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Endex

AI-powered platform for unified financial analysis

GTM Generalist

Sales OperationsUpdated on Nov 7
Full-time

About the Job

Requirements

  • Understanding how research, relationships, and execution contribute to revenue.
  • Ability to start with incomplete information and find a practical way forward.
  • Ability to write useful summaries and make next steps easy to understand.
  • Ability to close loops and keep a project organized without constant oversight.
  • Ability to learn a product, investigate a market, and deliver a useful result without requiring a detailed playbook for every task.

Responsibilities

  • Scope emerging sales or partnerships needs with a clear outcome, decision owner, and deadline.
  • Research customers, markets, and partners to support better conversations and decisions.
  • Test new segments, campaigns, or partner motions using specific hypotheses and a practical measurement plan.
  • Turn successful experiments into playbooks and hand them to the team best placed to run them.
  • Track commitments, surface blockers, and ensure cross-functional projects reach a decision.

Desired Qualifications

  • Experience in an early-stage commercial or business operations role.
  • Comfort using customer relationship management tools and spreadsheets to investigate a problem.
  • Experience supporting enterprise sales or partnerships.

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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