Growth Strategist, Enterprise

FINNY is a growth platform for financial advisors, building AI‑powered tools that help advisors find, engage, and retain the clients they can genuinely help. The company has raised a $4.5M Seed round from Y‑Combinator (S24) and a $17M Series A led by Venrock, works with over 1,000 firms, and has earned top honors at the Morningstar Fintech Showcase and the 2025 Wealthies. FINNY is based in Chelsea, NYC.

About the Team

The Partner Experience (PE) team owns key relationships, drives adoption, shapes the customer experience, and builds the playbooks that will scale the platform across thousands of advisors. Team members work cross‑functionally with product, design, sales, and engineering to ensure advisors succeed on FINNY.

Responsibilities

• Serve as the primary point of contact for Enterprise advisors, ensuring they achieve meaningful outcomes on FINNY.
• Lead onboarding and training of Enterprise clients, delivering structured onboarding, running training sessions, and helping customers build their first campaigns and workflows.
• Guide Enterprise customers in building sustainable prospecting rhythms, defining their ICP, refining messaging, and adopting multi‑channel outreach.
• Run weekly office hours to provide hands‑on support, troubleshoot campaigns, and work through real‑time examples.
• Surface customer insights, identify friction points, and collaborate closely with product/design to shape improvements.
• Create and optimize repeatable playbooks for onboarding flows, adoption strategies, usage check‑ins, and expansion motions.
• Monitor usage, engagement, campaign quality, and retention indicators to proactively address risks.
• Help advisors achieve meaningful results over time, turning platform knowledge into reliable prospecting systems.

Requirements

• 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 a rapidly changing product.
• Strong problem‑solving ability; thrives in ambiguity and builds structure from scratch.
• High ownership mindset—holds themselves accountable for customer outcomes.
• Background in fintech, wealth management, or marketing tech (preferred).
• Experience in consulting, finance, Enterprise SaaS, or operations.
• Ability to work with customers of varying technology, prospecting, and marketing experience.
• Skill in building documentation, training programs, and internal processes.
• Familiarity with CRM tools, customer health scoring, or customer engagement platforms.
• Clear communication and strong organizational habits that elevate teammates.
• Willingness to wear multiple hats and step outside the job description when needed.
• Enthusiasm for customer interaction and internal collaboration in equal measure.
• Ability to iterate quickly, gather feedback often, and move fast without sacrificing quality.

Benefits

• Competitive salary and equity.
• Medical, dental, and vision insurance.
• Flexible paid time off.
• 401(k) retirement plan.
• Food and meals provided in the NYC office.
• Team offsites and events.

Pay

Compensation Range: $130,000 – $150,000