Client Engagement Lead
Core
Partner with private equity and venture capital firms to drive product adoption, provide proactive support, and translate client needs into actionable feedback for product teams.
Role type
Client Engagement Lead (Account Management)
Builds
FinTech data and analytics solutions for private markets
Domain
FinTech / Private Markets
Deliverable
product features
Required skills
Account management, client relationship management, product feedback synthesis, cross-functional collaboration, stakeholder management, project prioritization
Preferred skills
Microsoft Teams, Salesforce, Jira, Pendo, FinTech industry experience
Technologies
Microsoft Excel, Word, PowerPoint, Microsoft Teams, Salesforce, Jira, Pendo
Responsibilities
Partner with clients to understand needs and workflows; Provide constructive feedback to Product Management; Increase product adoption through proactive support; Collaborate with sales for meetings and demos; Manage multiple client tasks and deadlines
Seniority
Mid-level, hands-on IC
