Win customer relationships: Serve as the primary point of contact for Enterprise advisors, ensuring they achieve meaningful outcomes on FINNY.
Lead onboarding and training of Enterprise Clients. Deliver structured onboarding, run training sessions, and help customers build their first campaigns and workflows.
Drive adoption: Guide Enterprise 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 optimize playbooks: Build repeatable processes for customers including onboarding flows, adoption strategies, usage 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.
Qualification
Comfortable facilitating office hoursTech savvyStrong problem-solving abilityExperience in fintechBackground in consultingAbility to build documentation
Required
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 the 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 our every-changing product
Strong problem-solving ability; thrives in ambiguity and builds structure from scratch
High ownership mindset—holds themselves accountable for customer outcomes
Experience in fintech, wealth management, or marketing tech
Background in consulting, finance, Enterprise SaaS or operations
Comfortable working with customers with various degrees of technology, prospecting, and marketing experience
Ability to build documentation, training programs, and internal processes
