Who is Finzly?
Finzly is a market leader in domestic and international payments, providing next-generation infrastructure that simplifies back-office operations and the end-user experience for financial institutions. By consolidating all payment rails into a single platform, Finzly has become a pioneer in modern payments. Backed by TZP Growth Equity, Finzly is scaling rapidly in one of the most competitive segments of fintech.
Challenge
For an early-stage fintech, the first sales hire is a make-or-break decision. This founding Account Executive (AE) isn’t just a seller—they are the company’s face to customers, the voice of its product, and a core driver of revenue. Getting it right means accelerated growth and investor confidence. Getting it wrong can stall momentum and jeopardize fundraising.
In 2022, Finzly found itself at that critical juncture. They needed someone who:
- Understood banking and payments
- Could thrive in the chaos of a startup
- Was a builder at heart
With no internal recruiting function, Finzly lacked the bandwidth and expertise to identify and secure such a high-stakes hire.
Results
Finzly turned to Whitley Recruiting Partners (WRP) to lead the search. Acting as an extension of the leadership team, WRP defined the skills, attributes, and mission alignment the founding AE would need to succeed. Leveraging their extensive GTM network and targeted outreach, WRP sourced and screened top candidates who not only fit the role but embraced Finzly’s vision.
The result: a successful founding AE who contributed in large part to the company doubling revenue in the year following and helped clear the path for a $10M Series A raise.
From there, WRP became Finzly’s trusted partner for GTM hiring. Over 2.5 years, they filled six additional roles—including SDRs, AEs, and an SDR Manager—at a cost lower than hiring one in-house recruiter. With three more hires planned, Finzly continues to scale its sales team efficiently while maintaining quality and speed.
- 4 BDRs, 3 Enterprise AEs, 1 Business Development Director
- $10M Series A secured with AE impact
- Cost efficiency: delivered results at less than the cost of one in-house recruiter
In 2.5 years, Whitley Recruiting provided:
Impact
Whitley Recruiting has been instrumental in building Finzly’s GTM team from the ground up, ensuring each hire drives measurable growth and long-term scalability.
As Finzly’s Head of Sales, Karuna Kathir, shared:
“Whitley Recruiting has been a true ‘partner’ for Finzly since our first hire. Whitley is focused and meticulous about the candidates they send us and we’ve made multiple hires that quickly ramped and generated revenue for Finzly. As we’ve scaled, Whitley has been instrumental in building our sales team and we appreciate their flexibility and agility to hire for us.”
With Whitley Recruiting as a partner, Finzly continues to grow with confidence—expanding their sales organization, capturing new revenue, and scaling as a market leader in fintech.
Why Whitley Recruiting:
We’re Fast: Whitley Recruiting was able to quickly source and schedule qualified candidates that were prescreened and vetted.
We’re Focused: Whitley Recruiting was very selective and presented only industry-specific experts who would enable Finzly to grow exponentially.
We’re Flexible: The Whitley Recruiting team ensured that although they have a large resource of candidates, they remained flexible in sourcing exactly the right candidates for Finzly.
