---
title: 'GTM at Endex'
canonical: 'https://feeny.ai/job/gtm-endex-new-york-85anxjxgyt7c'
type: 'job'
last_seen: '2026-09-08'
---

# GTM at Endex

- **Company:** Endex
- **Location:** New York, NY
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2025-12-29
- **Last confirmed live:** 2026-09-08
- **Apply:** https://jobs.ashbyhq.com/endex/8e5c7d2a-dcb9-4b5c-b948-a1c511780a31

## Job description

## Who We Are

Over the next few years, every financial institution will have teams of AI analysts working alongside their sharpest minds. At Endex, we're building the most sophisticated digital coworker native in Excel—and we're on a mission to bridge the present to the inevitable. We're a team working at the frontier of agentic development and applied finance, in close collaboration with leading research labs and backed by OpenAI ($14M raise in Aug. 2025).

With significant demand after our launch, financial firms across the country recognize agentic AI in financial modeling is the future.

## About the Role

Location: New York City Commitment: 5-6 Days In-Person

We're looking for someone who's lived manual Excel work. You know the pain points because you've felt them. Now you want revolutionize traditional finance work with frontier AI.

As a GTM hire at Endex, you'll own the full deal lifecycle: sourcing, running demos, negotiating contracts, and ensuring customers actually get value from the product. Your industry experience is critical. You'll work directly with our product and leadership teams to shape what we build, how we position it, and where we take the company next.

## Your Key Responsibilities

- Own Deals End-to-End: Run the full sales cycle from prospecting through close. Build relationships with finance teams, understand their workflows, and show them what's possible with Endex.
- Shape Product Direction: Your background means you know what financial professionals actually need. Translate that into product feedback, feature requests, and roadmap input that keeps us ahead.
- Inform GTM Strategy: Help us figure out which segments to prioritize, how to position against alternatives, and what messaging resonates. You're not just executing a playbook—you're helping write it.
- Build Pipeline Systems: Create and optimize the processes that turn interest into revenue. Partner with marketing to develop content and campaigns that speak to our audience.
- Expand Into New Verticals: Leverage your network and industry knowledge to identify and validate new markets for Endex.

## What We're Looking For

- 1-6 years in Real Estate, Private Equity, Investment Banking, or Public Equities. You've built models, worked on deals, and understand the day-to-day of financial professionals. This is non-negotiable.
- Hungry to sell. You're excited to close deals with Wall Street's largest firms. You see GTM as a craft worth mastering.
- Strong opinions on product. You have ideas about what Endex should build and how we should position it. You're not shy about sharing them.
- Relentlessly resourceful. You move fast, leverage your network, and figure things out without a playbook.
- Versatile Problem-Solver: You’re intellectually curious, quick to learn, and eager to take on new challenges across a wide range of responsibilities
- Low ego, high standards. You listen, adapt, and stay focused on outcomes over credit.

## Nice to Have

- Early-stage startup experience
- Existing relationships at target firms

Full-Time Benefits

- Health & Dental Insurance
- Monthly Wellness Stipend
- 401K Matching
- Competitive Salary + Equity

## About Endex

## Company Overview
- **One-liner**: Endex is an Excel-native AI Agent that accelerates financial modeling and data analysis for investment professionals.
- **Entity Type**: Private (Venture-backed; $14M led by OpenAI Startup Fund)
- **Headquarters**: New York City, New York, United States
- **Founded**: 2022
- **Founders**: Tarun Amasa (CEO) and Pratham Soni (Chief Research Officer)

## Core Business
- **Primary industries**: AI-powered financial analysis / Financial technology
- **Target customers**: B2B – enterprise finance teams at investment banks, hedge funds, private equity firms (clients include Fortune 5 companies, $100B+ AUM firms, and top global investment banks)
- **Mission/purpose**: “AI Built for Excel” – to accelerate and automate the work of financial analysts by bringing advanced AI directly into the spreadsheet environment.

