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Avantos AI is building an AI-native operating system for financial services, consolidating fragmented data, automating complex processes, and integrating intelligent decision-making into the client lifecycle. The company is backed by Bessemer Ventures and MIT's investment arm, with a founding team from Wharton, MIT, and leading SaaS companies.
You will join the Go-to-Market team as an Account Director, owning the technical and solutions narrative for enterprise financial-institution accounts from first call to signed contract. This is one of the first dedicated solutions hires on the GTM team, with real scope to define the function long term.
In this role, you will own a defined portfolio of enterprise financial-institution accounts (banks, RIAs, wealth managers, insurance firms) and serve as the single technical point of contact for each. You will engage in discovery and qualification conversations early, working directly with the Head of GTM. You will scope and run product demos and POCs tailored to each prospect's onboarding and servicing workflows, partnering with solutions, support, and engineering to clear blockers and turn prospect feedback into product decisions.
You will build the demo/POC process into a repeatable playbook from scratch. You will navigate multi-stakeholder, compliance-heavy buying processes inherent to regulated financial institutions. You will keep pipeline and forecast data current in real time and partner with the partnerships team to advance channel-sourced opportunities.
This role requires technical fluency, strategic thinking, and ownership over the full customer relationship. You will operate without an established playbook or large team, working through real ambiguity.
REQUIREMENTS:
- 7+ years in a strategic advisory, sales engineering, or hybrid technical-partnership role at a B2B SaaS or fintech company, or equivalent experience in technology/management consulting or digital transformation work
- Demonstrated ability to run live product demos and answer technical or integration questions in real time
- Working or delivery experience into financial services, wealth management, or another regulated enterprise industry, or genuine curiosity about the space with a fast learning curve
- Proven track record owning complex enterprise engagements or strategic customer relationships from start to finish
- Experience working directly with and presenting to C-suite stakeholders at major financial institutions
- Ability to communicate technical concepts precisely to both technical and non-technical audiences
- Comfort operating without an established playbook or large team, with real ambiguity to work through
- Strong partnership instincts with ambition to grow into a strategic leadership or team-building role over time
NICE TO HAVE:
- Experience partnering with channel/partnership teams to source and develop opportunities
- Time at an early-stage or AI-native software company
- Fluency in RIA, IBD, or wealth-management operations or technology stacks
