Teams at FINNY AI

Own major product areas for an AI-powered fintech platform serving financial advisors. Define problems, shape the roadmap, partner with engineering and design, launch and iterate products, and improve customer activation, retention, and campaign performance. The role requires strong ownership, product judgment, customer focus, and comfort operating with ambiguity in a fast-moving startup environment.

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.