## Products & Services
- **Endex AI Agent**: A native Excel add-in that enables users to perform financial modeling, data analysis, deep research, and report generation using natural language. Key capabilities include:
  - **Trace References**: AI-labeled tracing of cell references across complex workbooks.
  - **Deep Research Integration**: Native access to OpenAI Deep Research with contextual understanding of the workbook and verified sources.
  - **Memories**: Remembers user preferences for style and recurring workflows.
  - **LLM Integrations**: Deeply integrated with major model providers (OpenAI GPT-4o, o1, o3-mini) with zero data retention agreements.
  - **PDF to Table Conversion**: Eliminates manual data entry from financial statements, pitch decks, and research reports.
  - **Formatting Shortcuts**: Apply consistent formatting instantly with customizable keyboard shortcuts.
  - **Firm Templates**: Create repeatable templates that autocomplete with new input data.
  - **Undo Changes**: One-click revert of unwanted changes.

## Market Standing
- **Valuation**: Not publicly disclosed
- **Key Metric**: Total funding – $14M (venture round closed August 2025)
- **Notable Investors/Partners**:
  - Lead investor: OpenAI Startup Fund
  - Partners: Wall Street Prep, Columbia Business School
- **Growth Signals**:
  - Headcount grew 68.8% YoY (from ~11 to 20 employees)
  - LinkedIn followers grew 122.1% in the past year
  - Expanding presence: offices in NYC (HQ), with team members in Israel, Canada, and Brazil
  - Adoption by top-tier financial institutions (Fortune 5, hedge funds, private equity firms)
  - Featured in OpenAI case study as a model partner for building autonomous financial analysts

## Competitive Advantages
- **Excel-native**: Works directly inside Excel – no need to switch applications or learn new interfaces.
- **Finance-specific LLMs**: Custom-built models trained to understand financial documents, accounting methods, and complex charts.
- **Auditable outputs**: Every AI output includes integrated citations and attribution to underlying sources, allowing analysts to trace conclusions.
- **Deep OpenAI integration**: Uses OpenAI’s o1 and o3-mini reasoning models, achieving 70% preference over non-reasoning models in blind tests and enabling multi-step financial reasoning.
- **Enterprise-grade security**: AES-256 encryption in transit and at rest, TLS 1.2/1.3, SOC 2, ISO, CCPA, and GDPR compliant.

## Strategic Focus
- Scaling autonomous analyst capabilities to handle increasingly complex financial tasks (e.g., IC memo preparation, data room due diligence, precedent transaction analysis).
- Expanding customer base among financial firms and refining AI agents to act as true “co-workers” for investment teams.
- Continuing close collaboration with OpenAI to push the boundaries of vertical-specific AI for finance.

## Why Work Here
- **Culture**: Fast-moving AI startup backed by OpenAI, working on cutting-edge reasoning models applied to a high-stakes domain. Team is small (~20 people) with a technical majority (37% of headcount in engineering/research).
- **Remote/Hybrid**: Offices in New York City (HQ) and team members across Israel, Canada, and Brazil – likely flexible work arrangements.
- **Notable perks/engineering culture**:
  - Direct access to OpenAI’s latest models and research collaboration.
  - Opportunity to solve hard problems in financial AI (multimodal analysis, agentic workflows, reinforcement fine-tuning).
  - Emphasis on continuous evaluation and improvement – the team tracks metrics like response latency and reasoning depth.
  - Recent hires from top firms (Jump Trading, Two Sigma, Shopify) and university partnerships (Columbia Business School).

## Sources
1. [endex.ai](https://endex.ai/)
2. [linkedin.com/company/endexai](https://www.linkedin.com/company/endexai)
3. [openai.com/index/endex](https://openai.com/index/endex/)
4. [tracxn.com](https://tracxn.com/d/companies/endex/__1yPXQtxYejdoTb241G65VMwfNLRug0vfLus7qJxeNvo)

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