Drive growth and streamline operations with synchronized data to fuel success at every stage of your investment journey.
SaaS • Financial Technology • Treasury • Data Warehousing • Middle-Office Services
June 3
🏢 In-office - Manhattan
Drive growth and streamline operations with synchronized data to fuel success at every stage of your investment journey.
SaaS • Financial Technology • Treasury • Data Warehousing • Middle-Office Services
• Partner with Sales Executives during client meetings • Support business development and new logo acquisition • Interact with clients and design solutions • Drive new product innovation and software development • Participate in demonstrations for prospective clients • Deconstruct client problems and design scalable solutions • Act as a primary point of contact for complex implementations • Provide updates on projects to senior stakeholders
• 7+ years of experience in client facing roles • Serve as a subject matter expert on private credit • Demonstrable track record of leading cross-functional projects • Good organizational skills and methodical mindset • Strong interpersonal skills • Strong understanding of private credit instruments • Knowledge of varied technology platforms
• year-end bonus • medical and prescription drug coverage • 401k contribution matching
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