At Finary, we are on a mission to create the money management experience we’ve always dreamt of. We are building a one-stop shop that empowers a new generation of investors to achieve their goals. Finary allows its users to track their assets, manage their budgets, invest their money, and learn more about finance. If you’re looking for an ambitious team that’s revolutionizing an old-fashioned industry, get in touch!
Mounir Julien launched Finary in 2021. Since then, we have made great strides by reaching 500.000 users. We genuinely care about user experience, performance, and ease of use. We ship cutting-edge products with touches of delight. You'll join a winning team, learn insanely, earn life-changing money, and work with other A+ players.
A new generation of investors is emerging: an ambitious, involved workforce. Money is no longer taboo and the pension system is under tremendous pressure. At Finary, we see a world where investing empowers everybody to live the life they’ve always dreamt of. Finary exists to revolutionize the personal money management experience.
To fuel this mission, we raised 15M€ and are backed by leading investors like Y Combinator and Speedinvest. We are also backed by world-class founders like Steve Anavi & Alexandre Prot (Qonto founders), Matthieu Rouif (Photoroom), and Eric Demuth (CEO of Bitpanda). We also smashed the European crowdfunding speed record by raising 2.2M€ from our community in less than 20 minutes.
There’s never been a more exciting time to join Finary!
At Finary, the team is composed exclusively of A-players who want to be challenged and achieve more. We're relentlessly pushing forward to deliver the best products possible. Our culture is intense and isn’t for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there’s no better place to be. Read more about our values here .
You'll join a thrilling and motivating environment where you'll learn a lot and have a lot of freedom and responsibilities to express your talent.
Finary is a hybrid remote company. Our talented team is currently based in France and across Europe. Our office is located in the heart of Paris, and we organize on-site every 6 weeks.
At Finary, you’ll enjoy:
Working with brilliant people in a motivating and fast-paced environment
Having the opportunity to have a real impact in a sector that touches everyone's life: personal finance.
Being empowered and trusted to bring and become the best version of yourself.
Gathering at the office or in nice places every 6 weeks
A competitive compensation package
What we care nothing about:
Fancy degrees
Free laundry, lattes, or other fancy perks
Meal vouchers
At Finary, we are on a mission to reinvent how a new generation of investors manages its money. Our mantra: put technology to work for our clients. We reinvent how clients are advised by leveraging IA and our unique tech platform.
Forget about advisors that feel like salespeople: with Finary One , we are defining the Wealth Management model.
Your manager will be Corentin, Head of Finary One
As our Revenue Operations Manager , you will be the backbone of Finary One’s revenue operations, ensuring smooth workflows, automation, and data-driven decision-making. You will manage our CRM (HubSpot), sales automation, customer journey, and operational KPIs to create a seamless experience for our clients and internal teams.
CRM & Lead Management
• Maintain and optimize HubSpot to track and manage leads efficiently.
• Ensure 100% lead capture and follow-ups with automation and workflows.
• Improve processes for meeting scheduling, handovers, and pipeline tracking.
Sales Operations & Process Optimization
• Design and enforce workflows for Advisory and Ops teams.
• Ensure seamless handover notes & process adherence for Ops Managers.
• Automate repetitive tasks to improve efficiency and reduce manual work.
Customer Experience & Retention
• Streamline onboarding and data collection to create a smooth client experience.
• Set up and track CSAT (Customer Satisfaction Score) for operations.
• Improve efficiency in subscription creation for our partners.
Data, KPIs & Reporting
• Build dashboards to track churn, expansion, lead conversion rates, CSAT, and financial performance.
• Provide insights and reports for continuous process improvement.
Tech & Tools Management
• Manage HubSpot and other advisory/ops tools.
• Test and implement new tools to improve workflows and efficiency.
• Ensure seamless adoption of technology within the team.
5+ years of experience in Sales Operations, Revenue Operations, or related fields.
Background in Financial Services is a plus.
Proficiency in CRM systems (HubSpot)and automation tools.
Strong data analysis skills and ability to generate actionable insights.
Experience with CSAT, KPI tracking, and sales automation.
Comfortable testing and implementing new tools and technologies.
based in Paris and french native speaker (both mandatory)
Tell us why you want to join Finary. Share with us what excites you about our mission and how you will contribute. Make your first impression count.
A leading retail company is seeking an Associate Manager for eCommerce Site Operations in San Francisco. This role involves overseeing site operations, managing testing processes, and collaborating with teams to deliver exceptional digital experiences. Ideal candidates ...
...Routine Vehicle Maintenance! Flexible Schedule! Full time and Part Time available! Work 1 day or 6 days....your choice! Company cars available! Paid time off! Health Insurance Available! Additional Information All your information will be kept...
...experience or an amazing skill-set. The ability to understand content marketing, link building, and on-page analysis is important. Social... ...a plus. PPC experience is a plus.Responsibilities:An SEO Specialist must have the ability to manage campaigns and improve rankings...
...disabilities. We are seeking a highly motivated and compassionate Nurse Practitioner to join our physiatry team. This is an incredible... ...a genuine work-life balance for our providers. New graduates are highly encouraged to apply! Essential Duties & Responsibilities...
...Accounting Manager - Bookkeeper- CPA Firm Phoenix, Arizona Requires current (or very recent) CPA firm experience Growing, mid sized, well established local CPA Firm is seeking a full-time bookkeeper with a minimum of 3 years experience. We offer high salaries...