Location: Based in Ottawa, ON, Canada (hybrid).

GTM AI Specialist

About Remitian

Remitian is an AI-first cross-border tax payment platform. We help accounting firms get their international clients paid up on US tax, even when those clients have no US bank account.

Our customer lifecycle runs across many systems: CRM, project tracking, product data, support and partner integrations, much of it headless with no single screen tying it together. This role builds the AI and automation layer that makes that lifecycle feel like one experience for firms, taxpayers, partners and our own team.

The role

The GTM AI Specialist designs, builds and runs the AI agents, automations and data syncs behind our go-to-market motion. You own three workstreams and the connective tissue between them: GTM AI, RevOps automation and support bots.

Role details

Reports to: Head of Customer Experience

Works with: Sales, Partnerships, Marketing, Customer Success, Support, Product, Engineering

Systems: HubSpot, ClickUp, Slack, Fellow.ai, help desk and chat, product data, partner APIs, Claude and other LLM tools

Primary outcomes: One synced customer record, less manual work for every GTM team, faster answers for customers

What you'll do

GTM AI

- Build AI agents and workflows that research accounts, enrich records, draft outreach and prep reps and CSMs for calls.

- Turn call notes, emails and product signals into account health, risk and expansion alerts.

- Package repeatable GTM work into reusable AI skills and playbooks the team can run on demand.

RevOps

- Own CRM hygiene, lifecycle stages, routing and handoffs from sales to onboarding to CS.

- Keep HubSpot and ClickUp in two-way sync so pipeline,



onboarding and account work live in one place.

- Automate reporting on pipeline, activation, TPV and retention so leaders get answers without building spreadsheets.

Support bots

- Design, train and tune AI support agents for firms, taxpayers and partners across chat, email and in-product help.

- Ground bots in our help center and SOPs, and set clear rules for when a bot hands off to a person.

- Review bot conversations weekly and close gaps in content and flows.

One cohesive lifecycle

- Map every customer touchpoint across headless systems, from first contact through remittance and renewal.

- Build the data layer and event syncs so each system sees the same customer, stage and history.

- Make sure a firm, taxpayer or partner gets a consistent experience whether they talk to a person, a bot or an automated message.

- Set guardrails for data privacy, accuracy and compliance in every AI workflow that touches payments or tax data.

What you bring

- 4+ years in RevOps, GTM operations, marketing ops or support operations at a B2B SaaS or fintech company.

- Hands-on experience shipping AI agents or LLM workflows in production, including prompt design, retrieval and evaluation.

- Deep HubSpot admin skills: objects, properties, workflows, lifecycle stages and reporting.





- Experience building integrations and syncs with APIs, webhooks and tools like Zapier, Make, n8n or Workato.

- Working SQL and comfort with at least one scripting language such as Python or JavaScript.

- Experience setting up or running an AI support bot or help desk automation.

- Systems thinking: you see the whole customer journey and design data models that hold up as we scale.

- Transparent writing and the ability to explain technical tradeoffs to sales, CS and leadership.

Nice to have

- Experience with ClickUp, Fellow.ai or similar project and meeting tools.

- Background in payments, fintech or tax and accounting software.

- Experience with MCP servers, agent frameworks or Claude-based tooling.

- Experience with a data warehouse or BI tool such as QuickSight.

- Experience as the first ops or AI hire at an early-stage startup.

How we measure success

1. First 30 days: map every lifecycle system, data flow and manual handoff. Deliver a prioritized automation roadmap.

2. First 60 days: HubSpot and ClickUp in two-way sync, lifecycle stages cleaned up, and the first support bot live on top questions.

3. First 90 days: GTM AI workflows in daily use by sales and CS, automated pipeline and retention reporting, and a single customer view across systems.

Ongoing KPIs: hours of manual work removed, bot resolution rate and handoff quality, CRM data accuracy, time from close to onboarding kickoff, and adoption of AI workflows by the GTM team.

Compensation

The salary range is CA$100,000–$130,000 per year, plus a performance-based bonus.

Pay: $100,000.00-$130,000.00 per year

Work Location: Hybrid remote in Ottawa, ON

📌 GTM AI Specialist (Ottawa)
🏢 Remitian
📍 Ottawa