Growth Strategist

About FINNY FINNY is a growth platform for financial advisors. We are on a mission to make great financial advice easier to find. Today, access to quality financial guidance is limited, not because advisors don’t exist, but because the right connections are hard to make when it matters. We’re fixing that with AI-powered tools that help advisors find, engage, and retain the clients they can genuinely help. We've raised a $4.5M Seed from Y-Combinator in S24 and now $17M Series A led by Venrock. We work with over 1,000 firms across the wealth management ecosystem, and have been recognized as the leader in fintech innovation—winning #1 at the Morningstar Fintech Showcase, #1 at 2025 Wealthies, and being featured across the industry. We’re based in Chelsea, NYC, building fast and ambitious systems at the intersection of data, AI, and real-world wealth services. About the Team The Partner Experience team at FINNY owns key relationships, driving adoption, shaping customer experience, and building the playbooks that will scale our platform across thousands of advisors. As a member of FINNY’s PE team, you’ll work cross-functionally with product, design, sales, and engineering to ensure advisors succeed on the platform. You’ll translate customer insights into product improvements, guide advisors in building repeatable prospecting systems, and help FINNY deliver an exceptional experi [... source excerpt omitted ...] ry point of contact for advisors, ensuring they achieve meaningful outcomes on FINNY. Lead onboarding and training. Deliver structured onboarding, run training sessions, and help customers build their first campaigns and workflows. Drive adoption: Guide customers in building sustainable prospecting rhythms, defining their ICP, refining their messaging, and adopting multi-channel outreach. Run weekly office hours: Provide hands-on support, troubleshoot campaigns, and help advisors work through real examples in real time. Partner with product: Surface customer insights, identify friction points, and collaborate closely with product/design to shape improvements. Create and opti [... source excerpt omitted ...] check-ins, and expansion motions. Track and manage customer health: Monitor usage, engagement, campaign quality, and retention indicators to proactively address risks. Champion customer outcomes: Help advisors get meaningful results over time, not just learn the platform, but use it to build systems they can rely on. What We're Looking For 4+ years of Customer Success or related client-facing experience in SaaS Experience onboarding and supporting 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 p