Customer Lead
Core
End-to-end customer lead responsible for the full lifecycle of client engagements, from initial sales to live delivery and ongoing support, ensuring exceptional service and compliance outcomes for financial institutions.
Role type
Senior Customer Lead / Account Manager
Builds
Regulatory intelligence SaaS solutions for financial services
Domain
Financial Services / Regulatory Technology (RegTech)
Deliverable
client delivery
Required skills
Project management, client relationship management, regulatory technology implementation, stakeholder management, workshop facilitation, requirement elicitation, digital transformation, team leadership, cross-functional collaboration, offshore team management
Preferred skills
Risk and Compliance implementation experience, Agile/SCRUM methodology, JIRA, financial services regulations (MIFID II, FRTB, SFTR, EMIR, Dodd Frank, CSDR), consulting or technology vendor background in financial services
Technologies
JIRA, SaaS platforms
Responsibilities
Own the end-to-end implementation lifecycle including engagement, statements of work, delivery, and BAU transition; lead client-facing meetings and workshops to present status and demonstrate platform functionality; proactively identify and resolve issues to ensure service quality; work across legal, finance, and technology functions to meet client requirements; act as the voice of the client internally to influence the product roadmap; perform UAT testing of client releases.
Seniority
Senior, hands-on IC with leadership responsibilities
