Private Capital Client Partner

1 мес. назад

USASenior

Technical private capital industry and accounting expert ensuring successful customer experience and journey.

О компании

connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, ’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence.
’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, is shaping the future of private market infrastructure.
Together, is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. ’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital. 
For more information about our offices and culture, check out our careers page .

Требования

8+ years of Private Capital Accounting and Operational experience 
Experience with AI tools and workflows; familiarity with Claude or similar LLMs is a plus
Prior experience working in Private Capital financial services strongly preferred
Proven ability to build and manage new customer account relationships
Proven ability to assess, establish and optimize operational and accounting processes and best practices
Strong customer relationship skills and demonstrated ability to influence client change and work through difficult conversations 
Excellent communication, listening, facilitation, and negotiating skills
Proactive, action-oriented
Strong data analysis, organization, and project management skills
Ambitious, detail-oriented and self-starter with a proven track record of delivering results
Proactive, self-motivated and persuasive team player with innovative ideas to inspire customer loyalty and adoption
Consistent track record of highly-professional interpersonal skills in a fast paced, dynamic environment
Experience working cross-functionally across multiple teams and demonstrated ability to drive projects to completion
Diplomacy, tact and poise under pressure when working through customer issues
Comfortable operating in areas of uncertainty and educating yourself on areas where you lack a depth of knowledge

Условия

’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum cash compensation range for this role is:
$167,200.00 - $209,000.00 in Seattle, WA
Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.
Disclosures:
We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email. 
uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.
For information on our data privacy policies, see  Privacy ,  CA Candidate Privacy , and Brazil Transparency Report .
Please note that all official communications from us will come from an @.com or @- domain. Report any contact from unapproved domains to security@.com.

Другое

The Client Partner team is a new team at . We seek a technical private capital industry and accounting expert with exceptional client service and relationship skills to ensure a successful customer experience and journey from late stage sales through go live for our largest and most complex Clients.
As a Private Capital Client Partner, you’ll work to: 
Increase win rates through partnership with Go To Market teams during late stage sales
Demonstrate deep knowledge of and industry best practices and trends to complete operational and technical discovery and solutioning 
Serve as the Client’s trusted advisor and advocate from late stage sale throughout onboarding and parallel periods to eventual go-live
Ensure smooth transitions between all team handoffs with a consistent, trusted expert 
Partner with R&D and Delivery teams to develop a strategy and process for non-standard items via product or operational model
Ensure proper expectation setting and alignment across all internal and external stakeholders 
Project manage the cross functional conversion process from prior administrator to  
Create internal governance structures for proper internal status and escalation channels 
Have clear understanding of customer needs and help them maximize value from the platform/services ensuring strong user engagement
Educate the Client “the way” (product demos, recommended banks, etc.)
Ensure proper framework to manage net new product feature requests
Build deep relationships with external decision makers to enable them to be advocates
The Client Partner team is a new function reporting to the Head of Fund Administration Strategy designed to support ’s Upmarket and Private Capital growth.  
Using your deep technical, industry expertise and relationship skills, you will own the account strategy, solve problems, and improve customer engagement and loyalty. This role is cross functional requiring development of deep relationships across all areas of Go to Market (“GTM”), Delivery, R&D and the executive team to ensure positive client and business outcomes.