CoinTracker

Founding Planner

CoinTracker

20 days ago

## Job Description Today, elite financial planning is unscalable because it lives inside the heads of experts like you. It is manual, expensive, and limited by the number of client meetings you can hold per week. At **Frame**, we are fixing that by turning financial logic into code. We are building an AI-powered financial office that delivers top-1% planning to the millions of Americans in the 90th–99th percentile of wealth. We are not looking for a standard CFP to manage a book of business. We are seeking a **Founding Planner** to serve as the Product Architect for our AI agents. You will sit with our engineers to design the decision trees for complex tax, equity, and estate strategies, scaling your expertise from 100 households to 1M+. ## Some things we're proud of * 🗺️ **Founders**: Jon previously built TextNow (200M downloads), Chandan was previously a product manager at Google & Google[x] * 💼 **$100M+ venture capital** raised from Accel, General Catalyst, Y Combinator, Initialized Capital, Coinbase Ventures, Kraken Ventures, Intuit Ventures, 776 Ventures, Balaji Srinivasan, Claire Hughes Johnson, Gokul Rajaram, Serena Williams, Zach Perret * 🌴 **Awesome benefits** ## Your mission Give everyone access to financial planning for the 1%. ## One-year outcomes 1. 250 customers with NPS 70+ 2. AI agent independently handles 80% of user queries without human intervention 3. AI agent delivers zero critical hallucinations (inaccurate planning advice) ## What you will do * **Architect the "Brain"**: break down complex decisions (e.g., *“Should I exercise my ISOs?”* or *“Can I afford this home?”*) into strict logic trees and "if/then" statements that our engineers can code * **Train the AI**: you will review AI-generated advice, correct its logic, and write the "System Instructions" that prevent hallucinations on tax and compliance topics * **Solve edge cases**: you will move beyond generic advice to handle the messy reality of our users—AMT crossover points, QSBS stacking, uneven cash flows, and multi-state tax issues * **Define the standard**: you won't just follow industry rules; you will define the guardrails for how AI interacts with fiduciary advice, writing the playbook the rest of the industry will follow in five years ## Who you are You are a **Technical Planner**, not a Relationship Manager. You became a Lead Advisor because you knew the numbers better than anyone else in the room, not because you were good at playing golf with clients. ## What we look for ### Role-agnostic * **Impact**: Demonstrated ability to drive business impact * **Mission alignment**: Hungry and motivated about making progress towards our mission * **Trust**: Say what you believe. Do what you say. * **Communication**: Able to clearly talk about the details and also zoom out to the bigger picture ### Role-specific * Active CFP license * 5+ years of experience creating tailored financial plans * Deep expertise in one or more planning domains (e.g., equity compensation, investment, retirement, estate planning) * **Logic-driven**: can explain the math behind your recommendations * **Tech-Forward**: you view AI as a superpower. You are likely the person in your current firm who builds complex "Shadow Spreadsheets" because eMoney is too simplistic * Low ego * High agency * Anti-corporate ## This role is NOT for you if * You want to manage a traditional client book * You prefer stability and comfort over ambiguity and fast iteration * You prefer tools that already exist over building new ones * You believe human financial planners will be a critical component of financial planning in 10 years ## Why join Frame now? * **Impact**: Help 250+ customers achieve financial clarity in your first year * **Autonomy**: define the Source of Truth for a new category of software that will shape the trajectory of the planning industry * **Upside**: equity in a venture-backed moonshot at the ground floor The annual salary for this role is between **$138,000 - $190,000**. The actual compensation offered will be based on a variety of job-related factors, including relevant skills, education, and experience. This position also includes equity in CoinTracker and benefits like medical, dental, vision, 401(k), life insurance, and PTO. When applying, mention the word **CANDYSHOP** to show you read the job post completely.

