Post-Sale Deployment & Client Growth Strategist

mosaic; New York (NY); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health, vision & dental coverage

401K

Unlimited PTO

Team building events & happy hours

Job summary

Mosaic, the AI-driven deal modeling platform, is hiring a Deployment Strategist on the Customer Experience team in New York. You will own the post-sale relationship from onboarding through renewal, building long-term client partnerships and expanding Mosaic’s footprint across firms.

You’ll partner with deal teams and product/engineering to map Mosaic to legacy Excel models, translate client feedback into product direction, and help clients realize faster, more accurate deal outcomes in

Qualifications

• 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.

Responsibilities

• 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.

Skills

Finance background

Financial modeling

Strategic thinker

Executive communication

Builder mentality

Job description

Mosaic, the AI-driven deal modeling platform, is hiring a Deployment Strategist on the Customer Experience team in New York. You will own the post-sale relationship from onboarding through renewal, building long-term client partnerships and expanding Mosaic’s footprint across firms.

You’ll partner with deal teams and product/engineering to map Mosaic to legacy Excel models, translate client feedback into product direction, and help clients realize faster, more accurate deal outcomes in