Support client relationships - Serve as a key point of contact for assigned clients, helping build strong relationships with product users and decision makers, and ensuring their questions and needs are addressed.
Lead onboarding and training - Work closely with internal teams to coordinate a smooth client onboarding process, assist clients in getting up to speed with the product, and deliver training to help them derive value quickly.
Participate in client meetings - Help organize and prepare for regular client check-ins and reviews, track usage data, and support conversations that highlight how clients use Termgrid.
Monitor client activity - Keep an eye on client usage data and account health; understand and flag any issues or risks early; and work with the team to resolve them.
Work cross-functionally - collect client feedback, share ideas with Product, Sales, and Engineering teams, and advocate for improvements that make the client experience even better.
Put in place best practices - Help put in place best practices and procedures across both external and internal workstreams, helping shape a rapidly growing start-up and improve our processes, making use of your prior experience.
What We’re Looking For
Bachelor’s degree in Business, Finance, or a related field, plus 2-6 years of professional experience – ideally in investment banking, private credit, or private equity. Prior leveraged finance experience is a plus.
Alternatively, a Master's degree in Finance/Management or an MBA alongside relevant professional experience gained through a mix of full-time and internships.
A strong interest in capital markets and fintech.
Excellent communication and interpersonal skills; comfortable working directly with clients and cross-functional teams.
Organized and detail-oriented, with strong time management and multitasking abilities.
Proactive and reliable problem‑solver who can manage multiple projects in a fast‑paced, dynamic environment.
Eagerness to learn, take ownership of projects, and grow within a high-growth start‑up.