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FINNY is an AI-powered growth platform for financial advisors, backed by Y Combinator (S24) and Venrock ($17M Series A). The company helps advisors find, engage, and retain clients through intelligent tools, working with over 1,000 firms across the wealth management ecosystem.
The Partner Experience team owns key customer relationships and drives adoption across the platform. In this role, you'll serve as the primary point of contact for Enterprise advisors, ensuring they achieve meaningful outcomes on FINNY.
Key responsibilities include:
- Win and manage customer relationships with Enterprise advisors
- Lead structured onboarding and training sessions for new Enterprise clients
- Drive adoption by guiding customers in building sustainable prospecting rhythms, defining their ideal customer profile (ICP), refining messaging, and adopting multi-channel outreach
- Run weekly office hours providing hands-on support, campaign troubleshooting, and real-time guidance
- Partner with product and design teams to surface customer insights, identify friction points, and shape product improvements
- Create and optimize repeatable playbooks for onboarding, adoption strategies, usage check-ins, and expansion motions
- Track and manage customer health by monitoring usage, engagement, campaign quality, and retention indicators
- Champion customer outcomes by helping advisors build systems they can rely on, not just learn the platform
You'll work cross-functionally with product, design, sales, and engineering to deliver an exceptional experience at scale, translating customer insights into tangible improvements and building the processes that will scale FINNY across thousands of advisors.
REQUIREMENTS:
- 4+ years of Enterprise Customer Success or related Enterprise client-facing experience in SaaS
- Experience onboarding and supporting Enterprise customers in a fast-growing startup
- Strong communication skills with ability to coach, guide, and motivate customers
- Comfortable facilitating office hours, live trainings, workshops, and structured walkthroughs
- Experience partnering with product teams and influencing roadmap
- Tech savvy; eager to learn new technologies and keep up with evolving products
- Strong problem-solving ability; thrives in ambiguity and builds structure from scratch
- High ownership mindset with accountability for customer outcomes
- Preferred: experience in fintech, wealth management, or marketing tech; background in consulting, finance, Enterprise SaaS, or operations
- Comfortable working with customers with varying degrees of technology, prospecting, and marketing experience
- Ability to build documentation, training programs, and internal processes
- Familiarity with CRM tools, customer health scoring, or customer engagement platforms
- Clear communication and strong organizational habits
- Ability to wear multiple hats and step into areas outside job description
- Energized by customer interaction and internal collaboration
- Ability to iterate quickly, gather feedback often, and move fast without sacrificing quality
