Financial advisers carry an extraordinary responsibility. They guide people through the most important financial decisions of their lives. For too long the tools available to them have been unworthy of that responsibility.
We are building the AI partner that changes that. Not a notetaker, but the infrastructure the profession has always needed and never had.
Backed by Blackbird Ventures, the first and largest investor in Canva. In under a year we have onboarded 650+ firms across six countries with almost zero churn. We are at the beginning of something significant and the momentum speaks for itself.
Deliver compelling demos
Run product demonstrations at scale, customising value propositions to prospect needs and converting warm leads into paying customers.
Own customer onboarding
Shepherd new users from signup through initial value achievement, building confidence and removing friction points.
Drive conversion and retention
Guide customers from trial to paid status while demonstrating ROI and ensuring sustained value.
Build momentum
Execute creative market engagement through events, webinars, customer advocacy, and outreach strategies.
Solve critical problems
Own outcomes across GTM, operations, product, and hiring, launching manual experiments before scaling.
2+ years customer-facing experience in consulting, startups, sales, or customer success
Strong communication skills connecting features to business outcomes
Low ego with ambitious, gritty mentality; high bias toward action
Active AI power user leveraging technology for 10x productivity
Coachable with rapid learning velocity
Commitment to in-person Sydney office collaboration with international travel capability
High-growth startup background
Financial services, wealth management, or financial advice exposure
Salary range: $90-120k depending on experience. Exceptions on a case-by-case basis and determined relative to open compensation standards. Happy to discuss what that would look like for you specifically during our interview process.