Deployment Strategist
MOSAICRemotely
onboardinginvestment bankingrenewalsfinancial modelingprivate equityrelationship managementproduct feedback
Job Description
📋 Description
- Own the post-sale relationship across private equity and investment banking clients, from
- Lead onboarding, training, and workflow design for new teams using the Mosaic platform.
- Partner with senior investment professionals to understand strategy and expand Mosaic’s value.
- Manage the renewal process end-to-end, identify expansion opportunities, and mitigate risk.
- Collaborate with product and engineering to influence the roadmap from client feedback.
- Become a subject-matter expert on Mosaic, PE workflows, and deal outcomes.
🎯 Requirements
- Relevant Finance Background: 1-3 years in private equity, investment banking, or related field.
- Modeling & Valuation Fluency: Strong financial modeling and valuation concepts.
- Strategic & Analytical Thinker: Ability to synthesize feedback into insights for product.
- Executive-Level Communicator: Excellent communication across seniority levels.
- Builder Mentality: Proactive problem-solver with technical curiosity.
🎁 Benefits
- Competitive base salary and performance bonus tied to retention.
- Early-stage startup equity package.
- Health, vision & dental coverage; 401K; Unlimited PTO; Team events & happy hours.
