Responsibilities

• Market Research & Insight Gathering: Research target markets, industries, and customer segments; Identify new opportunities, competitors, and whitespace; Execute outbound research campaigns to gather qualitative market insights; Engage industry professionals via LinkedIn, email, and phone to understand systems used, pain points, and purchasing drivers
• CRM & Data Excellence: Clean and maintain CRM data for accuracy and usability; Enrich firmographic and contact-level data; Standardize key data fields to support GTM decision making; Prepare outbound segmentation lists and campaign inputs
• GTM Strategy Support: Partner with Sales Ops to improve lead quality and routing; Assist with reporting and campaign tracking; Help synthesize research into actionable recommendations; Support messaging experiments and outbound optimization

Requirements

• Currently pursuing or recently completed a degree in Business, Marketing, Data Science, Economics, or a related field
• Comfort using LinkedIn for research and professional outreach
• Experience with Excel or Google Sheets (sorting, filtering, organizing data)
• Strong written communication skills
• Interest in fintech, AI, or go-to-market strategy
• Ability to meet deadlines and operate effectively in a remote environment
• Minimum 20 hours per week
• At least 10 hours must overlap with core working hours Monday - Friday 9am - 5pm PT

Preferred

• Experience with CRM tools (HubSpot, Salesforce, etc.)
• Exposure to outbound prospecting or market analysis
• Comfort making professional outreach calls
• Prior internship in sales, marketing, consulting, or operations
• Interest in financial wellness or technology-driven products

Benefits

• Exposure to how a Series A fintech builds and scales its revenue engine
• Direct collaboration with Sales Ops, SDR leadership, and cross-functional partners
• Experience working inside modern CRM and outbound infrastructure
• Real ownership over research and data-driven initiatives
• A stronger understanding of fintech, AI applications, and B2B GTM strategy
• Mentorship and guidance on navigating early-career growth in startups
• Remote-first environment
• Perhaps travel opportunities for team meetings when timing aligns (not mandatory)