Solutions Architect
Own client onboarding and configuration for private markets software. Translate fund accounting and operations requirements into platform solutions while collaborating with Product and Engineering.
About the job
What You'll Do
- Support Client Implementations: Own onboarding and configuration work for a book of clients, with a focus on straightforward implementations and well-defined use cases. Partner with senior Solutions Architects on more complex or ambiguous cases.
- Translate Business Requirements: Conduct discovery with clients to understand their fund structures, workflows, and operational needs. Map those requirements to how Maybern's platform can be configured to meet them.
- Escalate and Collaborate: Bring harder edge cases to the team. Participate in collaborative problem-solving with teammates across Solutions Architecture, Product, and Engineering.
- Contribute to Enablement: Help develop internal resources on technical topics, including walkthroughs, models, and presentations that support the broader team.
- Partner with Product: Surface patterns from client work to inform product feedback and feature gap documentation.
Who You Are
- Fund/Finance Fluent: You have a solid foundation in fund accounting or private equity operations and can engage credibly with clients on their workflows and data models.
- Client-Facing and Clear: You communicate complex concepts clearly to both technical and non-technical audiences, and you're comfortable running client calls with guidance.
- Structured Problem Solver: You approach ambiguous situations methodically -- mapping out processes, identifying gaps, and working through solutions systematically.
- Collaborative by Default: You thrive in a team-based environment and are comfortable asking questions, sharing context, and building on others' work.
- Growth-Oriented: You're eager to take on more complexity over time and actively seek feedback to improve.
This Could Be a Great Fit If You…
- Have 6+ years of experience in fund accounting, fund administration, or implementation at a private markets software company or fund services firm.
- Have an undergraduate degree in accounting or finance; CPA is a plus.
- Are comfortable in Microsoft Excel and have exposure to fund accounting systems (Yardi, Investran, or similar).
- Have experience with complex investment structures and financial statements.
- Are curious about how AI tools can accelerate analysis and workflow -- and are already experimenting with them.
Benefits
- Comprehensive healthcare benefits: Maybern covers 100% of medical, dental, and vision premiums
- HSA & FSA plans
- Family-Friendly policies: Paid parental leave
- Flexible schedule
- Flexible PTO / sick leave
- WFH as needed to fit your needs
- 401k
Skills
Fund Accounting, Private Equity Operations, Excel, Yardi, Investran, Financial Statements, Client Discovery, Implementation, AI Tools
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