Executive Lead

Required

• 10+ years of experience in client success, program/project management, or operations leadership within enterprise SaaS or financial services environments, including 5+ years in a leadership or executive capacity.
• Demonstrated experience owning end-to-end enterprise client implementations and driving industry transformation initiatives.
• Deep industry knowledge of financial services and lending operations (e.g., commercial lending, structured finance, or asset-based lending) and the ability to apply that expertise to solve complex client and product challenges.
• Advanced proficiency in financial management and budgeting — able to build a budget from first principles, track actuals vs. forecast, and optimize spend.
• Mastery of capacity planning, including workload balancing, resource forecasting, and the ability to say "no" strategically.
• Proven ability to build, mentor, and scale multidisciplinary teams spanning product, engineering, operations, SMEs, and client success.
• Exceptional organizational skills backed by systems thinking, with a track record of high-quality work product and rigor.
• Analytical mindset — makes decisions based on data, creates metrics that matter, and uses data to drive behavior change.
• Ability to multi-task and context-switch in a fast-moving environment without losing focus on strategic goals.
• Proactive problem-solver — identifies issues early, proposes solutions, and drives implementation without waiting to be asked.
• Studious mindset — able to read, understand, and implement complex SOPs, protocols, and regulatory or industry requirements, and train teams on proper execution.
• Executive-level communication and facilitation skills; experience creating health scores, ROI analyses, and transformation roadmaps for client and internal stakeholders.