We've built an AI platform for finance and investment professionals that integrates with critical applications to create a unified intelligence layer. Our platform serves as the central nervous system for financial organizations, connecting disparate systems and workflows through a sophisticated AI layer.
Our tech empowers financial professionals to achieve unprecedented efficiency through AI agents and automation workflows, fundamentally transforming how financial organizations operate today. We've solved some of the most complex problems applying AI to finance - precision and accuracy, which are non-negotiable in this industry.
We're a seed-stage company funded by Madrona Venture Group. We work with some of the world's largest asset managers. We are a small team with deep expertise in finance and technology. Our team brings decades of financial industry experience and has previously built fintech companies acquired by Nasdaq and ADP.
The Role
As our first go-to-market hire, this is a rare opportunity to shape the future of our sales function from the ground up. You'll be responsible for building our top-of-funnel and creating a predictable flow of qualified opportunities.
This is an ideal role for someone who wants to grow into a full-cycle AE or sales leadership position over time. You'll work directly with our founder/CEO to help establish our sales processes and contribute meaningfully to our broader go-to-market strategy — with high visibility, autonomy, and a clear path for advancement as the company scales.
You'll design and execute multi-channel outbound strategies to reach key decision-makers at allocators, asset owners, and wealth managers. Your mission is to identify, research, and engage investment, operations and technology leaders at target organizations including CIO, CTO and COO. You'll build creative approaches to connect with prospects through industry events, conferences, and networking opportunities.
You'll also collaborate on content strategy initiatives including LinkedIn presence, blog content, and newsletter development to build awareness and generate inbound interest. Working directly with the founder, you'll help establish our sales processes and contribute to shaping our go-to-market approach.
What We're Looking For
Experience:
Proven track record in outbound prospecting and pipeline generation
Experience with multi-channel outbound strategies (email, LinkedIn, phone, personalized outreach)
Ability to engage C-level executives and senior decision-makers
Strong research skills and ability to craft compelling, personalized messaging
Nice-to-Have:
Previous experience selling to or working with financial institutions
Understanding of institutional investment processes and industry pain points
Experience identifying and leveraging industry events and conferences
Background working with allocators, asset owners, and wealth managers specifically
While financial services experience is strongly preferred, we're open to exceptional BDR candidates who demonstrate strong learning ability and genuine interest in the finance and investment world.
What We Offer
Competitive salary with fully covered health benefits (including dental and vision)
Above-market equity
Opportunity to transform how finance and knowledge work is done with AI
Key role in building our sales engine from the ground up
Close collaboration with founders and leadership team
Opportunity to grow and lead sales within the organization as we scale
You'll be joining our small and talent-dense team. This is an opportunity to define the next generation of financial systems with AI and shape the future of knowledge work.
Apply: careers@finpilot.ai