Own the full lifecycle of client onboarding and implementation projects from scoping to go-live. Act as the primary interface between clients and internal technical teams to translate business requirements into delivery briefs.
Own the full lifecycle of client onboarding and implementation projects from scoping to go-live. Act as the primary interface between clients and internal teams to translate business requirements into delivery briefs.
Drive pipeline growth for the DealForge solution by securing qualified demos with senior investment professionals at private capital firms. This involves highly personalized outbound email outreach, cold calling, and LinkedIn engagement targeting firms with $500M+ AUM.
Lead the product vision and 12-month roadmap for the Portfolio Monitoring area, translating complex institutional client needs into scalable product capabilities. Collaborate with Sales, Customer Success, and Engineering to drive product adoption and manage the go-to-market strategy.
