GTM Engagement Associate

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 Rev Ops 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.

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 Rev Ops infrastructure, that enables high‑volume, personalized outreach—but this model requires a human owner to guide tone, context, and long‑term relationship intent.

• 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

• 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.

This role offers exposure to:

• Finance community dynamics
• AI‑enabled GTM workflows
• Revenue Operations strategy
• Cross‑functional collaboration across GTM teams

• Revenue Operations / GTM Strategy
• Sales or Partnerships
• Marketing or Community roles

• Use and operate with Quantifi’s AI SDR toolset, including:
  • Apollo
  • Clay
  • ChatGPT
  • Hub Spot
• 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.

• Book discovery meetings with interested prospects
• Partner with Sales to transition conversations when buying intent emerges
• Provide continuity and context during handoff to Sales

• Capture qualitative insights from finance community conversations
• Share learnings with Rev Ops, Sales, and Marketing
• Contribute feedback to improve AI workflows, messaging, and engagement strategy

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…