# Strategy & Operations Associate, GTM

**Company**: Setpoint
**Location**: New York, NY
**Work arrangement**: hybrid
**Experience**: senior
**Job type**: full-time
**Salary**: $130,000 - $150,000 OTE
**Category**: Operations
**Industry**: Finance

**Apply**: https://job-boards.greenhouse.io/setpoint/jobs/5291391007?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/strategy-and-operations-associate-gtm-fdbb5911-10d/

## Description

Behind many of life's most important transactions like buying a house, applying for a mortgage, getting a small business loan, or refinancing a credit card, is a network of credit relationships. Setpoint provides critical infrastructure for relationships between the world's largest banks, credit funds, and capital markets counterparties.

We are looking for a Strategy & Operations Associate, GTM hire to join our team. This role sits at the intersection of sales, operations, and AI. Today, much of what happens in our deals lives in email threads, Slack channels, and call recordings, and only part of it reaches HubSpot through manual rep updates. You will build the company intelligence layer that captures all of it, and the AI agents on top of it that keep our CRM current, surface insights for leadership, and give reps their time back to sell.

## Responsibilities

- Company Intelligence Layer - Design and build an always-on intelligence ecosystem that captures what happens across email, Slack, and call recordings and connects it to HubSpot, so the full history of every account and deal lives in one place instead of in reps' inboxes and memories

- AI Agents for the Sales Team - Build and maintain agents on top of that data that do work on reps' behalf: monitoring calls, updating projected close dates, deal stages, and product mix in HubSpot, flagging at-risk deals, and drafting follow-ups

- Systems & Data Integrity - Own HubSpot (our CRM) end to end. Move the CRM from rep-entered data to system-maintained data, with clear field definitions, automated hygiene, and an audit trail so leadership can trust what it sees

- Reporting & Forecasting - Partner with sales leadership on pipeline management, quarter-end close, and the forecast that feeds financial planning, executive, and board materials. Build dashboards and reports that give visibility into key sales metrics

- GTM Strategy & Analysis - Analyze performance across the sales process, pricing, product mix, and ideal customer profile, and turn the findings into recommendations for leadership

- Account Management - Manage account distribution so reps keep a healthy pipeline, equitable account assignments, and a balanced mix of core ICP and experimental accounts. Use AI-driven enrichment to fill account data gaps that support qualification

- Enablement & Cross-Functional Collaboration - Roll out new tools and processes to the sales team with clear guides and training, and work with marketing, finance, product, and implementation to keep systems and processes aligned

## Requirements

- 4-6+ years of experience in Sales Operations, Revenue Operations, Strategy & Operations, or a related role (ex. Business Operations, GTM Strategy)

- Hands-on HubSpot experience (required), including workflows, custom properties, integrations, and reporting

- A track record of building with AI: you have shipped workflows, agents, or internal tools using Claude, GPT, or similar models, and can walk us through what you built

- Experience working with unstructured data such as call transcripts, email, and chat, and turning it into structured fields a system can act on

- Strong analytical skills, with experience modeling sales data, reporting, and forecasting

- Comfort with APIs, SQL, and scripting in Python or JavaScript; experience with automation platforms (ex. n8n, Zapier, Make) or agent frameworks is a plus

- Ability to manage multiple projects and work cross-functionally in a fast-paced environment

- Bachelor's degree in a relevant field is preferred

## Benefits

- Competitive salaries

- Stock options

- Medical, dental, and vision coverage

- 401k

- Disability coverage

- Flexible vacation

- Unlimited paid time off

- Health and wellness support through One Medical and a 24/7 Employee Assistance Program

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## Skills

### Required
- HubSpot
- AI
- Python
- JavaScript
- SQL
- APIs
- automation platforms
- agent frameworks

### Nice to have
- Claude
- GPT
- n8n
- Zapier
- Make

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Source: [Apply at job-boards.greenhouse.io](https://job-boards.greenhouse.io/setpoint/jobs/5291391007?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)