Teams at InvestCloud, Inc.

Leads relationship management and client engagement strategy across major financial institution accounts. Oversees relationship managers and client success teams, drives retention, portfolio revenue growth, renewals, and account expansion. Acts as an executive advisor to C-level stakeholders, aligns product and delivery teams, resolves strategic issues, and advocates for client needs in product and go-to-market planning. Requires extensive financial services, leadership, complex sales, and B2B SaaS client management experience.

Owns consolidated financial reporting, enterprise financial modeling, forecasting, budgeting, variance analysis, and scenario planning. Partners with senior finance leaders, Accounting, and business teams to support strategic planning, management and Board reporting, and communications with owners and debtholders. Translates complex financial and operational information into business insights and maintains models covering P&L and cash flow.

Own and optimize CrowdStrike Falcon, build detection coverage across enterprise environments, automate threat detection and remediation, and lead technical incident response. The role manages MDR providers, analyzes diverse security logs, develops response playbooks, runs exercises, and leads detection and response engineers across the United States and India. Responsibilities include closing visibility gaps, containing incidents rapidly, communicating with leadership, and participating in on-call rotations.