Product Specialist - B2B SaaS Fintech

Landytech; Greater London; Hybrid; GBP 70,000 - 100,000; Full time

Benefits offered by this job

Hybrid work style

Stock options

Private medical insurance with Bupa

Pension Plan with NEST

Cycle to Work Scheme and gym allowance

Office food & drinks, regular socials

Job summary

Landytech in London is seeking a Product Specialist to join its Services Group, driving onboarding, client workflows, and operational efficiency across investment operations and portfolio analytics. You will translate business and technical requirements into scalable platform solutions, design client workflows, and lead demonstrations and PoCs for pre- and post-sales.

The role offers hybrid working, a competitive compensation and stock options package, and a benefits program including private

Qualifications

• 4-7 years' experience within investment operations, SaaS fintech, portfolio analytics, or related financial technology environments.
• Strong analytical, communication, and problem-solving skills.
• Experience or strong interest in AI, automation, and operational efficiency tooling.

Responsibilities

• Develop deep expertise across investment operations, portfolio analytics, reporting, performance, risk, cash management, private assets, allocations, and data workflows.
• Gain and maintain comprehensive understanding of Sesame functionality, workflows, configuration options, and limitations.
• Contribute to workshops, documentation, Academy content, and use-case libraries.
• Design scalable client solutions aligned with operational requirements and best practices.
• Translate business and technical requirements into scalable platform solutions.
• Identify workflow optimisation opportunities.
• Enable Client Success, Client Delivery, Support, Sales, and Data Operations teams.
• Build and maintain KBs, SOPs, UCLs, and Academy content.
• Deliver client-specific training and workshops.
• Lead demonstrations and Proof of Concepts (PoCs), pre and post sales.
• Act as a senior escalation point for complex workflow issues.
• Act as a structured feedback channel to Product Management.
• Perform testing of new functionality and releases.
• Leverage AI-driven tools and automation capabilities.
• Identify workflows suitable for automation.
• Reduce manual effort through reusable configurations and automation.
• Participate in presales discussions and assessments.
• Support upsell, cross-sell, and expansion opportunities.
• Deliver relevant professional services engagements.

Skills

Investment ops

SaaS fintech

Portfolio analytics

Data workflows

AI and automation

Problem solving

Strong communication

Tools

Sesame platform

Job description

Landytech is on a mission to revolutionize the way that investment managers, asset owners and their advisors access asset information. Powered by Sesame, an industry-leading investment reporting platform, we are helping clients in over 15 countries make informed investment decisions and deliver insights faster.

The company is growing rapidly and it's an exciting time to join, having secured $12M in Series B funding in January 2023. In just four years, it has gone from two co-founders to a team of 115+ staff, with offices in London and Paris. At Landytech, we see diversity as our strength with a team from over 15 countries and 14 languages spoken.

Team & Role

Landytech’s Services Group consists of:

• Client Success Management (CSM)

• Client Delivery (CD)

• Managed Financial Data (Data Operations)

• Product Specialists (PS)

• Support

The purpose of the Services Group is to ensure clients achieve their objectives quickly and effectively, delivering fast time-to-value, strong adoption, operational efficiency, and long-term client retention and growth.

The Product Specialist function is a key leverage point within the Services organisation, enabling scalable onboarding, advanced client workflows, product adoption, and operational efficiency.

What We Are Looking For

Product & Industry Expertise

• Develop deep expertise across investment operations, portfolio analytics, reporting, performance, risk, cash management, private assets, allocations, and data workflows.

• Gain and maintain comprehensive understanding of Sesame functionality, workflows, configuration options, and limitations.

• Contribute to workshops, documentation, Academy content, and use-case libraries.

Solution Design & Workflow Architecture

• Design scalable client solutions aligned with operational requirements and best practices.

• Translate business and technical requirements into scalable platform solutions.

• Identify workflow optimisation opportunities.

Internal Enablement & Knowledge Sharing

• Enable Client Success, Client Delivery, Support, Sales, and Data Operations teams.

• Build and maintain KBs, SOPs, UCLs, and Academy content.

Client Enablement & Escalation Management

• Deliver client-specific training and workshops.

• Lead demonstrations and Proof of Concepts (PoCs), pre and post sales

• Act as a senior escalation point for complex workflow issues.

Product Feedback, Testing & QA

• Act as a structured feedback channel to Product Management.

• Perform testing of new functionality and releases.

AI, Automation & Operational Efficiency

• Leverage AI-driven tools and automation capabilities.

• Identify workflows suitable for automation.

• Reduce manual effort through reusable configurations and automation.

Presales & Commercial Support

• Participate in presales discussions and assessments.

• Support upsell, cross-sell, and expansion opportunities.

• Deliver relevant professional services engagements.

Skills & Expertise

• 4-7 years' experience within investment operations, SaaS fintech, portfolio analytics, or related financial technology environments.

• Strong understanding of investment products and asset classes.

• Experience working with software platforms, workflows, and operational processes.

• Strong analytical, communication, and problem-solving skills.

• Experience or strong interest in AI, automation, and operational efficiency tooling.

Our Benefits

• An opportunity to work in a fast growing fintech revolutionizing investment reporting

• Hybrid style of work/WFH allowed depending on role

• Competitive salary & stock options package

• Private medical insurance with Bupa for you and your family members

• Pension Plan with NEST

• Cycle to Work Scheme and gym allowance

• Office food & drinks, regular socials