{"id":799852,"url":"https://alion.io/job/finny-growth-strategist","title":"Growth Strategist","company":{"id":674180,"name":"FINNY","domain":"finny.com","url":"https://alion.io/company/finny","size_band":null,"is_staffing_agency":false,"is_intermediary":false,"listed_via":null,"ats_vendor":"Ashby","truth_index":{"grade":"B","score":75,"open_postings":4,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-09-24T05:45:00Z"}},"role":"Sales","role_family":"Sales","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":130000,"max":150000,"currency":"USD","period":"year","gross":null,"usd_annual":150000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-06-10T18:48:27Z","employer_posted_date":"2026-06-10","last_verified_at":"2026-09-25T01:19:51Z","board_verified":true,"closed_at":null,"days_open":106,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":105},"description":"About FINNY\nFINNY 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.\nWe'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.\nWe’re based in Chelsea, NYC, building fast and ambitious systems at the intersection of data, AI, and real-world wealth services.\nAbout the Team\nThe 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 experience at scale.\nWhat You'll Do\nWin customer relationships: Serve as the primary point of contact for advisors, ensuring they achieve meaningful outcomes on FINNY.\n\nLead onboarding and training. Deliver structured onboarding, run training sessions, and help customers build their first campaigns and workflows.\n\nDrive adoption: Guide customers in building sustainable prospecting rhythms, defining their ICP, refining their messaging, and adopting multi-channel outreach.\n\nRun weekly office hours: Provide hands-on support, troubleshoot campaigns, and help advisors work through real examples in real time.\n\nPartner with product: Surface customer insights, identify friction points, and collaborate closely with product/design to shape improvements.\n\nCreate and optimize playbooks: Build repeatable processes for customers including onboarding flows, adoption strategies, usage check-ins, and expansion motions.\n\nTrack and manage customer health: Monitor usage, engagement, campaign quality, and retention indicators to proactively address risks.\n\nChampion customer outcomes: Help advisors get meaningful results over time, not just learn the platform, but use it to build systems they can rely on.\n\nWhat We're Looking For\n4+ years of Customer Success or related client-facing experience in SaaS\n\nExperience onboarding and supporting customers in a fast-growing startup\n\nStrong communication skills with the ability to coach, guide, and motivate customers\n\nComfortable facilitating office hours, live trainings, workshops, and structured walkthroughs\n\nExperience partnering with product teams and influencing roadmap\n\nTech savvy; eager to learn new technologies and keep up with our every-changing product\n\nStrong problem-solving ability; thrives in ambiguity and builds structure from scratch\n\nHigh ownership mindset-holds themselves accountable for customer outcomes\n\nExperience in fintech, wealth management, or marketing tech\n\nBackground in consulting, finance, or operations\n\nComfortable working with customers with various degrees of technology, prospecting, and marketing experience\n\nAbility to build documentation, training programs, and internal processes\n\nFamiliarity with CRM tools, customer health scoring, or customer engagement platforms\n\nYou elevate everyone around you with clear communication and strong organizational habits\n\nYou enjoy wearing multiple hats and stepping into areas outside your job description when needed\n\nYou are energized by customer interaction and internal collaboration in equal measure\n\nYou iterate quickly, gather feedback often, and move fast without sacrificing quality\n\nCompensation & Benefits\nFINNY offers a competitive compensation package including:\nCompetitive salary and equity\n\nMedical, dental, and vision insurance\n\nFlexible paid time off\n\n401(k)\n\nFood and meals provided in our NYC office\n\nTeam offsites and events\n\nEqual Opportunity Employer\nFINNY is an equal opportunity employer. We are committed to diversity and inclusion in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.","description_format":"text","description_chars":4548,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Equity","Vision insurance"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Artificial Intelligence","Cybersecurity","Financial Services"],"lifecycle":[{"event":"open","at":"2026-09-12T07:11:52Z"}],"liveness":{"score":7,"band":"cold","label":"Long shot","p_open":1,"p_active":0.237,"p_room":0.28,"age_days":105,"expected_fill_days":20,"reasons":["conf:0","win:tail","crowd:"],"computed_at":"2026-09-24T05:45:00Z"},"pay":{"stated_usd_annual":150000,"is_top_pay":true},"html_url":"https://alion.io/job/finny-growth-strategist","json_url":"https://alion.io/job/finny-growth-strategist.json","meta":{"generated_at":"2026-09-25T04:24:03Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","usage":{"tier":"crawler","counted_by":"address","units_charged":1,"used_today":4723,"day_limit":5000,"remaining_today":277,"minute_limit":60,"resets_at":"2026-09-26T00:00:00Z"}}}