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Endex

AI-powered platform for unified financial analysis

Partnerships Manager

Business Development & PartnershipsPosted on Nov 10
Full-timeNo salary listed

About the Job

Requirements

  • Experience developing external relationships that produced measurable business outcomes.
  • Ability to explain the commercial rationale for a partnership and how both sides benefit.
  • Ability to build trust with practitioners and decision-makers.
  • Ability to turn a signed agreement into activity and follow-through.
  • Ability to establish agreed responsibilities, an operating cadence, and measurable commercial contribution for partnerships.

Responsibilities

  • Identify referral and services partners with relevant customers, useful expertise, and a clear reason to work with Endex.
  • Agree practical goals, responsibilities, and ways to advance opportunities with partners.
  • Build onboarding materials, use-case guidance, and engagement plans that turn signed partner relationships into customer introductions.
  • Coordinate referrals, sales ownership, and customer handoffs.
  • Review partner activation, qualified referrals, and customer outcomes, addressing friction before a relationship becomes inactive.

Desired Qualifications

  • Experience with consulting or advisory firms.
  • Enterprise software-as-a-service partnership experience.
  • Relationships in financial services.

About the Company

Endex

AI-powered platform for unified financial analysis

Endex is a B2B AI platform for financial services that unifies a firm’s internal files, external data, and other sources into one searchable interface. It automates analytical workflows and supports investment teams with a secure, firm-specific generative AI model trained on internal knowledge. The platform indexes data from multiple sources and lets users search and analyze in one place, acting as an autonomous financial analyst that follows customizable, traceable task plans and executes steps automatically. Its differentiator is the use of a firm-specific AI model with transparent workflows tailored to finance, designed to speed up investment analysis and decision-making.

Company size
11-50
Company stage
Early VC
Total funding
$14M
Headquarters
New York City, New York
Founded
2022

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