Finley Director of Sales Tenafly, NJ · Full time Company website

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Finley (the core product of Financial Wellness Labs) is the personal financial intelligence layer — an embeddable platform that gives any company the ability to offer their users a genuinely smart, proactive, personalized financial experience, under their brand, within their product. We combine proprietary ML and algorithmic models, a conversational AI interface, real-time data aggregation, and a benefits surfacing engine into a single platform that partners deploy as a white-label widget, API, or MCP server.

The Role

Finley is looking for a senior enterprise sales leader to own and scale our largest, most strategic partnerships — the platforms that touch how millions of Americans earn, spend, save, and plan for their financial futures. This is a builder's role: you will define the enterprise go-to-market motion, close transformative platform deals, and help shape how Finley shows up inside banks, payroll providers, retirement record keepers, benefits platforms, and HR technology companies.

You will work directly with our founding team and report into the CEO, with significant influence over pricing strategy, partnership structure, and the long-term direction of our enterprise business.

This role is for someone who has sold complex, technical, platform-level solutions into large enterprises before — someone who is comfortable in a room with a CTO, a Chief Strategy Officer, and a Chief Product Officer in the same meeting, and who knows how to translate a sophisticated intelligence platform into a business outcome each of them cares about.

What You'll Do

• Own the full enterprise sales cycle for Finley's embedded intelligence platform, from initial outreach through contract negotiation and close, across banks, payroll providers, retirement record keepers, benefits administrators, and HR technology platforms. (Team will expand over time with dedicated leaders for each market segment)
• Build and manage a pipeline of strategic, platform-level partnerships capable of reaching millions of end users through a single signed agreement.
• Develop and refine Finley's enterprise pricing and packaging strategy, including token-based, PEPM, and revenue-share models, in partnership with product and finance leadership.
• Lead complex, multi-stakeholder deal structuring — including pilot design, success metrics, data governance discussions, and long-term commercial terms.
• Act as the primary relationship owner for marquee enterprise accounts, ensuring strong post-sale expansion and renewal outcomes in partnership with customer success.
• Represent Finley at industry conferences, partner events, and executive briefings, building Finley's reputation as the category leader in embedded financial intelligence.
• Partner closely with product and engineering to translate enterprise prospect needs into roadmap input, ensuring Finley's platform evolves alongside the market it serves.
• Build repeatable enterprise sales process, materials, and playbooks as Finley's go-to-market organization scales.

What We're Looking For

• 5+ years of enterprise technology sales experience, with a track record of closing complex, multi-six- or seven-figure platform or API-based deals.
• A demonstrated ability to sell a technical, infrastructure-level product to both technical buyers (CTO, Head of Product) and business buyers (CHRO, Chief Strategy Officer) in the same sales cycle.
• Experience structuring and negotiating platform partnerships, pilots, and revenue-share or usage-based commercial agreements — not just flat SaaS contracts.
• A strong point of view on enterprise go-to-market strategy, with experience building sales process and playbooks from scratch in an early-stage or fast-scaling environment.
• Comfort operating with ambiguity and limited structure — this is a foundational hire, not a seat on an existing team.
• Excellent executive presence and communication skills, with the ability to represent Finley credibly in front of C-suite stakeholders at Fortune 500 and category-leading companies.

Nice to Have

• Prior experience at an embedded fintech, API-first platform.
• Existing relationships within payroll, HCM, retirement recordkeeping, or banking technology ecosystems.
• Experience selling AI or ML-powered platforms and translating technical capability into measurable business outcomes.

What Success Looks Like

In your first year, you will have closed and helped launch at least three marquee platform partnerships capable of reaching millions of end users, built a defined and repeatable enterprise sales process, and established Finley as a credible, sought-after partner across at least two of our core verticals — payroll, banking, retirement, or benefits technology.

Compensation & Benefits

We're competitive on total comp for a Series Seed-stage company and structured around the reality that great employees expect meaningful upside from the growth they generate.

• Base salary plus competitive bonus: depending on experience (hint, we want our sales team to be the best paid employees in the company!)
• Benefits: Medical, dental, vision, 401k, paid parental leave, commuter benefits
• Location: This role is based in our NJ office which is easily accessible from the NY Metro area; travel up to 30%

Why Finley

You'll be joining at a foundational moment — helping define not just Finley's enterprise business, but the category of embedded financial intelligence itself. This is a high-autonomy, high-impact role for someone who wants to build something category-defining rather than execute against someone else's playbook.

How to Apply

Send your resume and a short note on the most complex platform partnership you've closed to [email protected] We'd love to hear what made it complex, and what you learned from getting it done.