Lead complex customer onboardings from planning to successful production adoption.
Serve as a reliable escalation point for client questions and issues, ensuring timely resolution, clear communication and proper assessment of root causes and impact.
Coordinate across Product, Engineering, Support and Sales to ensure clear commitments and reliable delivery.
Understand client workflows, data requirements, operational constraints and regulatory expectations.
Support demos, RFPs, client workshops and service reviews with credible product and operational knowledge.
Identify recurring customer pain points and help turn them into product, process or tooling improvements.
What You Bring
Strong client-facing experience with financial institutions, ideally in SaaS, RegTech, market data or financial technology.