Relay is a digital banking platform that gives self-made business owners the tools and know-how to be great with money—bringing clarity, confidence, and control to every dollar earned, so they can turn hard work into lasting success. We do this by replacing financial guesswork with real visibility, transforming cash flow from a constant source of stress into a clear signal owners can use to run stronger, more resilient businesses.
What You’ll be DoingPartnering with sales and marketing stakeholders to identify and scope opportunities for AI-driven solutions.
Building, testing, and deploying AI prototypes and proofs-of-concept to validate use cases with sales and marketing teams.
Integrating AI APIs, MCP Servers, and other automation tools to build agents and workflows that improve our Go-to-Market motion.
Proactively identify inefficiencies in sales processes and develop technical solutions, focusing on tool performance, adoption, and measurable efficiency gains.
Contributing to the evaluation of and provide recommendations on build-vs-buy decisions for new AI technology.
Acting as a subject matter expert on AI tools and trends, helping to identify opportunities for process automation and efficiency for the marketing team.
Creating technical documentation and training materials to increase technology adoption and ensure adherence to operational processes.
Collaborating closely with sales, marketing, product, and data infrastructure teams to deliver on funnel acceleration initiatives.
Working alongside Rev Ops to administer key go-to-market business systems, including Salesforce, Orum, Momentum Gong.io
Building and deploying automation (flows), validations, and applications in Salesforce
Implementing new systems and integrations as needed
Analyzing key business requirements and systems capabilities to write specifications for systems build and run end to end implementation
Creating key reports and dashboards to track systems performance and data accuracy
Writing and maintaining clear documentation on systems build and integrations with other business systems
Looking for opportunities to consolidate/optimize existing tech stack
Partnering with Rev Ops Director for vendor management
You have 3-5 years of experience in Revenue Operations, GTM Systems, Solutions Engineering, or a technical automation role in a high-growth startup or SaaS environment.
You have strong hands‑on experience with Salesforce administration and automation (flows, validations, reporting, integrations), and are comfortable owning GTM systems end‑to‑end.
You have built prototypes or production workflows using AI APIs and automation tools, and can translate business problems into scalable technical solutions.
You understand modern B2B go‑to‑market motions and key revenue metrics, and can design systems that directly improve pipeline, conversion, and efficiency.
You are highly analytical and structured, able to gather requirements, write technical specifications, and lead implementations from concept to launch.
You are a strong cross‑functional communicator who can explain technical concepts clearly and influence Sales, Marketing, and Rev Ops stakeholders.
Experience working directly with AI agents, LLM‑based applications, or prompt engineering in a production environment.
Familiarity with data infrastructure and analytics tools (e.g., dbt, Big Query, Snowflake, Metabase, Looker).
Experience with integration platforms (e.g., Zapier, Workato) or light scripting in Python or JavaScript.
Experience supporting a PLG and sales‑assisted hybrid GTM motion.
Background in fintech or SMB‑focused SaaS environments.
Stage 1: A 45‑minute Google Meet video call with the Rev Ops Director
Stage 2: A 60‑minute Google Meets video call with our VP of Strategy & Operations
Stage 3: A 45‑minute in‑person values interview with a member of the Relay Leadership Team
Stage 4: A take‑home case study, followed by a 60‑minute presentation to members of the GTM and Data team (virtual, or in‑person)
Why Relay Might Be the Perfect Fit For You
You push relentlessly for reinvention: You’re built to constantly ask, “How can this be better?”…
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