Careers at FinChat.io

Account Executive, Mid-Market 

Posted March 26, 2024

About FinChat 

FinChat (www.FinChat.io) is a fast growing venture-backed company at the forefront of transforming investment research with AI. 

Join our Sales Team to supercharge our growth working directly under our Founder-Led sales organization. This is a unique opportunity to be part of the Founding sales Team and early to a fast-growing AI company with over 150,000 users and 7 figures of annual recurring revenue.

Two candidates will be chosen to fill the two Account Executive, Mid-Market positions.

Why should you be part of FinChat’s growth story?

• FinChat is on the path of becoming the de-facto AI company for the financial vertical.  This is a chance to be part of something huge, early.  FinChat has grown over 10X in the past 12 months and we’re just getting started.

• Become part of the ownership Team.  You’re getting a piece of the pie.

• Startups are fast paced and dynamic. Every day is a chance to learn something new whether it be diving into marketing initiatives or getting insights into product development.  This is your chance to be a swiss-army knife.

• You’re part of a tight-knit team where everyone is working together with no bureaucracy, just speed and a common goal.  

• FinChat is swimming with the current in an exciting industry where businesses are looking to level up their research process with AI.  Sales people can expect a vibrant pipeline and an in demand product for a fast growing vertical.

About You: 

• Play a crucial role in driving sales efforts, focusing on both outbound sales strategies and capitalizing on warm inbound leads. 

• A self starter - you have that true hunter mentality - grit and passion!

• Strong business acumen, effective time management and organization skills.

• Proven track record of meeting and exceeding quota.

• Having a network within the industrial investor community is a huge plus! 

Requirements:

• 3+ years of software sales experience, full cycle from open to close. 

• History of not just meeting, but exceeding sales quotas and facilitating organizational growth

• Understand sales methodologies and CRM platforms.  

• Experience selling over 6 figure deals. 

Nice to Haves:

• Experience with sales at a Startup.

• Established networks within the financial sector, including fintechs, hedge funds, banks, asset managers, and wealth managers, is essential.

Compensation:

• $80,000 - $100,000 CAD Base Salary

• Healthy commissions of 10% gross bookings and 15% accelerators.

• Equity in our growing company

• Benefits

Location: Hybrid (Toronto, Canada)

Positions: Two available.

No positions open right now that fit your skills? That's OK.

We still want to hear from you.

Please tell us a little bit about yourself and we will be reaching out if you are a good fit.

Often, we are recruiting for our growth story before we have a defined job posting.

In fact, we hire this way all the time. Often a position comes up we need to fill fast, and we will contact you if we like your application.

Apply today!

FinChat is at the forefront of transforming investment research, providing cutting-edge solutions that empower investors with actionable insights.

As our Head of Sales, you will play a pivotal role in driving our growth and shaping the future of financial analysis. This position offers the unique opportunity to lead a dynamic sales team, forge strategic partnerships, and directly contribute to our mission of revolutionizing the investment landscape.

If you are a results-driven professional with a proven track record and a passion for innovation in the financial sector, join us at FinChat. Together, we will set new standards for excellence and lead the industry into a new era.

Job Description: We are on the hunt for a seasoned Head of Sales to take the reins of our enterprise sales initiatives and play a crucial role in propelling us toward substantial growth, aiming for multi-millions in Annual Recurring Revenue (ARR). This role is not just about leading the charge in sales but also about closely collaborating with the CEO to craft and execute a forward-thinking go-to-market strategy. The perfect fit for this position is an individual who embodies the spirit of a "hunter," eager to carve out their own success while nurturing a formidable sales force under their wing.

Key Responsibilities:

1) Lead the sales motion for FinChat Enterprise.

2) Travel to meet with prospects, key customers, partners and industry events.

3) Outbound sales to institutional investors and fintech platforms.

4) In tandem with the CEO, build the systems and Team to scale the sales organization.

5) Lead from the front in the sales process, from prospecting to sealing the deal, showcasing exceptional personal sales prowess.

Requirements:

1) A minimum of 5 years in a sales role with a successful track record in dealing with institutional investors like hedge funds, banks, asset managers, fintechs and wealth managers.

2) A history of not just meeting but exceeding sales quotas and facilitating organizational growth.

3) Leadership qualities that both inspire and drive a sales team towards excellence.

4) A thorough understanding of sales methodologies and CRM platforms.

6) An established network within the financial sector, including fintechs, hedge funds, banks, asset managers, and wealth managers, is essential.

Nice to Haves:

Experience with sales at a Startup.

Location: Remote

Brief Description of the Role:

FinChat, a leading provider of generative AI for finance, is seeking a Full-Stack Developer - API Integrations to join our Development team. 

