Deployment Strategist

📋 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.