Build and maintain the automation and integration layer across the GTM stack, focusing on Salesforce administration and API connections. Implement AI-assisted workflows and ensure the accuracy of revenue data and reporting.
Wealth.com
5 Remote Job Openings at Wealth.com
Design and manage the GTM tech stack and automation layer to optimize client acquisition and retention. Implement AI-native workflows and oversee deal desk operations, pricing models, and Salesforce data integrity.
Serve as the primary contact for large institutional accounts to manage onboarding, deployment, and platform adoption. Coordinate with internal product and engineering teams to resolve client issues and drive engagement through QBRs and proactive solutions.
Manage day-to-day activities and deliverables for a portfolio of large institutional clients to ensure a seamless experience. Coordinate across Product, Engineering, and Legal teams to triage requests and maintain organized documentation of workflows.
Applied Scientist Interns will work collaboratively with Software Engineers and other Applied Scientists on various AI initiatives. They will build complex legal AI assistants using state-of-the-art natural language and vision models.
