreach tools and replies to outbound emails
Build familiarity and trust over time through consistent, professional presence
This role is not about providing original thought leadership or positioning yourself as a senior expert. You will be trained to ask strong questions, facilitate discussions, and share relevant insights from Quantifi and the broader finance ecosystem.
Relationship Development & Long‑Term Nurture \ Maintain ongoing engagement with warm leads, event attendees, and long‑tail opportunities
Re‑engage contacts who were previously not ready to buy
Focus on long‑term relationship value rather than immediate conversion
Growth & Development This role offers exposure to:
Finance community dynamics
AI‑enabled GTM workflows
Revenue Operations strategy
Cross‑functional collaboration across GTM teams
Strong performers may grow into roles across:
Revenue Operations / GTM Strategy
Sales or Partnerships
Marketing or Community roles
AI‑Enabled Outreach & Tools
Use and operate with Quantifi’s AI SDR toolset, including:
Apollo
Clay
ChatGPT
HubSpot
Execute AI‑assisted, personalized outreach at scale using established workflows
Apply human judgment to guide messaging tone, timing, and relevance
Coordinate AI‑driven engagement with relationship‑first intent
This role isn’t expected to build out systems from scratch. Underlying infrastructure will already exist. Training will be provided to engage with these tools as an end user. No expectation to come in with developed technical skillset in managing AI tools.
Meeting & Opportunity Acceleration
Book discovery meetings with interested prospects
Partner with Sales to transition conversations when buying intent emerges
Provide continuity and context during handoff to Sales
Insights & Feedback Loop
Capture qualitative insights from finance community conversations
Share learnings with RevOps, Sales, and Marketing
Contribute feedback to improve AI workflows, messaging, and engagement strategy
How Success Is Evaluated This role is not quota‑carrying.
Performance will be evaluated through a blend of qualitative and quantitative indicators, including:
Quality and consistency of engagement with finance professionals
Meetings booked and opportunities influenced or reactivated
Contribution to long‑term pipeline health
Effectiveness in using tools to personalize outreach
Professional judgment, preparation, and follow‑through
Who We’re Looking For This role is designed for someone early in their career who is curious about finance, technology, and modern go‑to‑market execution.
Required
Bachelor’s degree in Finance, Business, Economics, or a related field
Strong written and verbal communication skills
Comfort engaging in professional conversations with clients and prospects
Curiosity about AI, automation, and commercial technology
Organized, thoughtful, and results oriented
Ideal (but not required)
Internship or exposure to sales, marketing, or client‑facing roles
Familiarity with CRM or outreach tools
Interest in learning how AI can support commercial workflows
Desire to explore long‑term career paths in GTM, RevOps, sales, or marketing
Team & Structure
This role sits within the Revenue Operations (RevOps) team
You will work closely with Sales and Marketing, but will not carry a sales quota
RevOps owns the AI SDR tooling and workflows you’ll operate within
Compensation & Structure
Salary Range: $65,000 - $80,000
Bonus potential tied to overall impact and performance
No commission or meeting quota
#J-18808-Ljbffr