Growth Strategist, Enterprise

About FINNY

FINNY is a growth platform for financial advisors. We are on a mission to make great financial advice easier to find. Today, access to quality financial guidance is limited, not because advisors don’t exist, but because the right connections are hard to make when it matters. We’re fixing that with AI-powered tools that help advisors find, engage, and retain the clients they can genuinely help.

We've raised a $4.5M Seed from Y-Combinator in S24 and now $17M Series A led by Venrock. We work with over 1,000 firms across the wealth management ecosystem, and have been recognized as the leader in fintech innovation—winning #1 at the Morningstar Fintech Showcase, #1 at 2025 Wealthies, and being featured across the industry.

We’re based in Chelsea, NYC, building fast and ambitious systems at the intersection of data, AI, and real-world wealth services.

About the Team

The Partner Experience team at FINNY owns key relationships, driving adoption, shaping customer experience, and building the playbooks that will scale our platform across thousands of advisors. As a member of FINNY’s PE team, you’ll work cross-functionally with product, design, sales, and engineering to ensure advisors succeed on the platform. You’ll translate customer insights into product improvements, guide advisors in building repeatable prospecting systems, and help FINNY deliver an exceptional experience at scale.

What You'll Do

Win customer relationships: Serve as the primary point of contact for Enterprise advisors, ensuring they achieve meaningful outcomes on FINNY.

Lead onboarding and training of Enterprise Clients. Deliver structured onboarding, run training sessions, and help customers build their first campaigns and workflows.

Drive adoption: Guide Enterprise customers in building sustainable prospecting rhythms, defining their ICP, refining their messaging, and adopting multi-channel outreach.

Run weekly office hours: Provide hands-on support, troubleshoot campaigns, and help advisors work through real examples in real time.

Partner with product: Surface customer insights, identify friction points, and collaborate closely with product/design to shape improvements.

Create and optimize playbooks: Build repeatable processes for customers including onboarding flows, adoption strategies, usage check-ins, and expansion motions.

Track and manage customer health: Monitor usage, engagement, campaign quality, and retention indicators to proactively address risks.

Champion customer outcomes: Help advisors get meaningful results over time, not just learn the platform, but use it to build systems they can rely on.

What We're Looking For

4+ years of Enterprise Customer Success or related Enterprise client-facing experience in SaaS

Experience onboarding and supporting Enterprise customers in a fast-growing startup

Strong communication skills with the ability to coach, guide, and motivate customers

Comfortable facilitating office hours, live trainings, workshops, and structured walkthroughs

Experience partnering with product teams and influencing roadmap

Tech savvy; eager to learn new technologies and keep up with our every-changing product

Strong problem-solving ability; thrives in ambiguity and builds structure from scratch

High ownership mindset—holds themselves accountable for customer outcomes

Experience in fintech, wealth management, or marketing tech

Background in consulting, finance, Enterprise SaaS or operations

Comfortable working with customers with various degrees of technology, prospecting, and marketing experience

Ability to build documentation, training programs, and internal processes

Familiarity with CRM tools, customer health scoring, or customer engagement platforms

You elevate everyone around you with clear communication and strong organizational habits

You enjoy wearing multiple hats and stepping into areas outside your job description when needed

You are energized by customer interaction and internal collaboration in equal measure

You iterate quickly, gather feedback often, and move fast without sacrificing quality

Compensation & Benefits

FINNY offers a competitive compensation package including:

Competitive salary and equity

Medical, dental, and vision insurance

Flexible paid time off

401(k)

Food and meals provided in our NYC office

Team offsites and events

Equal Opportunity Employer

FINNY is an equal opportunity employer. We are committed to diversity and inclusion in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.