Key Responsibilities Manage relationships with enterprise and mid-market clients in financeDrive customer engagement, renewals, and upsell opportunitiesAdvise clients on integrating AI insights into investment workflowsCollaborate with Product, Sales, and Engineering to align on client needsUse analytics to improve adoption and reduce churnCapture feedback to inform product developmentWhat We re Looking ForMBA from a top-tier institution (mandatory)
- 1-2 years of post-MBA experience in financial services, consulting, or fintech
- Knowledge of capital markets, investment research, and financial modeling
- Strong communication skills and stakeholder management experience
- Analytical, hands-on, and comfortable in a fast-paced startup environment
- Familiarity with CRM, analytics, and customer success tools
Skills Required
Strong Communication Skills, Stakeholder Management, Crm, Product Development