Deployment Strategist
Own post-sale relationships for private equity and investment banking clients, leading onboarding, workflow design, renewals, and expansion. The role requires 1–3 years in relevant finance, strong modeling and valuation fluency, executive-level communication, and technical curiosity.
About the job
Responsibilities
- Own the post-sale relationship across a portfolio of 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 Mosaic platform.
- Partner with senior investment professionals to understand their strategy and identify where Mosaic 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 Mosaic’s roadmap based on real-world client feedback.
- Become a subject matter expert on the platform, private equity and investment banking workflows, and how Mosaic can drive better deal outcomes.
Requirements
- 1–3 years of experience in private equity, investment banking, or a related finance field.
- Strong command of financial modeling and valuation concepts, with the ability to speak credibly with deal professionals.
- Ability to synthesize customer feedback into actionable insights for product development.
- Exceptional communication skills and the ability to build trust and influence stakeholders across all seniority levels.
- Proactive problem-solving, technical curiosity, and a passion for innovation.
Compensation and Benefits
- Competitive base salary.
- Performance bonus tied to customer retention and account health.
- Early-stage startup equity package.
- Health, vision, and dental coverage.
- 401(k).
- Unlimited PTO.
- Team-building events and happy hours.
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Excel, Customer Onboarding, Workflow Design, Product Strategy, Customer Relationship Management, Renewals
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