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About the Role
HEAD OF CLIENT OUTCOMES/SUCCESS needed! Player/coach. Mix of product, customer success and partnering with sales. Must have experience working with private markets firms, asset managers and ideally investment banks in a similar role.
Still waiting on full JD and comp but it should be around $175k - $200k base plus bonus/commission plus EQUITY.
Our client is the market leader in AI agents for deep work in financial services, transforming how professionals manage investment and credit prescreening and due diligence, risk monitoring, sustainability, and compliance.
More to come...
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