Deployment Strategist

1 нед. назад

USAOnsite

Responsible for client onboarding, relationship management, and expansion in a private equity and investment banking context.

Обязанности

● Own the post-sale relationship across a portfolio of leading private equity and investment banking clients, from onboarding through renewal.
● Lead onboarding, training, and workflow design for new private equity and investment banking teams using the platform.
● Partner with senior investment professionals to understand their strategy and identify where can add deeper value.
● Own the renewal process end-to-end, proactively managing risk and identifying expansion opportunities by staying close to deal teams and their evolving needs.
● Collaborate cross-functionally with product and engineering to influence ’s roadmap based on real-world client feedback.
● Become a subject matter expert on the platform, private equity and investment banking workflows, and how can drive better deal outcomes.

Условия

● Be at the forefront of revolutionizing deal analysis and modeling for private equity and investment banking.
● Play a key role in shaping ’s product roadmap and influencing its growth.
● Collaborate with a team of top-tier professionals in finance and technology.
● Enjoy opportunities for career growth and leadership in a dynamic, fast-paced environment.
● Make a tangible impact by helping customers succeed and drive innovation in the industry.
● 🦷 Health, vision & dental coverage
● 💰 401K
● 🌴 Unlimited PTO
● 🚠 Team building events & happy hours
If you find yourself waking up every day seeking:
● To be challenged by your peers
● To grow your skillset in building technology businesses
● To experience the joys, learning opportunities, and growing pains of doing something completely new
● To have a shot at a generational wealth creation event
…then is definitely the place for you.
We're looking to hire people who take ownership, communicate openly, have an underdog mindset, and are excited to bring a totally new technology to an incredible industry. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you!

Другое

is the AI-driven deal modeling platform for private markets, used by leading investors and advisors including Warburg Pincus, Apollo, CVC, New Mountain, and Evercore . automates and standardizes core deal analyses – such as LBOs and DCFs – so investment teams can move faster, reduce spreadsheet risk, and spend more time on investment judgment.
’s platform combines deterministic, rules-based calculations with AI-powered ingestion and agentic workflows to generate replicable, audit-ready outputs that private equity, private credit, and investment banking teams can trust across billion-dollar deals.
is on a mission to build the AI-driven operating system for the world’s most sophisticated investors and their advisors. We’re growing quickly and are hiring across engineering, product, customer enablement, and go-to-market teams.
For those excited to sit at the intersection of high finance and technology, offers a rare opportunity to shape how the industry operates for decades to come.
Read more about our story:
● Bloomberg
● Financial Times
● NY Post
About the Role: As a deployment strategist on the Customer Experience team supporting ’s Private Equity and Investment Banking clients, you’ll be at the frontline of ’s growth – owning the post-sale relationship from onboarding through renewal, building long-term relationships with current clients, and uncovering opportunities to expand our footprint across the firm.
You’ll act as a trusted partner to deal teams, using your finance skillset to bridge ’s capabilities into real-world workflows, including mapping our platform to legacy Excel models at some of the world’s largest and most sophisticated firms.
This role blends relationship-building, strategic thinking, and product fluency – ideal for someone who loves staying close to the deal process but wants to be part of a technology-forward team reshaping how the industry works.
You know the old way because you've lived it – now help the best investors in the world leave it behind.
● Relevant Finance Background: 1-3 years of experience in private equity, investment banking, or a related finance field.
● Modeling & Valuation Fluency: Strong command of financial modeling and valuation concepts, with the ability to speak credibly with deal professionals.
● Strategic & Analytical Thinker: Able to synthesize customer feedback into actionable insights for product development.
● Executive-Level Communicator: Exceptional communicator with the ability to build trust and influence stakeholders across all seniority levels.
● Builder Mentality: A proactive problem-solver with technical curiosity and a passion for innovation.
This is a full-time position with:
● A competitive base salary ;
● A performance bonus tied to customer retention and account health – rewarding you for the long-term success of the relationships you own; and
● An early-stage start-up equity package designed to create life-changing wealth when we win as a team