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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.

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.

Provide high-touch administrative and office management support to three co-founders: manage calendars and complex travel, run day-to-day office operations, coordinate meetings, serve as vendor and facilities contact, anticipate founder needs, and support special projects and company initiatives.

As a Senior Product Engineer at FINNY, you will own product development, collaborate closely with Product and Design, and lead full-stack development of features that enhance user experience.

Serve as primary advisor contact to drive onboarding, adoption, and retention. Run trainings, office hours, and build playbooks; partner with product to surface insights and track customer health to ensure measurable advisor outcomes.

As an Account Executive at FINNY, you will manage the entire sales cycle, collaborate with BDRs, deliver product demos, and meet revenue targets while maintaining CRM hygiene.