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Client Partners are highly responsive and action-oriented, collaborating closely with AI Strategy, Product, and Engineering teams as the tactical engine that executes against center of excellence strategies and collateral. This role is a blend of problem solver, project manager, product expert, and customer advocate - someone who can inspire adoption while rolling up their sleeves to ensure success at every step, particularly within the workflows of investment banks, private equity firms, hedge funds, and other leading financial institutions.
Job Responsibility:
Customer adoption & value realization
Product expertise
Problem solving & triage
Analytical insight
Relationship management
Commercial savviness
AI credibility
Requirements:
Meaningful experience in customer-facing enterprise SaaS roles (Customer Success, Account Management, or Consulting)
ideally with significant exposure to financial services customers or workflows
A strong ownership mindset
Distinctive analytical and problem-solving skills
Comfortable with large language models (OpenAI, Anthropic, Gemini, etc.), and eager to learn how they can transform workflows across investment banking, private equity, asset management, and related industries
Excellent relationship builder and communicator
Highly responsive, organized, and action-oriented
skilled at managing multiple priorities in a fast-moving environment
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