Navigator Product Adoption Specialist
September 16
🇺🇸 United States – Remote
💵 $72k - $113k / year
⏰ Full Time
🟢 Junior
🌱 Product Adoption Specialist
🗽 H1B Visa Sponsor
Description
• Work directly with clients to drive Navigator engagements (client outreach, meetings, etc.) and results (client usage, transactions, and revenues) • Engage cross-functionally to communicate product needs and client feedback to appropriate teams (Account Management, Client Success, Product, Marketing, etc.)
Requirements
• Bachelor’s degree or equivalent • a minimum 2 years of applicable experience in capital markets/financial services or the financial technology industry • Preferred experience conducting cash flow forecasting for an RIA, Family Office or other Institution, particularly for portfolios with private funds, using either Excel or portfolio projection software • Highly organized self-starter who can innovate technical solutions for clients! • Excellent communication and interpersonal skills • Ability to quickly build relationships with clients and collaborate with internal teams • Understanding of portfolio management concepts/mathematics; CFA and/or CAIA designation is a plus
Benefits
• bonus • equity • benefits
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