Sr. User Researcher

CoinTracker

41 days ago

## Overview CoinTracker makes cryptocurrency portfolio tracking and tax compliance simple. CoinTracker enables consumers and businesses to seamlessly track their cryptocurrency portfolio, investment performance, taxes, and more. We are a globally distributed team on a mission to enable everyone in the world to use crypto with peace of mind. Learn more about our mission, culture, and hiring process. ## Some things we’re proud of - 🛠️ Building foundational tools in the cryptocurrency space - 📄 Over 1M tax forms generated - 💲 $80B+ in cryptocurrency is tracked on CoinTracker (~over 5% of the entire crypto market) - 🤝 Partnered with Coinbase, H&R Block, Intuit TurboTax, MetaMask, OpenSea, Phantom, Solana, and Uniswap - 🗺️ Founders: Jon previously built TextNow (200M downloads), Chandan was previously a product manager at Google & Google[x] - 💼 $100M+ venture capital raised from Accel, General Catalyst, Y Combinator, Initialized Capital, Coinbase Ventures, Kraken Ventures, Intuit Ventures, 776 Ventures, Balaji Srinivasan, Claire Hughes Johnson, Gokul Rajaram, Serena Williams, Zach Perret - 🌴 Awesome benefits ## Our Mission Scale CoinTracker’s research impact by conducting strategic research while building systems that democratize insights and enable the entire product organization to make evidence-based decisions with confidence. ## Your One Year Outcomes - **Strategic Impact**: Complete 8-10 org-wide strategic research initiatives (pricing optimization, persona development, international market entry, brand positioning) that directly influence company strategy - **Research Operations Foundation**: Build and launch research repository with highly-discoverable insights; establish research panels with engaged users across key segments - **Research Velocity**: Increase research throughput by enabling tactical research to be self-serve through templates, tools, and PM/designer enablement - **Cross-functional Integration**: Refine insights synthesis processes connecting research, data analytics, CX, and sales inputs ## What You Will Do - **Research Leadership (50%)** - Conduct strategic research initiatives that shape company direction - Partner with product teams on high-stakes decisions requiring research evidence - Synthesize insights across all customer touchpoints monthly - Present findings to executive team when needed - Build and evolve research roadmap aligned with company OKRs - **Research Operations (50%)** - Build and maintain research repository and insight management system - Create research templates and playbooks for common study types - Train PMs and designers on research methods through workshops and 1:1 coaching to maintain quality standards - Manage research tools and participant recruitment infrastructure - Measure and improve research velocity and impact metrics ## What We Look For - **Role-agnostic** - **Impact**: Demonstrated ability to drive business impact through research and systems - **Mission alignment**: Passionate about making crypto/fintech accessible to everyone - **Trust**: Intellectual honesty, low ego, challenges assumptions constructively - **Communication**: Translates complex findings into actionable insights for all audiences - **Role-specific** - 5+ years user research experience with a strong portfolio; comfortable in high-ambiguity, fast-paced environments - Expert qualitative interviewer; strong survey and quantitative skills and can pair research with product analytics/experiments - Delivers crisp, actionable insights and reusable artifacts (personas, frameworks) that teams actually use - Synthesizes signals from research, analytics, CX, and sales into cohesive direction for product - Has built or significantly improved research operations (repos, workflows, intake) with systems for tracking insight adoption/impact - Motivated to design and own new research operations systems on a growing product team to enable non-researchers to run safe, useful studies with clear guardrails - Fluent with modern research and analytics tools (e.g., Dovetail/UserTesting, survey + product analytics, Figma/Notion/Slack, AI tools for analysis/synthesis) - Fintech/crypto or DeFi experience is a strong plus ## Why CoinTracker? - **Mission-driven**: Enable everyone in the world to use crypto with peace of mind - **High impact**: Your research and systems will directly shape product strategy - **Unique role**: Rare opportunity to define both research practice and operations - **Growth**: Build and eventually lead a research team - **Partners**: Work with Coinbase, Intuit, OpenSea, and other industry leaders - **Team**: Collaborate with talented designers, PMs, and engineers who value research ## Our Values - **Obsess Over Users**: We deeply understand our users and build for their needs - **Inspire Trust**: We say what we believe and do what we say - **Think Long Term & Ship Today**: We balance strategic vision with rapid execution The starting salary for this position is between $140,000 - $175,000 USD. Candidate's location does not impact the posted salary range. The actual compensation offered will be based on a variety of job-related factors including relevant skills, education, and experience. This position also includes equity in CoinTracker and benefits like medical, dental, vision, 401(k), life insurance, and PTO. When applying, mention the word **CANDYSHOP** to show you read the job post completely.

