The Senior Customer Education Manager will own the strategy, structure, and governance of the customer-facing content ecosystem. They will build repeatable frameworks for content creation and partner cross-functionally to ensure assets are accurate, scalable, and aligned with product messaging.
The Account Manager will own and grow a portfolio of existing customers by driving expansion revenue through upsells and cross-sells. They will collaborate with Customer Success and product teams to ensure high product adoption and conduct regular business reviews.
You will lead the discovery and delivery of AI transformation engagements by working directly with customers to identify and build practical AI-powered financial solutions. This involves designing, shipping, and evaluating AI agents and workflows while bridging the gap between customer needs and the internal product team.
You will deliver AI transformation engagements by building and deploying custom solutions, including AI agents and workflows, directly for customers. Additionally, you will own the deployment infrastructure, including integrations, monitoring, and security, while acting as a bridge between customer needs and internal product teams.
Lead and develop a team of Solutions Consultants to drive sales strategy and revenue targets while overseeing the end-to-end pre-sales engineering process. Collaborate with cross-functional teams to ensure effective solution positioning, product development input, and seamless customer implementation.
The Partnership Manager will source, close, and grow high-impact alliances with Private Equity firms to drive revenue and portfolio adoption. They will own the full partnership lifecycle and collaborate with internal teams to align initiatives with company-wide growth objectives.
Manage the full enterprise sales cycle from outbound-generated meetings to closing, while partnering with SDRs to optimize pipeline quality. Navigate complex buying committees within finance organizations to drive adoption and meet quarterly and annual sales targets.
The specialist will implement FP&A processes and data for clients while simplifying financial models and providing business analysis. They are responsible for building strategic relationships with finance executives to optimize reporting and budgeting outcomes.
Implement add-on modules and drive product adoption for existing customers as a technical expert. Collaborate with product, marketing, and operations teams to shape go-to-market strategies and improve customer outcomes.
