Sales Associate
FP Alpha
Jordan Merchbaker has spent ten years building B2B SaaS go-to-market in financial services, mostly at startups where the commercial team shapes strategy while selling — positioning, value frameworks, campaign content, and enablement, refined against real buyer conversations rather than built in a vacuum. As a Sales Associate at FP Alpha, an AI platform that reads tax returns, estate documents, and insurance policies to surface planning insights, Jordan works at the intersection of sales, product, and marketing — helping make document-parsing AI feel explainable and trustworthy to a compliance-bound audience.
