Private Capital Client Partner (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Private Capital Client Partner (Fintech): Managing the customer journey for large, complex clients from late-stage sales through go-live, with an accent on technical discovery and operational solutioning. Focus on optimizing accounting processes, driving cross-functional conversion, and building long-term advocate relationships.
Location: Seattle, WA
Salary: $167,200 - $209,000
Company
provides an end-to-end ERP platform for private markets, connecting founders, investors, and limited partners through purpose-built software.
What you will do
- Partner with Go-To-Market teams during late-stage sales to increase win rates.
- Serve as a trusted advisor and advocate for complex clients from the sale through onboarding and go-live.
- Project manage the cross-functional conversion process from prior administrators to .
- Collaborate with R&D and Delivery teams to develop strategies for non-standard product or operational items.
- Build deep relationships with external decision-makers to ensure high user engagement and loyalty.
- Educate clients on product usage and recommended operational workflows.
Requirements
- 8+ years of Private Capital Accounting and Operational experience.
- Must be based in Seattle, WA.
- Proven ability to build and manage new customer account relationships.
- Experience assessing and optimizing operational and accounting best practices.
- Strong communication, facilitation, and negotiation skills.
- Strong data analysis and project management skills.
Nice to have
- Experience with AI tools and workflows, particularly Claude or similar LLMs.
- Prior experience working in Private Capital financial services.
Culture & Benefits
- Market competitive salary and equity for all full-time roles.
- Comprehensive benefits package.
- Opportunity to work in a fast-paced environment shaping the future of private market infrastructure.
- Inclusive work culture with a commitment to equal opportunity.
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