An AI intake and routing tool that connects CRM?, marketing automation, and internal knowledge systems to resolve GTM? requests without manual triage.
Added Jun 11, 2026
Last signal Jun 11, 2026
Revenue and marketing teams rely on CRM? systems, automation platforms, and internal documentation, but requests for guidance often flow through individuals. That creates bottlenecks, inconsistent answers, and a single point of failure as lifecycle, GTM?, and knowledge operations become more complex.
The product provides a governed intake layer for GTM? systems requests, using an AI agent to classify questions, retrieve trusted documentation, route unresolved issues, and update knowledge workflows. It integrates with Salesforce, HubSpot, marketing automation tools, and internal docs so teams can self-serve guidance for CRM? workflows, lifecycle automations, and revenue platform operations.
Companies are moving from ad-hoc CRM? and lifecycle processes toward always-on automated systems, while internal knowledge needs to become machine-readable and self-maintaining. Hiring for GTM? systems, knowledge architecture, and automation suggests a growing need to operationalize this work through software.
38
82% score confidenceTrend snapshot pending
No matched competitors yet
Showing 1-8 of 8 signals
Architect the Automated Funnel: Lead "Core Lifecycle" workstreams, helping us evolve from ad-hoc, one-off sends to a robust, automated ecosystem. You will personally design, build, instrument, and optimize sophisticated lifecycle automations across onboarding, habituation (M1–M3 retention), reactivation, and high-upside viral referral loops. This is a highly hands-on role requiring deep expertise in CRM and marketing automation platforms to create scalable, "always-on" drivers of MAU and retention.
Experience working with CRM systems or revenue platforms (Salesforce, HubSpot, or similar)
We created Upside to transform brick-and-mortar commerce. Our technology uses the sophistication of online retail—profit measurement, attribution, and incrementality—to provide users with more value on their everyday purchases and brick-and-mortar businesses with new, profitable customers. We’ve helped millions of users earn 2 to 3 times more cashback than any other product, and hundreds of thousands of brick-and-mortar businesses earn measurable profit. Billions of dollars in commerce run through the Upside platform every year, and that value goes directly back to our retailer partners, the consumers they serve, and important sustainability initiatives.
3. Solve the Routing Problem Today, requests for documentation help, knowledge infrastructure, and tool guidance flow to a person. That doesn't scale and it creates a single point of failure. You'll replace that with a system: a well-governed intake pathway, enabled by an AI agent, and self-serve guidance that handles the majority of inbound without a human in the loop.
+6 more signals