Implementation & client success
AI Solutions Specialist, Client Success
You’ll be the solutions partner for the investment teams we work with, from their first trial through implementation and long after they go live.
- Location
- Seattle, Washington
- Apply
- careers@finpilot.ai
About Finpilot
Finpilot is the AI-native operating system for institutional capital.
Our customers decide where the long-term capital of the economy goes. They are the investment offices behind universities and governments, public pensions and foundations, hospital systems and insurers, families and asset managers, each managing tens to hundreds of billions of dollars. This is the capital that pays for research, medicine and retirement.
Those teams still work across five systems built before AI, with a person in the middle moving information between them by hand. The people trusted with these decisions spend most of their week assembling information instead of judging it.
We are rebuilding that from the ground up. Finpilot unifies every system and every document an investment office holds into a single shared brain, then runs AI agents on top of it. The agents do the work: the research, the analysis, the diligence, and the ongoing watch on every manager and every position. They run continuously in the background, at a depth no team could staff for, and bring people in for the decisions.
Human intelligence where it counts. AI agents everywhere else.
Some of the largest and most respected pools of capital in the country run on Finpilot today, and several have made it the core platform for their office. This is an industry that changes its software about once a generation, and it is changing now.
Finpilot is a Series A company backed by Madrona Venture Group and Lobby Capital. We are a small team with deep expertise in finance and technology. We bring decades of financial industry experience and have previously built fintech companies acquired by Nasdaq and ADP. For three years we have focused on the hardest part of applying AI to this industry: precision and accuracy, because the numbers we produce end up in front of investment committees.
The role
You’ll be the solutions partner for the investment teams we work with, from their first trial through implementation and long after they go live. You’ll work alongside CIOs, investment directors, portfolio managers and operations leads at some of the most sophisticated institutions in the country.
Part of the job is supporting clients day to day: answering questions, resolving issues and clearing anything that blocks their work. The larger part is helping them apply AI to how they work. You’ll learn how each office operates, identify the workflows that take up their team’s time, and design ways to automate and streamline them using Finpilot’s agents, workflows, integrations and templates. Many of these problems don’t have a standard answer, so you’ll work through them with the client and come up with new approaches.
The role combines client success, implementation and solutions architecture.
What you’ll do
- Run trials and implementations, from setup through go-live
- Support clients on an ongoing basis: answer questions, resolve issues and remove blockers
- Work with client teams to find workflows that can be automated or improved with AI
- Design and build solutions for those workflows, including agents, templates and data integrations
- Train client teams on Finpilot and on the new workflows you build with them
- Share what you learn with our product and engineering teams
What we’re looking for
- Client-facing experience in a technical role, such as solutions architecture, implementation, solutions engineering or customer success
- Hands-on experience building with AI tools, agents, automation, no-code tools or scripts. You don’t need to be an engineer.
- Experience at a startup or another fast-moving company
- A background in institutional finance is a plus but not required. We’ll teach you how investment offices work.
What Finpilot offers
- Fully covered health benefits (medical, dental, and vision)
- Direct collaboration with founders and leadership from day one
- Real ownership over how AI implementation takes shape at Finpilot as we scale
- A front-row seat to how the most sophisticated institutions in finance adopt AI
- A small, talent-dense team where your work has immediate and visible impact
This is an opportunity to work at the intersection of institutional finance and frontier AI, at the moment an entire industry is changing its software. If you want to be the person clients trust most as they bring AI into their investment office, we’d like to talk.
Apply for this role.AI Solutions Specialist, Client Success
Email your résumé or a note about your work to careers@finpilot.ai.
Apply for this role