1d ago

Client Solutions Lead

Dallas, TX

$120k-$160k / yearest.

full-timeseniorfinance

💼 About This Role

You'll serve as a client-facing functional expert translating reporting and workflow requirements into scalable solutions on Siepe's platform. You'll own requirements gathering and manage delivery prioritization across new and existing clients. This role directly impacts client satisfaction and long-term retention.

🎯 What You'll Do

  • Lead discovery sessions to gather and document functional requirements.
  • Translate business needs into functional specifications and delivery plans.
  • Configure standard and light-complexity reports and dashboards.
  • Coordinate with development on complex builds and integrations.

📋 Requirements

  • 5+ years in client-facing solutions or consulting in B2B fintech, SaaS, or managed services.
  • Experience with investment managers or alternative investment platforms.
  • Ability to translate business requirements into functional solutions.
  • Current authorization to work in the country without visa sponsorship.

✨ Nice to Have

  • Familiarity with Azure DevOps or Jira.
  • Experience configuring reports or dashboards.

🎁 Benefits & Perks

  • 💰 Competitive pay and great benefits
  • 🚀 Impactful work with sharp teammates
  • 📈 Career growth with real ownership
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