Account Executive

FINNY is a growth platform for financial advisors on a mission to make great financial advice easier to find. We’ve raised a $4.5M Seed (Y-Combinator S24) and a $17M Series A led by Venrock, work with over 1,000 firms, and have been recognized as the leader in fintech innovation—winning #1 at the Morningstar Fintech Showcase and the 2025 Wealthies. Based in Chelsea, NYC, we build fast, ambitious systems at the intersection of data, AI, and real-world wealth services.

About the Team

Our Account Executives are true owners of the revenue engine, operating at the front lines of a massive shift in how financial advisors grow their businesses. As an AE, you’ll run the full sales cycle end-to-end—from initial discovery through close—partnering closely with advisors to understand their goals and show how FINNY can meaningfully impact their growth. We’re a lean, high-velocity team, which means you’ll have real autonomy, broad scope, and a direct hand in shaping how we sell, what we prioritize, and how we win.

Responsibilities

• Own the entire sales cycle: discovery, demo, proposal, and close.
• Collaborate with BDRs to qualify and convert high-quality opportunities.
• Deliver tailored product demos and articulate FINNY’s ROI to advisors and firm leaders.
• Exceed monthly and quarterly revenue targets while maintaining precise CRM hygiene.
• Partner with marketing and product to refine messaging and feedback from the field.

Requirements

• 3–5 years of full-cycle B2B SaaS or fintech sales experience with a proven quota record.
• Familiar with high-volume, high-velocity sales (25+ deals / month).
• Excellent presentation and closing skills, especially with senior decision-makers.
• Deep understanding of sales process management and forecasting.
• Proficiency with sales tools (Attio, HubSpot, Outreach.io, LinkedIn Navigator).
• Entrepreneurial, data-driven, and collaborative mindset.

Qualifications

• Experience selling to financial advisors, RIAs, or broker-dealers.
• Familiarity with lead-gen or marketing automation products.
• Startup or early-stage sales experience.

Benefits

• Competitive salary, commission, 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.

Pay

Compensation range: $120K.