Deployment Strategist

Deployment Strategist

As a deployment strategist on the Customer Experience team supporting Mosaic's Private Equity and Investment Banking clients, you'll be at the frontline of Mosaic's growth owning the post-sale relationship from onboarding through renewal, building long-term relationships with current clients, and uncovering opportunities to expand our footprint across the firm.

You'll act as a trusted partner to deal teams, using your finance skillset to bridge Mosaic's capabilities into real-world workflows, including mapping our platform to legacy Excel models at some of the world's largest and most sophisticated firms.

This role blends relationship-building, strategic thinking, and product fluency ideal for someone who loves staying close to the deal process but wants to be part of a technology-forward team reshaping how the industry works.

You know the old way because you've lived it now help the best investors in the world leave it behind.

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 by staying close to deal teams and their evolving needs.

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.

Be at the forefront of revolutionizing deal analysis and modeling for private equity and investment banking.

Play a key role in shaping Mosaic's product roadmap and influencing its growth.

Collaborate with a team of top-tier professionals in finance and technology.

Enjoy opportunities for career growth and leadership in a dynamic, fast-paced environment.

Make a tangible impact by helping customers succeed and drive innovation in the industry.

This is a full-time position with:

A competitive base salary;

A performance bonus tied to customer retention and account health rewarding you for the long-term success of the relationships you own; and

An early-stage start-up equity package designed to create life-changing wealth when we win as a team

Health, vision & dental coverage

401K

Unlimited PTO

Team building events & happy hours