The Role
The Client Solutions Lead translates client requirements into solutions, manages reporting needs, and coordinates with teams to ensure client satisfaction and retention.
Summary Generated by Built In
Siepe is a fast-growing technology company headquartered in Dallas, TX – focused on helping investment managers turn complexity into clarity. We build software and data solutions that give hedge funds and financial services firms the visibility, speed, and confidence they need to make better decisions – faster.
Our platform delivers a unified source of truth that empowers our clients with real-time, actionable insights. We don’t just serve the industry – we help modernize it!
Siepe is profitable, privately held, and growing fast. We offer more than just competitive pay and great benefits—we offer the chance to do impactful work alongside sharp, driven teammates in a culture that rewards curiosity, initiative, and follow-through. Whether you come from finance, tech, or are charting a new path, you’ll find meaningful problems to solve, real ownership, and the momentum to grow your career with purpose.
The Client Solutions Lead is a client-facing functional expert responsible for translating client reporting and workflow requirements into practical, scalable solutions across Siepe’s platform. This role supports both new and existing clients, serving as a primary interface between clients, internal teams, and Professional Services Development.
The Client Solutions Lead owns requirements gathering, delivery prioritization, report configuration, documentation, and ongoing solution maintenance. For complex or custom builds, this role partners closely with Professional Services Development (PS Dev) to ensure accurate scoping, efficient execution, and successful delivery.
Clear, accurate, and timely reporting is critical to client confidence and decision-making. The Solutions Consultant ensures client requirements are well understood, appropriately prioritized, and delivered with consistency and quality. This role directly impacts client satisfaction, adoption, and long-term retention.
What You'll Be Doing
- Serve as a primary client-facing consultant for reporting, data, and interface-related needs.
- Lead discovery sessions to gather, clarify, and document functional requirements.
- Translate business needs into clear functional specifications and delivery plans.
- Manage client expectations around scope, timelines, and dependencies.
- Configure and maintain standard and light-complexity reports, dashboards, and interfaces within Siepe’s platform.
- Prioritize and manage delivery of client requests across multiple engagements.
- Coordinate with PS Dev on complex builds, custom reports, and advanced integrations.
- Validate deliverables against requirements and support client review and acceptance.
- Provide regular status updates to clients and internal stakeholders.
- Track open items, dependencies, and risks to ensure forward progress.
- Proactively identify and escalate scope changes, risks, or delivery concerns.
- Schedule and lead client calls related to reporting reviews, enhancements, and maintenance.
- Partner with PS Dev, Support, Product, Operations, Technology, and Relationship Management teams.
- Support onboarding efforts by ensuring reporting and interface requirements are properly captured and delivered.
- Align solutions with Siepe’s product standards and long-term platform strategy.
- Act as a functional bridge between technical and non-technical stakeholders.
- Create and maintain clear documentation for reports, interfaces, and client-specific configurations.
- Identify recurring client requests and opportunities for standardization or automation.
- Contribute to improvements in reporting workflows, templates, and delivery processes.
What You’ll Bring
- 5+ years of experience in a client-facing solutions, reporting, or functional consulting role within B2B financial technology, SaaS, or managed services.
- Experience working with investment managers or alternative investment platforms (CLOs, private credit, structured finance) strongly preferred.
- Strong ability to gather and translate business requirements into functional solutions.
- Experience configuring reports, dashboards, or data interfaces; comfort partnering with technical teams on complex builds.
- Excellent communication, organization, and stakeholder management skills.
- Ability to manage multiple client priorities simultaneously with attention to detail.
- Familiarity with tools such as Azure DevOps, Jira, or similar work management platforms is a plus.
- Must have current and ongoing authorization to work in the country of employment without the need for visa sponsorship, now or in the future.
What We Offer
At Siepe, we don’t just hire talent, we build performance-driven teams empowered by transparency, curiosity, and continuous growth. Our Total Rewards go beyond the basics: they’re designed to reward bold thinking, support personal development, and create space for meaningful connection whether you're growing your career, your skill set, or your impact.
Compensation & Financial Well-being:
- Competitive Compensation Packages, including Annual Performance-Based Bonuses
- 401(k) Retirement Plan with company match to support your long-term financial goals
- Employee Referral Program – earn rewards for helping us grow our talented team
Health & Insurance Benefits
- Comprehensive Health, Dental, Vision, and Life Insurance
- Flexible plans tailored to support individuals and families
Learning & Career Growth
- Annual investment in your Learning & Development goals
- On-the-job exposure to innovative technologies and financial strategies
- Growth opportunities in a collaborative, fast-paced environment that values continuous improvement
Time Off & Flexibility
- Flexible Time Off (FTO)
- Flexibility to recharge and maintain work-life balance
In-Office Perks & Culture
- Daily meal delivery allowance when working from the office
- Monthly Celebrations and Quarterly Offsite Events
- Annual Holiday Party to celebrate milestones and build team connection
- A vibrant, inclusive office culture that blends fun with purpose
Top Skills
Azure Devops
JIRA
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The Company
What We Do
Siepe is a public cloud managed services and data analytics provider designed specifically to address the technology needs of asset managers. We were built from the ground-up by experienced industry practitioners, using modular technology and flexible, well-formed data solutions. So whether you use our services as stand-alone or quickly integrate them with third parties, you can trust us to seamlessly apply institutional and regulatory best practices across your business.
Siepe's intuitive managed platform enables you to leverage data as an asset, creating order from disparate data sources, mitigating operational risk through investment transparency and optimizing efficiency through process visualization – allowing fund managers to discover strategic and actionable insights.
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