GTM Operations Lead

Heritage Holding is hiring a GTM AI Engineering Lead to lead go-to-market system implementations across our portfolio companies. The role helps assess each company's GTM at acquisition, standardizes measurement using Heritage's proprietary methodologies, rolls out GTM systems within each business, hires full-time dedicated GTM Engineers in each platform, and keeps improving efforts as results come in. The role reports to Sam Kramer, who leads sourcing and growth, and works directly with Heritage's founding partners, advisory team, and portfolio company executives.

Responsibilities

Implement Heritage's proprietary GTM measurement, attribution, and productivity methodologies across portfolio companies, including financial modeling connecting marketing and sales activity to pipeline, revenue, and customer economics; Stand up and maintain foundational GTM systems, generally using HubSpot as the system of record, including CRM architecture, data models, pipelines, custom properties, forms, workflows, integrations, attribution, and executive reporting; Implement and support inbound and outbound pipeline-generation systems, including targeting, list building and enrichment, sequencing, copy, deliverability, website conversion, email, events, referral programs, and paid media tracking; Ensure GTM activity can be tied back to revenue with trusted reporting; Document and memorialize GTM playbooks, workflows, system configurations, and operating processes; Work with Heritage's operations leaders and portfolio company executives to roll out GTM systems, drive adoption, troubleshoot issues, and improve execution; Help hire, onboard, and support dedicated GTM Engineers within portfolio companies; Propagate proven practices, workflows, automations, and system configurations across portfolio companies; Standardize GTM metrics and reporting across the portfolio; Implement AI agents, automations, and internal tools that reduce or eliminate manual work across sales and marketing processes; Build and maintain AI-enabled, multi-user workflows for small sales and marketing teams; Maintain working knowledge of emerging GTM tools, AI capabilities, and automation technologies, and implement useful ones

Requirements

At least 5 years of experience in GTM engineering, growth, RevOps, sales operations, marketing operations, or a similarly hands-on commercial systems role; Deep, hands-on experience with HubSpot in production environments, including custom properties, workflows, reporting, integrations, data hygiene, and CRM administration; Experience building attribution and performance reporting across multiple acquisition channels, including major ad platforms such as Google and Meta, and tying activity back to pipeline, revenue, CAC, and ROAS; Experience supporting both inbound and outbound growth motions, including targeting, enrichment, sequencing, deliverability, lead routing, conversion tracking, and lifecycle management; Strong working knowledge of modern GTM tooling such as Clay, Zapier, Make, Dripify/HeyReach, enrichment providers, call-tracking platforms, and related sales and marketing infrastructure; Real experience using LLMs, AI agents, and automation in operational workflows; Strong systems thinking and comfort working with complex, imperfect data; Working knowledge of APIs, webhooks, JSON, and data integrations; Ability to move comfortably between strategy and implementation; Strong analytical and financial instincts, with the ability to understand how GTM activity translates into revenue, margin, customer economics, and business performance; High EQ, high integrity, low ego, and a strong bias for action

Nice to have

Experience in high-growth startups, founder-led businesses, small businesses, or other resource-constrained operating environments; Private equity experience; Experience with SQL, Python, or similar tools