Jobs at FinQuery

Serve as primary customer contact to drive adoption, satisfaction, retention, and expansion. Manage onboarding, health metrics, renewals, upsells, de-escalations, success plans, and voice-of-customer feedback while collaborating with sales, implementation, and product teams.

Own revenue forecasting, pipeline analytics, and SaaS top-line metrics. Build financial models, dashboards, and cohort analyses. Partner with Sales, Marketing, Customer Success, and leadership to inform GTM strategy and executive reporting.

Conduct outbound prospecting (cold calls, email, LinkedIn) to generate qualified meetings and pipeline for Account Executives. Research prospects, identify pain points, set meetings with decision-makers, hit activity and quota KPIs, and progress through a structured SDR training and promotion path toward AE or partner roles.

Perform outbound prospecting (cold calls, email, LinkedIn) to generate qualified leads, research prospects, uncover pain points, set meetings for Account Executives, meet activity metrics and quota, and participate in SDR training and coaching.

Lead technical vision and architecture for product lines, design and deliver enterprise-scale systems, mentor engineers, drive AI-augmented development practices, own architectural decisions, improve quality/testing/observability, contribute code, and lead post-acquisition technical integrations.

Serve as primary advocate for Managed Service Partners and Resellers to drive adoption, retention, and channel growth. Lead onboarding, enablement, executive relationship management, renewals, joint business plans, issue resolution, and partner feedback to inform product and program roadmaps. Use analytics and CRM to monitor partner health and identify expansion opportunities.

The Senior Software Engineer at FinQuery will develop full-stack features, design microservices, and manage AI-driven development for financial software solutions.

Drive revenue expansion within FinQuery's existing global customer base by identifying, pitching, and closing high-value upsell and cross-sell opportunities. Lead complex negotiations, design multi-product expansion roadmaps, deliver executive-level presentations and demos, and partner cross-functionally with Customer Success, Product, and Marketing to execute strategic expansion initiatives.

Join FinQuery as a Database Engineer or Administrator, focusing on PostgreSQL on AWS, schema design, query tuning, and AI integration while collaborating with teams to optimize database performance and efficiency.

Lead FP&A reporting, forecasting, and financial modeling for a SaaS business. Build dashboards, analyze SaaS metrics, drive variance and customer analyses, partner cross-functionally on pricing, compensation, and investor reporting, and integrate AI-enabled tools to improve financial workflows.

Manage assigned SaaS customers through onboarding, relationship management, renewals, and expansion. Drive adoption, monitor health metrics, identify upsell opportunities, collect customer feedback to influence product roadmap, and resolve escalations while maintaining accurate CRM records.

The Product Engineer at FinQuery drives product strategy, translates financial standards into software, and develops production-grade code, enhancing product features and user experience.

As a Lead Product Engineer, you'll drive platform strategy, orchestrate AI workflows, design interoperability, and collaborate with engineering on product specifications and system architecture.