Hybrid Solutions Architect

Posted 9 hours ago

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About the role

  • Solutions Architect managing client relationships and onboarding processes for TermGrid's private capital markets platform. Ensuring smooth client interactions and supporting multiple projects in a dynamic environment.

Responsibilities

  • Support client relationships - Serve as a key point of contact for assigned clients, helping build strong relationships with product users and decision-makers, and ensuring their questions and needs are addressed.
  • Lead onboarding and training - Work closely with internal teams to coordinate a smooth client onboarding process, assist clients in getting up to speed with the product, and deliver training to help them derive value quickly.
  • Participate in client meetings - Help organize and prepare for regular client check-ins and reviews, track usage data, and support conversations that highlight how clients use Termgrid.
  • Monitor client activity - Keep an eye on client usage data and account health; understand and flag any issues or risks early; and work with the team to resolve them.
  • Work cross-functionally - collect client feedback, share ideas with Product, Sales, and Engineering teams, and advocate for improvements that make the client experience even better.
  • Put in place best practices - Help put in place best practices and procedures across both external and internal workstreams, helping shape a rapidly growing start-up and improve our processes, making use of your prior experience.

Requirements

  • Bachelor’s degree in Business, Finance, or a related field, plus 2-6 years of professional experience - ideally in investment banking, private credit, or private equity. Prior leveraged finance experience is a plus
  • Alternatively, a Master's degree in Finance/Management or an MBA alongside relevant professional experience gained through a mix of full-time and internships
  • A strong interest in capital markets and fintech.
  • Excellent communication and interpersonal skills; comfortable working directly with clients and cross-functional teams.
  • Organized and detail-oriented, with strong time management and multitasking abilities.
  • Proactive and reliable problem-solver who can manage multiple projects in a fast-paced, dynamic environment.
  • Eagerness to learn, take ownership of projects, and grow within a high-growth startup.

Benefits

  • Remote-friendly flexibility with a high-performance, async-first culture
  • Work from home set up

Job title

Solutions Architect

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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