Teams at FINNY AI

Own enterprise advisor relationships, lead onboarding and training, drive platform adoption, run office hours, monitor customer health, and improve retention. Partner with product and design to surface customer insights and influence the roadmap. Build scalable playbooks, documentation, and processes that help financial advisors create repeatable prospecting systems and achieve meaningful outcomes using FINNY.

The Senior Account Executive leads enterprise sales for FINNY, managing the full sales cycle, developing account strategies, mentoring junior AEs, and contributing to sales playbook development.

Build and own SEO/GEO and paid acquisition (Google, LinkedIn, Meta); run CRO and landing page A/B tests; improve attribution and GA4 tracking; manage paid media budget and ROI; produce and execute a 6-month content roadmap; report KPIs and collaborate cross-functionally with Design, Sales, ProdOps, and Growth Strategy.