We are an excel native AI agent that accelerates financial modelling and data analysis.
Our GTM team brings deep finance expertise to drive adoption, close deals, and shape the future of our products. You’ll work directly with bankers and investors, building trusted relationships while influencing how investment professionals work with cutting-edge AI.
What you’ll do:
- Engage with bankers and investors to uncover workflow challenges and demonstrate how our solutions transform them.
- Partner with operations and engineering during pilots to ensure smooth transitions into long-term client relationships.
- Own the customer journey post-sale, ensuring strong deployment, renewals, and growth.
- Build compelling demos, sales collateral, and tooling to scale a repeatable sales process.
- Be the customer’s voice internally—inform product and engineering with market insights and strategic feedback.
- Research and analyze customers and competitors to refine GTM strategy.
Why join us:
This is an opportunity to help shape the GTM playbook, influence product direction, and work at the intersection of finance and AI. You’ll join a fast-moving team transforming how investment firms analyze markets, and have direct impact on both customers and product innovation.
