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Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # GTM Systems & AI Manager - **Company:** CHARLES DEAN FINK - **Location:** London, OH, United States - **Experience:** Experienced - **Contract:** Permanent contract - **Skills:** JavaScript (Programming Language), Application Programming Interfaces (APIs), Artificial Intelligence, System Configuration, Data Cleansing, Data Governance, Middleware, JSON, Python (Programming Language), Node.Js, OAuth, Octopus Deploy, Software Deployment, Data Streaming, Systems Integration, Data Logging, Data Processing, Scripting, Agentic-AI, Data Objects, Hubspot, Artificial Intelligence Governance, Restful APIs, Webhooks, Api Management - **Published:** October 25, 2026 - **Apply:** https://www.indeed.com/viewjob?jk=9daf8642e853bc98 ## About the Role You will be an experienced GTM systems or RevOps professional who has already owned a commercial systems estate end to end. You will be comfortable building as well as configuring, and confident explaining what AI can and cannot do to a commercial audience., * 4+ years' experience in GTM Systems, Revenue Operations, Sales Ops or Marketing Ops. * Hands-on CRM administration and build experience in HubSpot, ideally in a scale-up or evolving GTM environment. * Proven experience building and supporting custom HubSpot API integrations and data syncs in production, not just configuring through the HubSpot interface. * Demonstrable experience designing, testing and deploying AI into a commercial workflow and measuring the result. * A strong understanding of the end-to-end revenue journey, from lead to opportunity, customer and repeat business. * The judgement to fix a process before automating it. * The ability to sequence work so that today's build doesn't constrain next year's capability. * Confidence working with both technical and non-technical stakeholders. Experience within an FCA-regulated or other regulated environment would be particularly valuable, although we will consider candidates willing to learn quickly what regulation means for automation and customer communication. Systems & AI Skills & Tools ## Description Charles & Dean is looking for a GTM Systems & AI Manager to own, evolve and optimise our commercial technology stack, and to lead how AI is applied across our revenue function. Reporting to the Head of Revenue Operations, you will own our CRM and the wider set of systems used across sales, marketing and operations, and play a key part in our CRM migration and reimplementation programme. You will work closely with our divisional heads, Operations and Marketing to make sure our systems support how we source, convert, onboard, retain and grow customers. This is a hands-on role, but a senior one. It combines direct system configuration, including building against the HubSpot API, with ownership of how our commercial tools, data and processes connect and scale. You will also be the person we look to on where AI genuinely removes cost, time or error from the revenue engine, and where it doesn't. Strategic Priorities The role will initially focus on: * Supporting the delivery of our CRM migration and reimplementation programme. * Building a GTM systems roadmap with the CRM at its core. * Establishing a clear AI roadmap for the revenue function, covering what is live, what is being tested and what has been ruled out. * Reducing friction across the lead-to-cash journey through system, automation and process improvements. Delivering accurate, trusted reporting on pipeline, conversion, cross-sell and commercial performance. *, * Own the architecture, delivery and evolution of the GTM systems roadmap. * Own day-to-day CRM administration and maintenance, building AI agents and automation to reduce the time it takes. * Ensure our systems reflect real sales motions, divisional differences and customer lifecycle stages. * Own integrations and data flows between the CRM and the wider stack, including document, lender, telephony and marketplace systems. * Design, build and maintain custom integrations using the HubSpot API, with proper authentication, rate-limit handling, error logging and monitoring. * Build and maintain reporting on pipeline, conversion, cross-sell and commercial performance. * Maintain data quality, governance, FCA compliance and GDPR obligations across the commercial stack. * Redesign GTM processes for an AI-enabled operating model, deciding which activities should be automated, AI-assisted or remain human-led. * Identify and prioritise AI use cases against measurable commercial outcomes. * Run proofs of concept with clear success criteria and a defined kill point, then move proven use cases into production. * Evaluate AI capability within existing platforms against standalone tools and in-house builds, and make the buy, build or wait recommendation. * Establish AI guardrails, including acceptable use, human-in-the-loop requirements for regulated customer interactions, data handling and auditability. * Horizon-scan the AI and RevOps tooling market and translate it into clear recommendations for Charles & Dean. * Work with the Head of Revenue Operations to roll out new tools, processes and AI capability, and measure adoption. Measures of Success Success will primarily be measured through: * Successful delivery of the CRM migration and reimplementation. * Accuracy and trust in pipeline and commercial reporting. * Broker capacity released through automation and AI. * Reduced time-to-decision across the customer journey. * Improved lead qualification accuracy. * Reduced data capture and enrichment cost. * Adoption of new systems, tools and AI capability across the revenue team. * Compliance of systems and AI use with FCA and GDPR requirements., * HubSpot - CRM administration, configuration, custom objects, workflows and Operations Hub. * HubSpot API - CRM object and association endpoints, custom objects, webhooks, private apps and custom-coded workflow actions. * Integration and development - REST and JSON, OAuth and private app tokens, webhooks, and a scripting language such as JavaScript/Node.js or Python. Integration tooling - middleware, iPaaS platforms, data enrichment and workflow automation. * AI deployment - designing, testing and moving AI use cases into production against measurable outcomes. * Reporting and data governance - building trusted reporting and maintaining data quality across the commercial stack. * Compliance awareness - understanding how FCA regulation and GDPR apply to automation, data and customer communication. Role Positioning The GTM Systems & AI Manager owns Charles & Dean's commercial systems and leads how AI is applied across the revenue function. You will decide where systems, automation and AI carry the load as the business grows, and help shape how our GTM Systems and AI capability develops. Success will ultimately be judged by a revenue engine that is faster, more accurate and more scalable. Why Charles & Dean? * Private Healthcare through Vitality * Access to Spill Mental Health Support * Access to Octopus Money Financial Advice * Enhanced Sick Pay * Cycle to Work Scheme * Company Pension * Referral Programme * Company Events * Free Parking * 22 days Annual Leave, plus Birthday Day Off and 1 x Wellness Day per Quarter This vacancy applies to either our office in Shoreditch, London or our headquarters in Stamford, Lincolnshire. As we are regulated by the Financial Conduct Authority, you must be comfortable in ensuring you are compliant with all company and regulatory policies and procedures. You must maintain accurate customer records to support our ongoing CRM strategy.