
51 - 200 employees
Founded 2021
🤖 Artificial Intelligence
💳 Fintech
🛡️ Insurance
🔥 Funding within the last year
💰 Series unknown on 2025-11
Artificial Intelligence • Fintech • Insurance
Feathery is an AI-first workflow and document automation platform for regulated financial services. It provides a visual form and workflow builder, document templates and e-signatures, document and meeting/audio intelligence for high-accuracy data extraction, collaborative workflows and a white-label editor. Feathery’s AI assistant (Robin) generates and deploys workflows from plain-language prompts, runs decisioning and surfaces insights, and connects to 150+ industry integrations. The product is purpose-built for wealth management, insurance carriers, and brokers to automate onboarding, underwriting/submission intake, proposal and policy generation, claims processing, and other regulated workflows while meeting SOC 2 and HIPAA compliance requirements.
🔥 1 minute ago
Where this job comes from
Posted on Feathery's careers page, not through a job board
First seen by Remote Rocketship 1 minute ago

51 - 200 employees
Founded 2021
🤖 Artificial Intelligence
💳 Fintech
🛡️ Insurance
🔥 Funding within the last year
💰 Series unknown on 2025-11
Artificial Intelligence • Fintech • Insurance
Feathery is an AI-first workflow and document automation platform for regulated financial services. It provides a visual form and workflow builder, document templates and e-signatures, document and meeting/audio intelligence for high-accuracy data extraction, collaborative workflows and a white-label editor. Feathery’s AI assistant (Robin) generates and deploys workflows from plain-language prompts, runs decisioning and surfaces insights, and connects to 150+ industry integrations. The product is purpose-built for wealth management, insurance carriers, and brokers to automate onboarding, underwriting/submission intake, proposal and policy generation, claims processing, and other regulated workflows while meeting SOC 2 and HIPAA compliance requirements.
• Execute targeted outreach to potential strategic partners for Feathery’s Wealth Management and Insurance businesses across the US and Canada • Build relationships with stakeholders across partnerships, product, technology, and operations • Evaluate partnership opportunities based on revenue pathways, distribution potential, and integration feasibility • Own and manage the partnership pipeline in HubSpot from target identification to active partner • Collaborate with Wealth Solutions, Sales, Product, and Engineering to advance opportunities, align integrations, support pilots, and onboard partners • Monitor wealth management outsourcing providers and the broader ecosystem to identify opportunities and refine priorities • Identify and prioritize adjacent financial services markets with strong product fit and revenue potential • Assess opportunities based on onboarding complexity, client or end-user volume, integration requirements, and revenue pathways • Manage a separate new client channel pipeline in HubSpot • Collaborate with Sales, Product, and Engineering to validate markets, tailor messaging, and hand off qualified opportunities • Monitor competitive dynamics, technology trends, and emerging opportunities, sharing insights with Product
• 3+ years of experience in strategic partnerships, business development, or channel development, ideally within B2B SaaS, fintech, or financial services • Demonstrated experience executing targeted outreach, qualifying commercial opportunities, and developing relationships with senior stakeholders • Strong commercial judgment to evaluate revenue potential, distribution opportunities, and market fit • Ability to understand complex operational workflows and assess technical integration requirements • Experience managing business development pipelines in HubSpot or a similar CRM • Strong communication, relationship-building, and organizational skills, with the ability to work independently and across teams • Familiarity with wealth management, insurance or adjacent financial services markets • Experience developing strategic partnerships, referral networks, or new client channels • Experience working with Product and Engineering teams on integrations or technical partnerships • Experience in an early-stage or high-growth B2B SaaS company
• Competitive compensation and equity • HRA health plan • Unlimited PTO • 401(k) plan • Company offsites to connect and recharge • A supportive, low-ego team that values ownership and growth
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