Related skills
data analytics onboarding erp📋 Description
- Close enterprise deals by supporting late-stage GTM teams
- Lead discovery with prospects to tailor operational/financial solutions
- Own onboarding and implementation as a trusted client advocate
- Coordinate handoffs across Sales, Product, Delivery, Support
- Manage conversions, including people, systems, and data migration
- Develop governance frameworks to manage risk and ensure accountability
🎯 Requirements
- 10+ years in Private Markets or Finance with relationship mgmt
- Proven ability to manage executive client relationships and onboarding at scale
- Track record delivering tech-enabled finance/operations transformations
- Strong stakeholder engagement and negotiating client operating models
- Data-informed with KPIs, health metrics, and ROI forecasting
- Executive presence to influence CFOs, CIOs, COOs and asset owners
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