---
title: 'GTM Engineer at Endex'
canonical: 'https://feeny.ai/job/gtm-engineer-endex-new-york-900n6rky46e4'
type: 'job'
last_seen: '2026-09-08'
---

# GTM Engineer at Endex

- **Company:** Endex
- **Location:** New York, NY
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-03-17
- **Last confirmed live:** 2026-09-08
- **Apply:** https://jobs.ashbyhq.com/endex/6296f647-14a7-4d63-aae6-337cc55c50ca

## Job description

## Who We Are

Over the next few years, every financial institution will have teams of AI analysts working alongside their sharpest minds. At Endex, we're on a mission to bridge the present to the inevitable by building the most sophisticated digital coworker. We're a team working on the frontier of agentic development and applied finance, in close collaboration with leading research labs and backed by OpenAI ($14M Raise in Aug. 2025).

With significant demand after our launch, financial firms across the country recognize agentic AI in financial modeling is the future.

## About the Role

Location: New York City Commitment: 5-6 Days In-Person

GTM Engineers at Endex own the systems that turn pipeline into revenue. This is a hybrid builder role where you'll design, implement, and optimize the automated infrastructure behind our outbound, inbound, and partner motions. You'll work directly with the CEO and GTM team to architect repeatable revenue systems targeting private equity, investment banking, hedge funds, and corporate finance buyers.

## Your Key Responsibilities

- Build & Own Revenue Infrastructure: Design and maintain outbound and inbound pipeline systems using Clay, HubSpot, and automation tooling
- Optimize the Funnel: Analyze conversion data across the pipeline to identify drop-offs, test hypotheses, and implement fixes that measurably improve reply rates, qualification, and deal velocity.
- Automate Outbound Campaigns: Build targeted, data-enriched outbound motions aimed at senior finance professionals. Research accounts, enrich contacts, write personalized messaging frameworks, and iterate based on performance.
- Strengthen Inbound Processing: Develop systems to qualify, prioritize, and route inbound leads so the sales team spends time on the highest-value conversations.
- Integrate Data Sources: Connect product usage signals, CRM data, and third-party enrichment tools to give the GTM team a unified, actionable view of prospects and customers.
- Experiment and Iterate: Run structured tests on targeting, messaging, channels, and timing. Document results, build feedback loops, and scale what works.
- Support GTM Strategy: Collaborate with the CEO and broader team on market expansion, vertical prioritization, and channel partner enablement with data-driven insights.

## What We're Looking For

- Builder Mentality: You've stood up outbound or inbound systems from scratch using tools like Clay, HubSpot, Zapier, n8n, or similar platforms.
- Commercial Instinct: Every workflow you build ties back to a revenue outcome.
- Technical Fluency: You're comfortable with APIs, data enrichment, light scripting (Python, SQL, or similar), and connecting systems together
- Analytical Rigor: You dig into funnel data, spot patterns others miss, and translate findings into concrete next steps.
- Curiosity & Adaptability: You teach yourself new tools fast and stay on top of what's emerging in the GTM tooling ecosystem.
- Comfort with Ambiguity: You can take an undefined problem, break it into components, and figure out how to tackle it.
- Strong Communication: You can explain a complex workflow to an SDR and present funnel analysis to the CEO with equal clarity.

Nice to Haves

- Background in sales ops, rev ops, marketing ops, or a growth-oriented GTM role
- Familiarity with financial services buyers or enterprise sales cycles
- Early-stage startup experience where you built GTM infrastructure

Full-Time Benefits

- Health & Dental Insurance
- Monthly Wellness Stipend
- Retirement Benefits — 401K Matching
- Competitive Salary + Equity

## About Endex

## Company Overview
- **One-liner**: Endex is an Excel-native AI Agent that accelerates financial modeling and data analysis for investment professionals.
- **Entity Type**: Private (Venture-backed; $14M led by OpenAI Startup Fund)
- **Headquarters**: New York City, New York, United States
- **Founded**: 2022
- **Founders**: Tarun Amasa (CEO) and Pratham Soni (Chief Research Officer)

## Core Business
- **Primary industries**: AI-powered financial analysis / Financial technology
- **Target customers**: B2B – enterprise finance teams at investment banks, hedge funds, private equity firms (clients include Fortune 5 companies, $100B+ AUM firms, and top global investment banks)
- **Mission/purpose**: “AI Built for Excel” – to accelerate and automate the work of financial analysts by bringing advanced AI directly into the spreadsheet environment.

