Finalis

Design and deliver training programs, manage cross-functional initiatives, and support revenue operations. | Extensive experience in learning design, LMS management, and emerging tech, with leadership in education or training environments. | How does Finalis work? We are a fully-remote company. For this position, working fully within Eastern Time (ET) hours is required. Although we don’t have an official physical place to work, we promote gathering with your team or other colleagues whenever possible. Role Purpose The CRO's operational right-hand - operating as a Revenue Chief of Staff - driving cross-functional revenue initiatives and building enablement infrastructure to scale the go-to-market team. This role translates strategy into execution across sales, customer success, and marketing. What will you be doing? Enablement: Design and deliver training programs, onboarding, sales content, and ongoing skill development for revenue teams Strategic Project Management: Drive high-impact cross-functional initiatives from concept to completion (operating models, segmentation rollouts, process improvements) Revenue Operations Support: Partner with RevOps on metrics/dashboards, meeting cadences, and team productivity initiatives Cross-Functional Coordination: Act as connective tissue between sales, CS, marketing, and product on revenue-critical projects Sample Projects (First 6 Months) Create a go-to-market operating model and rollout new customer segmentation across the revenue org Build transparency through standardized dashboards and metrics Enable AE transition from inbound to outbound prospecting (training, playbooks, coaching) Establish productive meeting rhythms and accountability structures Who are we looking for? Experience: 5-7 years in enablement, sales, marketing operations, or related strategic/operational roles at startups Required: Hands-on enablement experience (program design, training delivery, content creation) Track record driving cross-functional projects in fast-paced environments Startup experience; comfortable with ambiguity and building from scratch Strong communication and stakeholder management skills Nice-to-Have: Prior quota-carrying sales experience Familiarity with revenue tools (Salesforce, Gong, etc.) Experience at similar stage companies ($10-50M ARR) What do we offer? 100% Remote work (Work from wherever you want!) Generous Paid time-off (Vacation Time!) Additional 17 Flex Days (to use in national holidays or personal matters) People Team Partner (to target your roadblocks and customize an action plan for your career path) Buddy Program Virtual After-Office Activities Diverse Culture & Inclusive Environment Benefits Package [if applicable] Paid Family Leave [if applicable] Why work with Finalis? We are a fast-paced startup which will enable you to develop skills quickly and work in an entrepreneurial culture where pushing limits and taking risks is everyday business. As we have Finalists from different countries and cultures, we encourage our team members to develop their soft skills, boosting their ability to adapt themselves to different backgrounds. Finalis’ core values: Deliver with Integrity Dream Boldly Empower through Leadership Value Learning Finalis provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities.

As a Senior Software Engineer, you will design, build, and maintain scalable backend services and APIs for compliance, data, and payment products. You will collaborate with cross-functional teams and take ownership of end-to-end projects from design to deployment. | Candidates should have 5+ years of professional software engineering experience, ideally in a fast-paced startup environment, with strong programming skills in languages such as Typescript and Node.js. A solid understanding of backend architecture and experience in fintech or regulated environments is also required. | About the Company Finalis is a fast-growing, VC-backed startup transforming private capital markets. Launched in 2020 and growing rapidly, the firm is on a mission to power dealmakers by building the world’s largest, ai-native dealmaking platform. Though we have bases in SF and NYC, we’re fully remote. Engineering at Finalis Our engineering team is building the core infrastructure that powers private capital markets. As a Senior Software Engineer, you’ll work closely with product managers, designers, and the leadership team to design and build high-impact products. You’ll be expected to thrive in a fast-paced, ambiguous environment, solve complex problems, and create ai-native technical solutions that deliver value to our customers and scale with our growth. The Role As a Senior Software Engineer at Finalis, you will play a critical role in building and scaling our ai-native platform across our three core pillars: compliance, data, and payments. You’ll own significant parts of our system design and implementation, contribute to our technical roadmap, and mentor other engineers. This role requires strong technical expertise, the ability to navigate complexity, and a passion for creating reliable, secure, and elegant software. Responsibilities Design, build, and maintain scalable backend services and APIs for our compliance, data, and payment products. Collaborate cross-functionally with Product, Design, Sales, and Compliance teams to translate business needs into technical solutions. Take ownership of end-to-end projects from technical design and implementation to deployment and monitoring. Ensure code quality, reliability, and security through best practices in testing, CI/CD, and monitoring. Mentor and guide junior engineers, contributing to a culture of technical excellence and continuous learning. Participate in architectural discussions and help shape the long-term technical vision of the platform. Stay up-to-date with industry trends in fintech, compliance, and distributed systems to bring innovative solutions to Finalis. Minimum Requirements 5+ years of professional software engineering experience, ideally in a fast-paced startup environment. Strong programming skills in languages/frameworks such as typescript, node.js, next.js, react. Solid understanding of backend architecture, distributed systems, and API design. Experience working with relational databases and data modeling. Proven ability to ship production-grade systems in fintech, SaaS, or other heavily regulated environments. Excellent problem-solving skills and the ability to translate ambiguous requirements into concrete solutions. Strong communication skills and comfort collaborating across multiple stakeholders. Preferred Qualifications Experience in fintech, investment banking, or compliance-driven software systems. Familiarity with financial infrastructure (payments, reconciliation, accounting systems, or transaction processing). Knowledge of cloud platforms (AWS, GCP, or Azure) Experience with security best practices, authentication/authorization systems, and data privacy regulations. Track record of mentoring engineers and influencing architectural direction at scale. 🌟 What do we offer? 100% Remote work (Work from wherever you want!) Competitive USD salary Work from home allowance Generous Paid time-off (Vacation Time!) Professional Growth Benefits in our E-Learning Platform (Coursera) (take your skills to the next level!) 🚀 People Team Partner (to target your roadblocks and customize an action plan for your career path) Buddy Program Virtual After-Office Activities Diverse Culture & Inclusive environment 🚀 More about Finalis Finalis is the leading platform enabling the securities brokerage landscape to operate legally and compliantly. The firm delivers a white-labeled regulatory affiliation and compliance back-office solution that supports a wide range of private market dealmaking including M&A, capital raising, private placements, direct participation programs, fintech marketplaces, and alternative investment sponsors. Finalis provides additional leverage to securities brokers with the Finalis Platform, which delivers a hassle-free deal management solution and a Marketplace that connects brokers with one another to gain insights and explore collaborations. Launched in 2020 and growing rapidly, the SF- and NYC-based firm is on a mission to power dealmakers by building the world’s largest dealmaking platform. Join us in disrupting the securities industry, for good. 🌍 How does Finalis work? We are a fully-remote company with Finalists distributed between the time zones of Eastern Standard Time and Eastern European Time . If you’re located outside this time zone range, depending on the needs of your team, you may be requested to be available during specific hours. Although we don’t have an official physical place to work, we promote gathering with your team or other colleagues whenever possible. Finalis provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities.Finalis provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities.