Teams at Grant Street Group

Serve as the primary client contact for Southeast Florida, building deep partnerships for a SaaS financial transactions platform. Advocate for clients, translate needs to internal teams, proactively resolve issues, understand product/infrastructure/pricing, and travel (~50%) for on-site visits and events.

Analyze and reverse-engineer legacy tax data for conversion into TaxSys. Create data mapping specifications for developers, QA conversion results, investigate data issues, prepare data for customer training and verification, and guide clients through conversion decisions and go-live. The role also involves customer communication, project documentation, planning, time management, and potential project leadership.

Lead high-impact M&A, integration, partnership, and other complex cross-functional projects from planning through execution. Develop project plans, manage risks and dependencies, coordinate finance, legal, HR, product, engineering, operations, security, leadership, and external partners, and facilitate executive communications. Support due diligence, integration readiness, governance, and post-close execution while improving M&A processes and playbooks. The role requires independent leadership, stakeholder alignment, proactive problem-solving, and travel up to 35%.