## Products & Services
- **Endex AI Agent**: A native Excel add-in that enables users to perform financial modeling, data analysis, deep research, and report generation using natural language. Key capabilities include:
  - **Trace References**: AI-labeled tracing of cell references across complex workbooks.
  - **Deep Research Integration**: Native access to OpenAI Deep Research with contextual understanding of the workbook and verified sources.
  - **Memories**: Remembers user preferences for style and recurring workflows.
  - **LLM Integrations**: Deeply integrated with major model providers (OpenAI GPT-4o, o1, o3-mini) with zero data retention agreements.
  - **PDF to Table Conversion**: Eliminates manual data entry from financial statements, pitch decks, and research reports.
  - **Formatting Shortcuts**: Apply consistent formatting instantly with customizable keyboard shortcuts.
  - **Firm Templates**: Create repeatable templates that autocomplete with new input data.
  - **Undo Changes**: One-click revert of unwanted changes.

## Market Standing
- **Valuation**: Not publicly disclosed
- **Key Metric**: Total funding – $14M (venture round closed August 2025)
- **Notable Investors/Partners**:
  - Lead investor: OpenAI Startup Fund
  - Partners: Wall Street Prep, Columbia Business School
- **Growth Signals**:
  - Headcount grew 68.8% YoY (from ~11 to 20 employees)
  - LinkedIn followers grew 122.1% in the past year
  - Expanding presence: offices in NYC (HQ), with team members in Israel, Canada, and Brazil
  - Adoption by top-tier financial institutions (Fortune 5, hedge funds, private equity firms)
  - Featured in OpenAI case study as a model partner for building autonomous financial analysts

## Competitive Advantages
- **Excel-native**: Works directly inside Excel – no need to switch applications or learn new interfaces.
- **Finance-specific LLMs**: Custom-built models trained to understand financial documents, accounting methods, and complex charts.
- **Auditable outputs**: Every AI output includes integrated citations and attribution to underlying sources, allowing analysts to trace conclusions.
- **Deep OpenAI integration**: Uses OpenAI’s o1 and o3-mini reasoning models, achieving 70% preference over non-reasoning models in blind tests and enabling multi-step financial reasoning.
- **Enterprise-grade security**: AES-256 encryption in transit and at rest, TLS 1.2/1.3, SOC 2, ISO, CCPA, and GDPR compliant.

## Strategic Focus
- Scaling autonomous analyst capabilities to handle increasingly complex financial tasks (e.g., IC memo preparation, data room due diligence, precedent transaction analysis).
- Expanding customer base among financial firms and refining AI agents to act as true “co-workers” for investment teams.
- Continuing close collaboration with OpenAI to push the boundaries of vertical-specific AI for finance.

## Why Work Here
- **Culture**: Fast-moving AI startup backed by OpenAI, working on cutting-edge reasoning models applied to a high-stakes domain. Team is small (~20 people) with a technical majority (37% of headcount in engineering/research).
- **Remote/Hybrid**: Offices in New York City (HQ) and team members across Israel, Canada, and Brazil – likely flexible work arrangements.
- **Notable perks/engineering culture**:
  - Direct access to OpenAI’s latest models and research collaboration.
  - Opportunity to solve hard problems in financial AI (multimodal analysis, agentic workflows, reinforcement fine-tuning).
  - Emphasis on continuous evaluation and improvement – the team tracks metrics like response latency and reasoning depth.
  - Recent hires from top firms (Jump Trading, Two Sigma, Shopify) and university partnerships (Columbia Business School).

## Sources
1. [endex.ai](https://endex.ai/)
2. [linkedin.com/company/endexai](https://www.linkedin.com/company/endexai)
3. [openai.com/index/endex](https://openai.com/index/endex/)
4. [tracxn.com](https://tracxn.com/d/companies/endex/__1yPXQtxYejdoTb241G65VMwfNLRug0vfLus7qJxeNvo)

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