Why this role exists

Finta is building the Capital Copilot—an AI workspace where deals run themselves. This role exists to make

the product grow itself by shipping experiments and improvements that increase activation, retention,

conversion, and PQL volume/quality—and by building the instrumentation that powers routing into the

right queue.

Captain / Co-pilot ownership

Captain (primary): Visitor → Signup (demand + conversion), and the measurement layer that

defines whether accounts qualify for the next queue.

Co-pilot (supports any stage): Can run education campaigns and product messaging across the

lifecycle.

Non-negotiable: Growth never makes 1:1 onboarding or commercial commitments; the captain for

the queue decides sequence.

What success looks like

30 days - Implement/validate the account lifecycle dictionary in analytics: stage, queue, captain, last-touch. -

Instrument the activation funnel end-to-end (signup → connect inbox → create deal → add contacts →

upload/share docs) with QA. - Identify top 3 drop-offs and ship the first 3 experiments.

90 days - Operate a weekly growth cadence: hypotheses → ship → measure → decide. - Improve at least

one of: activation rate, time-to-activation, self-serve conversion. - Define initial PQL triggers (Expansion-

Ready signals) with CS/Sales alignment and route cleanly into the Expansion Queue.

6 months - Own a compounding roadmap across onboarding, lifecycle nudges, referrals, and conversion

surfaces that supports $1M ARR by EOY 2026. - Increase PQL quality (not just volume) by reducing false

positives and improving routing clarity.

What you’ll do

Ship product changes that move funnel metrics (onboarding, activation, upgrade, referrals,

performance).

Build and run A/B tests and holdouts with clean measurement.

Define event schemas and maintain analytics integrity (stage/queue/captain accuracy).

Build dashboards for:

Activation funnel and time-to-value

PQL triggers (Expansion-Ready signals)

Self-serve conversion and expansion assists

Partner with product/CS to create in-app nudges and lifecycle messaging that accelerate activation.

Build experimentation and landing-page infrastructure to move faster.

Must-haves

Strong shipping ability (front-end + back-end fundamentals).

Comfortable with data and experimentation (cohorts, attribution, event integrity).

Can translate ambiguous goals into measurable tests.

Speed with rigor: fast iterations without analytics chaos.

Nice-to-haves

PLG/self-serve SaaS experience.

Experience with PostHog/Mixpanel/GA4 and lifecycle systems.

Experience building PQL scoring/triggers and routing.