GTM Associate

We’re looking for a GTM professional who combines financial industry knowledge with sales, customer success, and product instincts. In this role, you’ll help drive adoption, close deals, shape product direction, and build lasting client relationships at the forefront of AI in finance.

What You’ll Do

• Engage directly with bankers, investors, and financial professionals to understand workflow challenges and demonstrate the value of our solutions.

• Partner with operations and engineering teams during pilot programs, ensuring smooth transitions into long-term contracts.

• Lead post-sales efforts to ensure successful deployment, customer satisfaction, and long-term growth/renewals.

• Develop demos, collateral, and sales tools that enable a scalable, repeatable GTM process.

• Act as the voice of the customer—bringing insights to product and engineering to help shape roadmap and strategy.

• Research market trends, customers, and competitors to strengthen positioning and drive strategy.

Why This Role

• Shape the future of AI in financial analysis—work on products that transform how investment firms operate.

• Be part of a small, high-impact team where your contributions directly influence product, GTM strategy, and company growth.

• Blend finance expertise with cutting-edge AI technology in a role that spans sales, strategy, and product.