Talent.com
Founding Advisory Partner (Investment Required, Board Observer Role)
Founding Advisory Partner (Investment Required, Board Observer Role)Confidential • Phoenix, AZ, United States
Founding Advisory Partner (Investment Required, Board Observer Role)

Founding Advisory Partner (Investment Required, Board Observer Role)

Confidential • Phoenix, AZ, United States
job_description.job_card.1_day_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Founding Advisory Partner (Investment Required, Board Observer Role)

About the Company

Building the AI-native Operating System for Pricing

Type

Privately Held

About the Role

Company is building the AI-native Operating System for Pricing, tackling the $600B lost annually to inefficient deal-desk processes and discounting. Our platform uses multi-agent AI to automate approvals, enforce guardrails in real time, and optimize pricing decisions inside Salesforce, SAP, and Oracle.

We are seeking one senior operator or executive to join us as a Strategic Advisor & Early Investor, with Board-level involvement through an Observer seat.

What this role offers :

Direct participation in shaping the go-to-market and pricing strategy.

Board Observer seat with visibility into governance and decision-making.

Early equity position in a company building the category-defining pricing OS.

Opportunity to collaborate with a team of operators, AI engineers, and enterprise veterans.

Requirements :

Background in SaaS, enterprise software, pricing, or GTM leadership.

Ability to contribute strategic guidance and introductions at the enterprise level.

Commitment of $100K SAFE investment to ensure alignment of incentives.

This is an exclusive opportunity—we are only opening one Observer seat tied to our angel round.

If you are interested in shaping the future of enterprise pricing and joining us at the ground floor, please reach out directly.

Travel Percent

Less than 10%

Functions

  • Board of Directors (non-operating)

Skills

  • Go To Market Strategy required
  • serp_jobs.job_alerts.create_a_job

    Investment Investment • Phoenix, AZ, United States

    Job_description.internal_linking.related_jobs
    Wealth Advisor - America First Credit Union

    Wealth Advisor - America First Credit Union

    LPL Financial • Tempe, AZ, US
    serp_jobs.job_card.full_time
    LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at America First Credit Union invites...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Wealth Advisor

    Wealth Advisor

    Sequoia Financial Group • Phoenix, AZ, United States
    serp_jobs.job_card.full_time
    Sequoia Financial Group is excited to announce new opportunities to join our growing team, made possible through a strategic partnership with a leading CPA and consulting firm, Eide Bailly.Our firm...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Director of Alternative Investments

    Director of Alternative Investments

    MOHR Talent • Phoenix, AZ, United States
    serp_jobs.job_card.full_time
    Director of Alternative Investments.A leading national wealth management firm is seeking a.Director of Alternative Investments. You’ll lead the firm’s alternative investment strategy — overseeing du...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Corporate Developement Associate

    Corporate Developement Associate

    Irth Solutions • Phoenix, AZ, US
    serp_jobs.job_card.full_time
    M&A Strategy And Execution Role.In this role, you'll assume end-to-end ownership of the M&A strategy and execution function from building relationships with company founders to creating financial ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Investment Consultant, Portfolio Manager Specialist

    Investment Consultant, Portfolio Manager Specialist

    Morgan Stanley • Scottsdale, AZ, US
    serp_jobs.job_card.full_time
    The Portfolio Manager Specialist is a senior level position on a FA / PWA team that is responsible for the development, maintenance and oversight of the investment strategy and asset allocation for c...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Advisor Licensing Program

    Advisor Licensing Program

    LPL Financial • Tempe, AZ, US
    serp_jobs.job_card.full_time
    What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidenc...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    J.P. Morgan Wealth Management – Private Client Advisor Scottsdale, AZ ( Bell & Thomson Peak)

    J.P. Morgan Wealth Management – Private Client Advisor Scottsdale, AZ ( Bell & Thomson Peak)

    JPMorganChase • Scottsdale, Arizona, USA
    serp_jobs.job_card.full_time
    Morgan Chase we have an enthusiasm for helping our clients taking care of our employees building relationships and delivering extraordinary customer service while maintaining a strong commitment to...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Relationship Advisor I- Global Fund Banking

    Relationship Advisor I- Global Fund Banking

    First Citizens Bank • Phoenix, AZ, US
    serp_jobs.job_card.full_time
    This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Tempe office. Together, Silicon Valley Bank and First Citizens offer you the strengt...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Retirement Plan & Wealth Management Investment Advisor

    Retirement Plan & Wealth Management Investment Advisor

    Hub International Insurance • Scottsdale, Arizona, USA
    serp_jobs.job_card.full_time
    As a Retirement Plan & Wealth Management Advisor you will spend your day talking to retirement plan participants & individual wealth management clients about their retirement savings needs ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    FINANCIAL ADVISOR

    FINANCIAL ADVISOR

    Jamie Grayem • Phoenix, AZ, United States
    serp_jobs.job_card.full_time
    Base Salary + Quarterly Production Bonus + Full Benefis.This position is subject to SAFE Act registration requirements.Pursuant to the SAFE Act requirements, all employees engaged in residential lo...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Investment Advisor III - PNC Private Bank

    Investment Advisor III - PNC Private Bank

    PNC Financial Services Group • Phoenix, AZ, United States
    serp_jobs.job_card.full_time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Wealth Management Investment Consultant, Advisory Services

    Wealth Management Investment Consultant, Advisory Services

    U.S. Bank • Tempe, AZ, United States
    serp_jobs.job_card.full_time
    Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Senior Wealth Advisor - Wealth Advisory - Phoenix

    Senior Wealth Advisor - Wealth Advisory - Phoenix

    CliftonLarsonAllen • Phoenix, AZ, United States
    serp_jobs.job_card.full_time
    CLA is a top 10 national professional services firm where.Even with more than 8,500 people, 130 U.CLA is dedicated to building a culture that invites different beliefs and perspectives to the table...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Retirement Plan & Wealth Management Investment Advisor

    Retirement Plan & Wealth Management Investment Advisor

    HUB International • Scottsdale, AZ, United States
    serp_jobs.job_card.full_time
    As a Retirement Plan & Wealth Management Advisor you will spend your day talking to retirement plan participants & individual wealth management clients about their retirement savings needs, financi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    VP, Advisor Engagement

    VP, Advisor Engagement

    Osaic • Scottsdale, AZ, US
    serp_jobs.job_card.full_time
    Relationship Leader Opportunity in Financial Services.Vice President, Advisor Engagement.Location(s) : Atlanta, GA; La Vista, NE. Oakdale, MN; Scottsdale, AZ; St.Remote applicants may potentially be...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Portfolio Advisor

    Portfolio Advisor

    Northern Trust • Phoenix, AZ, United States
    serp_jobs.job_card.full_time
    Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative f...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Wealth Advisor Partner

    Wealth Advisor Partner

    Wisepath Group • Phoenix, AZ, US
    serp_jobs.job_card.permanent
    serp_jobs.filters_job_card.quick_apply
    Wealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform Location : .Flexible / Hybrid • Employment Type : Independent Contractor Why Join Us?.At Wisepath Financia...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Financial Advisor - PNC Wealth Management

    Financial Advisor - PNC Wealth Management

    PNC Financial Services Group • Scottsdale, AZ, United States
    serp_jobs.job_card.full_time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted