Enterprise Growth & Success Lead

FINNY; New York (NY); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive salary

Equity

Insurance (medical, dental, vision)

Flexible paid time off

401(k)

NYC office meals

Job summary

FINNY, a growth platform for financial advisors, is hiring for Enterprise Customer Success in NYC. You will own onboarding, drive adoption, and build scalable workflows for top advisory firms.

Lead structured trainings, guide ICP messaging, and collaborate with product to reduce friction. You’ll monitor engagement, optimize campaigns, and help clients achieve meaningful results with FINNY’s AI-powered tools.

Qualifications

• 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.

Responsibilities

• Win customer relationships as the primary point of contact for Enterprise advisors.
• Lead onboarding and training of Enterprise Clients with structured sessions.
• Drive adoption by guiding customers in building sustainable prospecting rhythms.
• Run weekly office hours to troubleshoot campaigns and provide hands-on support.
• Partner with product to surface insights and shape improvements.
• Create and optimize playbooks for onboarding flows and adoption strategies.
• Track customer health and address risks proactively.
• Champion customer outcomes and help clients build repeatable systems.

Skills

Enterprise SaaS

Onboarding

Communication

Office hours

Product collaboration

CRM tools

Customer health

Documentation

Tools

CRM platforms

Job description

FINNY, a growth platform for financial advisors, is hiring for Enterprise Customer Success in NYC. You will own onboarding, drive adoption, and build scalable workflows for top advisory firms.

Lead structured trainings, guide ICP messaging, and collaborate with product to reduce friction. You’ll monitor engagement, optimize campaigns, and help clients achieve meaningful results with FINNY’s AI-powered tools.