Sales, Enterprise

CoinTracker

41 days ago

## **Overview** CoinTracker makes cryptocurrency portfolio tracking and tax compliance simple. CoinTracker enables consumers and businesses to seamlessly track their cryptocurrency portfolio, investment performance, taxes, and more. We are a globally distributed team on a mission to enable everyone in the world to use crypto with peace of mind. Learn more about our mission, culture, and hiring process. ## **Some things we’re proud of** - 🛠️ Building foundational tools in the cryptocurrency space - 📄 Over 1M tax forms generated - 💲 $250B+ in cryptocurrency is tracked on CoinTracker (~over 5% of the entire crypto market) - 🤝 Partnered with Coinbase, H&R Block, Intuit TurboTax, MetaMask, OpenSea, Phantom, Solana, and Uniswap - 🗺️ Founders: Jon previously built TextNow (200M downloads), Chandan was previously a product manager at Google & Google[x] - 💼 $100M+ venture capital raised from Accel, General Catalyst, Y Combinator, Initialized Capital, Coinbase Ventures, Kraken Ventures, Intuit Ventures, 776 Ventures, Balaji Srinivasan, Claire Hughes Johnson, Gokul Rajaram, Serena Williams, Zach Perret - 🌴 Awesome benefits ## **Your one year outcomes** - CoinTracker’s Enterprise is the product of choice for companies in the US - CoinTracker generates millions in ARR from companies seeking a crypto accounting solution ## **What you will do** CoinTracker Enterprise is growing 100% YoY. You will play an instrumental role in taking the business from 1 → n. In particular, you will: - Generate a strong pipeline of leads and help convert them into closed deals, leading the process E2E - Build relationships with key stakeholders in the market and at our prospective companies - Become a product expert and help customers use CoinTracker effectively; assist prospects through evaluation, onboarding, and on an ongoing basis - Channel the voice of our customers to our product team to shape our roadmap - Manage a strong team-member and drive his growth to the next phase ## **What we look for** ### Role-agnostic - **Impact:** Demonstrated ability to drive business impact - **Mission alignment:** Hungry and motivated about making progress towards our mission of *Enabling everyone in the world to use crypto with peace of mind*. - **Trust:** Say what you believe. Do what you say. - **Communication:** Able to clearly talk about the details and also zoom out to the bigger picture ### Role-specific We’re looking for a sales leader who thrives in ambiguity, takes full ownership of deals, and builds deep relationships that lead to meaningful partnerships. The ideal candidate will bring a mix of hustle, strategic thinking, and empathy for our partners. Here’s what success looks like in this role: ### 🔁 End-to-End Deal Execution - You’ve owned complex, multi-stakeholder sales cycles from start to finish — including pricing, negotiation, and contract execution - You balance long-term relationship-building with near-term revenue results - You take full ownership and act like a business owner, not just a deal owner ### 🧭 Hunter Mindset & Pipeline Management - You’re ambitious and creative in how you find and close new opportunities - You know what it takes to win a deal, and you bring strong strategic judgment to every target - You move fast and hustle — both externally with prospects and internally across teams - You use probability-of-win (pWin) thinking to focus your time and drive results - You influence stakeholders through clear storytelling and a deep understanding of the product, market, and customer needs ### 🤝 Relationship-Builder - You genuinely enjoy building deep, trusted relationships — not just transactional connections - You’re proactive in your outreach, even when there’s no immediate ask - You know how to stay top-of-mind with partners, and you’re skilled at maintaining strong industry relationships - You’re open to traveling (biweekly or monthly) to meet with partners across the U.S. and globally ### 🧠 Product Fluency - You’re comfortable collaborating with product and engineering to advocate for partner needs - You know how to run an effective demo that aligns with business outcomes - You bring a high-level understanding of how platforms, APIs, and features are built — and how to translate that for non-technical audiences ### Strong Management skills - You have a coaching mindset. You invest in developing skills, not just tracking quota - You set vision & goals: You set a clear and compelling vision and goals that points the team in a unified direction and is in alignment with cross-functional stakeholders - You have strong communication that is concise (written & verbal), facilitates the right conversations, enables skillful feedback delivery, and distills complex concepts and domain expertise into simple terms - You have strong decision making and problem solving skills ## **Compensation & Benefits** The first year on target earnings for this role is between $280,000 and $320,000. The actual compensation offered will be based on a variety of job-related factors including relevant skills, education, and experience. This position also includes equity in CoinTracker and benefits like medical, dental, vision, 401(k), life insurance, and PTO. *When applying, mention the word CANDYSHOP to show you read the job post completely.*