In this role, you will work directly with our API partners, playing a crucial role in onboarding new customers to our API seamlessly. 

Your expertise will contribute to building generative AI solutions for our customers using our advanced infrastructure.

The candidate will experience working in a unique fast-growing startup at the forefront of technology and finance.

Key Responsibilities:

1. Collaborate with API partners to ensure a smooth onboarding process for new customers.

2. Provide ongoing support to existing customers, addressing queries and concerns related to API integrations.

3. Utilize your software dev skills to guide customers in leveraging our infrastructure for building generative AI models.

4. Work closely with cross-functional teams to enhance and optimize API integrations.

Requirements:

To be successful in this role, the ideal candidate should have:

1. Proficiency in software dev with a focus on API integrations.

2. Experience working with APIs, both in integration and troubleshooting capacities.

3. Strong knowledge of handling structured and unstructured data.

4. Be able to work independently, problem solve and communicate well.

5. Eager to work in in a unique fast-growing startup.

Nice to Haves:

While not required, it would be beneficial for the candidate to have:

1. Software developer consulting experience.

2. Knowledge of finance and investing, understanding the unique challenges and requirements of the industry.

Location: Mostly remote with the occasional in-person work in our co-working space downtown Toronto. (Candidate must be Canada-based)

Job Description:

We are seeking a dynamic, proactive, and versatile Equity Investor, often likened to a "Swiss army knife", ready to tackle a diverse set of challenges in our fast-paced startup environment. As part of our investment research platform's expansion, this role is pivotal for someone with a knack for content creation, growth strategies, forging partnerships, and ensuring customer satisfaction.

The ideal candidate not only possesses a deep understanding of equity investment but is passionate about translating that knowledge into compelling content. The candidate should be a generalist, not a specialist. They should be equipped to wear multiple hats, seamlessly transitioning from content creation to relationship management, to elevate our brand and drive customer engagement.

Key Responsibilities:

1. Researching and creating high-quality content centered around equity investment to engage and educate our platform's audience.

2. Driving growth strategies through marketing initiatives and campaigns.

3. Cultivating and managing strategic partnerships to enhance platform reach and credibility.

4. Leading customer support initiatives to ensure user satisfaction and address concerns promptly.

5. Spearheading customer success strategies to foster long-term relationships and drive platform loyalty.

6. Adapting to varied roles and tasks, embodying the versatility of a Swiss army knife in a dynamic startup setting, providing solutions and fresh ideas on a weekly basis.

Requirements:

1. Strong background in equity investment, with a demonstrable understanding of market trends and dynamics.

2. Exceptional content creation skills, with the ability to break down complex topics into engaging and understandable formats.

3. Proactive and self-motivated, ready to handle multiple roles and exhibit the adaptability of a Swiss army knife in a fast-growing team.

4. Experience or interest in marketing and growth hacking techniques.

5. Excellent interpersonal and communication skills for partnership management and customer relations.

6. Problem-solving mindset with a strong attention to detail.

Nice to Haves:

1. Previous experience in a startup environment.

2. Familiarity with content management systems (CMS) and content marketing tools.

3. Past roles in customer success or support in a similar industry.

4. Knowledge of digital marketing strategies, including SEO, SEM, and social media marketing.

Location: Remote

Job Description:

We are seeking an ambitious, talented Full Stack Engineer who is interested in working on the latest generative AI tools in finance for the FinChat.io team.

This individual will be part of a high-performance team operating at a fast pace and will have the opportunity to work on platforms with over 100,000 users and growing rapidly.

The ideal candidate has experience with TypeScript, React, HTML, CSS, and databases, and is comfortable with Python.

All candidates are expected to have experience or interest in Finance or Investing.

Key Responsibilities:

• Developing and maintaining web applications using TypeScript, React, HTML, and CSS.

• Managing and optimizing databases.

• Collaborating effectively with a small, high-performance team to design and implement new features and improvements.

• Integrating our platforms with various AI tools to drive operational efficiency and user engagement.

• Working in a fast-paced, agile environment where you will have to adapt to new circumstances and solve problems quickly.

Requirements:

• Motivated to work on a small fast growing team remotely.

• Interest in finance and/or investments.

• Demonstrated experience with TypeScript, React, HTML, CSS.

• Hands-on experience with databases such as relational, NoSQL, and vector.

• Comfortable working with Python.

• Proven interest in generative AI tools.

• Ability to work well in a team and independently.

• Strong problem-solving skills and attention to detail.

Nice to Haves:

• Experience working in a tech startup environment.

• Experience with Next JS, Tailwind, Mantine, Cloudflare Workers.

• Experience with AWS, Google Cloud Platform, or similar cloud providers.

Location: Remote