Deployment Strategist

New York Cityfull timeOn Site

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Deployment Strategist at Mosaic · LumiJobs

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Mosaic Deployment Strategist at Mosaic manages post-sale relationships with private equity and investment banking clients, leading onboarding and renewal processes. The role involves bridging Mosaic’s platform capabilities with client workflows and influencing product development through client feedback.

Responsibilities

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.

Qualification

● Relevant Finance Background● Modeling & Valuation Fluency● Strategic & Analytical Thinker● Executive-Level Communicator● Builder MentalityWhy Join Mosaic?What’s in it for you?

Required

● Relevant Finance Background: 1-3 years of experience in private equity, investment banking, or a related finance field.
● Modeling & Valuation Fluency: Strong command of financial modeling and valuation concepts, with the ability to speak credibly with deal professionals.
● Strategic & Analytical Thinker: Able to synthesize customer feedback into actionable insights for product development.
● Executive-Level Communicator: Exceptional communicator with the ability to build trust and influence stakeholders across all seniority levels.
● Builder Mentality: A proactive problem-solver with technical curiosity and a passion for innovation.
Why Join Mosaic?
● 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.
What’s in it for you?

Benefits

Dental
Vision
401(k)
PTO
Equity/RSU
Annual Bonus

Company

Mosaic

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Source: ashby

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