Company brief · updated 2026-10-19
finny.com · Fintech
Today: AI-powered tools that help advisors find, engage, and retain clients (posting descriptions; the site returned no text)
Roles: Senior Product Manager · Growth Strategist, Enterprise · Senior Account Executive, Enterprise
Requirements mention: enterprise features · Enterprise Customer Success · customer health scoring · enterprise sales · compliance · procurement
Inference: Product, Customer Success and Sales are each hiring for enterprise work. This suggests FINNY is preparing to sell to, onboard and build features for larger enterprise customers. The postings do not name those customers.
Today: AI-powered tools that help advisors find, engage, and retain clients (posting descriptions)
Roles: Senior Product Manager · Senior Product Engineer
Requirements mention: AI workflows · campaign systems · onboarding · full-stack systems · data-heavy systems
Inference: the product roles point to continued work on AI workflows and campaign systems within the existing tools. Neither posting names a new product.
Today: AI-powered tools that help advisors find, engage, and retain clients (posting descriptions)
Roles: Growth Marketing Manager
Requirements mention: SEO · GEO (generative engine optimization) · paid acquisition · CRO
No inference drawn: this rests on one posting. The posting itself says the role builds and owns SEO, GEO and paid acquisition 'on a fresh self-serve foundation'.
Today: AI-powered tools that help advisors find, engage, and retain clients (posting descriptions)
Roles: Growth Strategist · Growth Strategist, Enterprise
Requirements mention: onboarding and supporting customers · live trainings · workshops · customer health scoring
Inference: Customer Success is adding people to onboard and train customers, with one of the two roles dedicated to enterprise accounts. The postings do not show the current team size.
Today: AI-powered tools that help advisors find, engage, and retain clients (posting descriptions)
Roles: Senior Account Executive, Enterprise · Account Executive
Requirements mention: full sales cycle · fintech sales · full-cycle B2B SaaS · MEDDIC · product demos
Inference: FINNY is adding one senior enterprise seller and one mid-level full-cycle seller. The postings do not show whether there is an existing sales team or how large it is.
| Department | Open |
|---|---|
| Engineering | 2 |
| Customer Success | 2 |
| Account Executive | 2 |
| Product | 1 |
| Marketing | 1 |
| People | 1 |
Eight open roles, all in New York City and none remote: two Customer Success, two Account Executive, and one each in Product, Marketing, People and Engineering, with enterprise work showing up in Product, Customer Success and Sales.
Seniority: Three senior, four mid-level and one manager role.
Skills named most: CRM tools, customer engagement platforms, HubSpot, Attio, B2B SaaS, fintech sales, forecasting, CRM hygiene, SEO, paid acquisition, Python (FastAPI), Typescript (React)
Locations: All eight roles are listed as New York City. None are remote.
If you're applying: All eight roles are in New York City and none are remote, so plan to be on site. Enterprise experience counts in Product, Customer Success and Sales. Wealth management, fintech or marketing tech backgrounds are listed for the enterprise Growth Strategist role. Sales roles name MEDDIC, Challenger and tools such as Attio, HubSpot and Outreach.io, so say which of these you have used.
If you're selling or recruiting: Eight open roles, hiring at a steady pace, concentrated in Customer Success and Account Executive (two each). The clearest thread is enterprise: an enterprise PM scope, an enterprise Growth Strategist and a Senior Enterprise AE. That makes enterprise sales, enterprise onboarding and fintech or wealth management talent the most relevant topics for a call. All roles are New York City only; do not pitch remote candidates. The company site returned no text, so confirm the product positioning directly.
| Title | Department | Location | Posted |
|---|---|---|---|
| Senior Analytics Engineer | Engineering | New York City | 2026-10-22 |
| Senior Product Manager | Product | New York City | 2026-10-02 |
| Growth Strategist, Enterprise | Customer Success | New York City | 2026-09-14 |
| Growth Marketing Manager | Marketing | New York City | 2026-07-21 |
| Executive Assistant to the Founders | People | New York City | 2026-06-25 |
| Growth Strategist | Customer Success | New York City | 2026-06-10 |
| Senior Account Executive, Enterprise | Account Executive | New York City | 2026-06-03 |
| Account Executive | Account Executive | New York City | 2026-03-30 |
| Senior Product Engineer | Engineering | New York City | 2026-03-19 |