Director, Commercial Client Lifecycle

Grade Level (for internal use): 13

About the Team

The Regulatory & Compliance Commercial team focuses on driving growth and expanding our solutions to effectively address our customers' evolving needs. By prioritizing creativity and agility, we approach problems with an open mind and adapt to fast-paced environments, making informed decisions that enhance our effectiveness. Collaboration and a client-centric approach are fundamental to our culture, enabling us to work efficiently with stakeholders to deliver exceptional service and foster long-term partnerships.

Responsibilities

• Lead and manage client relationships by building strong rapport and understanding their unique needs and strategic goals, fostering long-term partnerships.
• Collaborate with cross-functional teams, including sales, marketing, and product development, to deliver customized solutions that effectively address client requirements and drive sustainable business growth.
• Identify and pursue new opportunities by leveraging market insights and client feedback to ensure competitiveness and responsiveness to industry trends.
• Track revenue against forecasts to provide an accurate performance representation, facilitating alignment with growth targets and enabling informed decision-making.
• Utilize creative problem-solving skills and demonstrate agility to address client challenges and swiftly pivot in response to changing market conditions, developing innovative strategies and solutions that enhance client satisfaction and improve retention rates while ensuring the organization remains adaptable and proactive.
• Lead workshops to gather business requirements, challenge working group members on solution implementation, and collaborate with project and product development teams to design effective solutions aligned with client needs and regulatory compliance across various customer segments.
• Explore ways to incorporate the latest technology and AI components to evaluate new and innovative solutions that address customer challenges across the client lifecycle and document solution processes.
• Manage existing technology solution strategy as well as evolve and identify how and why the product should evolve to meet both client and industry needs.

Requirements

• 5-7 years of experience in a product growth role within the financial services industry or software company, as well as clear understanding of product management framework.
• Hands-on experience with document management solutions, such as OCR, data extraction, LLMs, Natural Language Search capabilities, and more.
• Strong analytical skills to interpret market data and client feedback for informed strategic decision-making.
• Excellent communication and interpersonal skills, demonstrated through a track record of building and maintaining relationships with clients and colleagues.
• Proven ability to lead projects effectively and drive results in a collaborative environment.

Preferred Qualifications

• Growth Mindset: Embrace challenges and view failures as learning opportunities, consistently seeking ways to improve and innovate.
• Creativity and Agility: Approach problems with an open mind, generating unique solutions that align with client needs and market trends while exhibiting flexibility and adaptability in fast-paced environments to make informed decisions.
• Collaboration: Work effectively with internal and external stakeholders, fostering a culture of teamwork and shared success.
• Client-Centric Approach: Prioritize client needs to ensure exceptional service delivery and cultivate long-term partnerships.

Right to Work

This role is limited to persons with indefinite right to work in the United States.

Return to Work

Have you taken time out for caring responsibilities and are now looking to return to work? As part of our Return to Work initiative, Restart, we are encouraging enthusiastic and talented returners to apply, and will actively support your return to the workplace.

Pay

The anticipated base salary range for this position is $174,402 to $193,000. Final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses, and certifications. In addition to base compensation, this role is eligible for an annual incentive plan.

Benefits

• Health & Wellness: Health care coverage designed for the mind and body.
• Flexible Downtime: Generous time off helps keep you energized for your time on.
• Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
• Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
• Family-Friendly Perks: Benefits for partners and dependents, including best-in-class benefits for families.
• Beyond the Basics: Retail discounts, referral incentive awards, and other small perks.