Deployment Strategist

The role

You will own the post-sale relationship for private equity and investment banking clients from onboarding through renewal. You will lead onboarding, training, and workflow design while partnering with senior investment professionals to integrate the platform into their workflows.

What you will do

• Own the post-sale relationship across a portfolio of leading private equity and investment banking clients, from onboarding through renewal.
• Lead onboarding, training, and workflow design for new private equity and investment banking teams using the Mosaic platform.
• Partner with senior investment professionals to understand their strategy and identify where Mosaic can add deeper value.
• Own the renewal process end-to-end, proactively managing risk and identifying expansion opportunities.
• Collaborate cross-functionally with product and engineering to influence Mosaic’s roadmap based on real-world client feedback.
• Become a subject matter expert on the platform, private equity and investment banking workflows, and how Mosaic can drive better deal outcomes.

Required qualifications

• 1-3 years of experience in private equity, investment banking, or a related finance field.
• Strong command of financial modeling and valuation concepts.
• Able to synthesize customer feedback into actionable insights for product development.
• Exceptional communicator with the ability to build trust and influence stakeholders across all seniority levels.
• Proactive problem-solver with technical curiosity and a passion for innovation.

Benefits

• Health, vision & dental coverage
• 401K
• Unlimited PTO
• Team building events & happy hours

About the company

Mosaic is the AI-driven deal modeling platform for private markets, used by leading investors and advisors. The company is on a mission to build the AI-driven operating system for the world’s most sophisticated investors and their advisors.