Finalis

Product Designer

• Work in a small team to iteratively improve our platform user experience
• Take new features from ideation, to prototyping, to user testing, to production
• Design web & mobile web experiences that are simple and intuitive
• Participate in regular design reviews where you’ll seek out specific feedback on your designs and incorporate relevant feedback
• Use AI to generate prototypes and leverage AI within your overall design process
• Collaborate daily with Engineering, Customer Success, and Product

Senior Product Designer

Account Manager

• Transform our Membership Advantages program from a discount list into a strategic partner program—tier partners, define value exchange, create co-marketing opportunities.
• Negotiate and execute partnerships with integration providers, capital partners, service providers, and industry associations.
• Build relationships that lead to introductions, referrals, and co-selling opportunities.
• Own and grow our referral program, which drives ~30% of current revenue.
• Formalize tracking, set SLAs with partners, and build accountability for partner-influenced pipeline.
• Turn informal relationships into structured, scalable referral motions.
• Be the face of Finalis at conferences, roundtables, and industry events.
• Own our event strategy: which conferences we sponsor vs. speak at vs. attend, with clear ROI expectations.
• Build your personal brand alongside the company brand—panels, thought leadership, relationship-building.
• Coordinate with Marketing on event activation and logistics (you own the relationships; they support execution).

Senior Director of Partnerships – Business Development

Customer Success Manager

• Elevate client relationships to new heights by assuming full responsibility for their success, expertly overseeing onboarding, comprehensive training, fostering rapid adoption, helping with questions, and consistently attaining exceptional levels of customer satisfaction.
• Cultivate and sustain a trusted strategic advisor relationship with clients, proactively spearheading the continuous delivery of value and optimizing their utilization of our products and services for maximum benefit.
• Maintain a keen awareness of current events and trends within the industry, diligently track and analyze relevant developments, and discern opportunities, potential challenges, and market insights.
• Leverage this intelligence to inform and enrich customer success strategies and initiatives, ensuring their alignment with the ever-evolving landscape of our sector.
• Showcase exceptional communication skills to proficiently interact with senior-level management, both within the organization and externally, to cultivate a profound understanding of customer needs.
• Take proactive ownership of customer success metrics and data management, adhering meticulously to established protocols and guidelines. Ensure the meticulous upkeep of accurate, real-time records, dedicatedly supporting analysis, reporting, and informed decision-making processes.
• Evaluate the customer journey, identifying key touchpoints and assessing how they are supported, while adopting a consultative approach to assist clients in overcoming challenges and achieving their goals effectively.
• Analyze C-Sat/NPS surveys, meticulously identifying areas for improvement and providing actionable insights to drive continuous enhancements in customer satisfaction and loyalty.
• Collaborate closely with the sales and marketing teams to effectively gather customer references, conducting in-depth interviews and leveraging customer success stories to develop compelling case studies that highlight the value and impact of our products and services.