Delivery Lead

US Health Partners, LLC; Sydney; On-site; AUD 120,000 - 170,000; Full time

Benefits offered by this job

Autonomy

Premium office in Sydney CBD

Dual monitor workstation

5 weeks annual leave after 2 years

Job summary

Caruso is seeking a Delivery Lead in Sydney to run one fund services team end to end, serving fund managers with registry, investor services and fund accounting. You will own client relationships, set priorities, and drive on-time delivery while collaborating with data engineering, product engineering and internal tooling teams.

The ideal candidate is organized, detail-driven and client-focused, with 3+ years in a delivery role and a willingness to lead by example in a fast-growing AI-native

Qualifications

• 3+ years in a client facing delivery role such as project management, implementation, client services or consulting.

Responsibilities

• Be the day to day point of contact for every client your team serves.
• Run the team's daily standup and manage blockers.
• Plan and track work across distributions, statements, investor communications and registry events.
• Keep clients informed with proactive updates and escalate issues.
• Collaborate with data engineering to diagnose and fix data issues.
• Provide feedback to product engineering on improvements and fixes.
• Coordinate with internal tooling to build new tools for faster delivery.
• Document and maintain client-specific rules and checklists.
• Partner with Customer Success Managers on the commercial relationship.
• Work with Implementation to onboard new clients.
• Share learnings with other Delivery Leads to improve processes.

Skills

Client delivery

Organization

Attention to detail

Data/engineering liaison

Client confidence

Team motivation

Curiosity about AI

Job description

Caruso is the AI native fund administration platform for private markets. We replace legacy systems with modern software and integrated services, helping fund managers save time, impress investors and grow AUM.

Since launching just over two years ago, Caruso has grown to $100B+ in assets, 900+ funds and 80,000+ investors on the platform. We have completed our Series A and are looking for smart, ambitious people to help us build a global business.

Learn more at getcaruso.com.

Role summary

As a Delivery Lead, you will run one of our fund services teams in Sydney. Each team is a small, cross functional group of registry, investor services and fund accounting specialists that serves a set of fund manager clients end to end. You are the point of contact for every client in your team, and the project manager for the work the team does for them.

You will run the team's daily standup, set priorities, keep the team focused and motivated, and make sure the work gets done on time and right. You will work with our data engineering, product engineering and internal tooling teams to fix problems and help your team work better.

This is a new role. The best Delivery Leads are organised, detail driven and trusted by clients. They come to every meeting prepared, take the notes, put the actions in place and see them through.

What you'll do:

• Be the day to day point of contact for every client your team serves. Client requests, questions and changes come to you, and you decide who in the team picks them up.

• Run the team's daily standup: client needs, priorities and blockers for the day, with an owner for every blocker.

• Plan and track the team's work across distributions, statements, investor communications and registry events, so deadlines are met and nothing is missed.

• Keep clients informed with clear, proactive updates, and bring in the right people quickly when something goes wrong.

• Work with our data engineering team to diagnose and fix data issues.

• Work with our product engineering teams to feed back your team's ideas for improvements and fixes to the Caruso platform and our AI agent layer.

• Work with our internal tooling team to build new tools outside the Caruso platform that help your team move faster, be more accurate and deliver a better experience for clients and investors.

• Keep each client's business rules, processes and checklists documented and current, so the team runs the same way whoever is in.

• Partner with each client's Customer Success Manager, who owns the commercial relationship.

• Partner with Implementation to get new clients onboarded and set up from a services perspective.

• Work with the other Delivery Leads to share what works and improve how every team runs.

What we're looking for:

• 3+ years in a client facing delivery role such as project management, implementation, client services or consulting, ideally in SaaS, fintech or financial services.

• Strong organisation and follow through. You run a tight plan, keep good notes and close the loop.

• Detail driven and analytical. You are comfortable with spreadsheets and data, and you notice when a number or a process looks wrong.

• Technical enough to solve problems. You can work through an issue with a data or engineering team and explain the trade offs to a client, without needing to be an engineer.

• Confident with clients. You build trust quickly with fund managers, CFOs and operations teams, and stay calm under pressure.

• Someone people want to work with. You keep a team motivated and focused, and you lead by example.

• Curiosity for how AI and modern tooling can improve client outcomes and ways of working. We are building this into how we operate.

• A registry or fund administration background is a plus, but not required.

Benefits

• A role with genuine autonomy, impact and visibility inside a well funded, high growth business.

• Premium office space with a modern fit out in Sydney's CBD.

• New workstation package including a dual screen set up.

• 5 weeks annual leave after 2 years tenure, 6 weeks after 3 years.

• Unlimited sick leave.

• Extended parental leave
  Applicants must have the legal right to work in Australia. We are unable to provide visa sponsorship for this role.