CareerPlan

Finance GTM Associate

San FranciscoFull-time2026-11-11

Core

Build and manage the finance client acquisition pipeline, recruit finance experts, and support deal execution for AI training and evaluation projects.

Role type

Growth-to-Market Associate (Finance)

Builds

Client acquisition pipelines, expert recruitment networks, and deal support processes for AI labs and enterprises.

Domain

Financial Services / AI Infrastructure

Deliverable

production ML models

Required skills

Outbound sales, lead generation, financial services domain knowledge, CRM management, expert sourcing, proposal preparation, stakeholder management

Preferred skills

Fintech experience, existing network in PE/VC/banking, AI product familiarity, compliance knowledge

Technologies

LinkedIn Sales Navigator, Clay

Responsibilities

Identify and reach financial services decision-makers, run outbound campaigns, support deals end-to-end, source and vet finance experts, manage conversion and CRM data, test new sourcing channels, partner with cross-functional teams.

Seniority

Junior to Mid-level, hands-on IC