From hello to close, FINNY is the AI growth officer for financial advisors — guiding every step of the way, from building your brand to closing your next client. We've got your growth. Backed by Y Combinator.
About the role
Win customer relationships: Serve as the primary point of contact for advisors, ensuring they achieve meaningful outcomes on FINNY. Lead onboarding and training. Deliver structured onboarding, run training sessions, and help customers build their first campaigns and workflows.
What they're looking for
- 4+ years of Customer Success or related client-facing experience in SaaS
- Experience onboarding and supporting 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
More about this role
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.
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...
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