The Role
Provide global client support for Termgrid's Portfolio product, manage client portfolio data and onboarding, produce usage insights for QBRs, maintain knowledge base, resolve client inquiries with Account Managers, and liaise with Product and Engineering on client-driven product improvements.
Summary Generated by Built In
Termgrid is rewriting the rules of private capital markets. We built the category-defining operating system for deal professionals — the platform where the world's most sophisticated private equity sponsors, lenders, and advisors manage every stage of their financing workflows.
Founded in 2019 by Dipish Rai (Harvard MBA, IIT, Columbia; ex-Providence Equity) and Vishal Singh (Columbia MS CS; ex-CTO Link3D, acquired by Nasdaq: MTLS), Termgrid has achieved what few fintech companies dream of: 4 of the top 5 global private equity firms trust us as their core technology partner. 1600+ institutions. 30,000+ professionals.
We've been named New Solution Provider of the Year at the PE Wire US Awards 2024, Secure Workflow Management Provider of the Year at the PE Wire US Awards 2025, and shortlisted for the PE Wire EU Awards 2026 and The Drawdown Awards 2025. This isn't a company finding its footing — this is a rocket that has already cleared the launchpad.
The $1.7 trillion private credit market is growing at breakneck speed. Every billion-dollar deal, every GP-LP relationship, every leveraged buyout in the pipeline is moving through workflows that were built for a different era. Termgrid is the platform that changes all of that — and we're just getting started.
What You’ll Do
- Global Client Support: Work as part of the Professional Services organization to support clients across the US, Europe, and Asia, ensuring a consistent and high-quality experience.
- Portfolio Management: Manage and maintain portfolio information for clients, ensuring data accuracy and accessibility through the Termgrid platform. Coordinate and oversee the data ingestion process to ensure smooth onboarding and updates.
- Client Insights & Reporting: Contribute to Quarterly Business Reviews (QBRs) by providing insights on client usage patterns, engagement metrics, and key feedback.
- Client Relationship Management: Work with Account Managers on client inquiries and issues related to Termgrid’s Portfolio product, ensuring timely resolution and proactive communication.
- Knowledge Management: Develop, maintain, and update internal and external knowledge base articles to enhance client enablement and internal operational efficiency.
- Cross-functional Collaboration: Partner closely with Product and Engineering teams to communicate client needs, provide feedback, and contribute to ongoing product enhancements.
What We’re Looking For
- A solid academic background with a degree in finance, business, economics, or a related field.
- 2-8 years of experience in leveraged finance, investment banking, capital market or private equity firmm or similar domain.
- You are passionate about delivering exceptional customer experiences and thrive on receiving a "wow" response from clients.
- Your attention to detail is outstanding; our clients are sophisticated investors, and building their trust is essential.
- You have a solid understanding of corporate and leveraged finance; terms like "term loan," "syndications," and "capital structure" resonate with you.
- You are systematic and methodical, consistently meeting your commitments and quickly identifying business opportunities.
- You have strong prioritization skills and can work across various time zones (US, EU, and Asia).
- Remote-friendly flexibility with a high-performance, async-first culture
- Work from home set up
Skills Required
- Degree in finance, business, economics, or related field
- 2-8 years experience in leveraged finance, investment banking, capital markets, private equity, or similar domain
- Solid understanding of corporate and leveraged finance (term loans, syndications, capital structure)
- Experience in client support, portfolio management, or professional services for B2B/SaaS products
- Strong attention to detail and ability to build trust with sophisticated investor clients
- Ability to prioritize effectively and work across US, EU, and Asia time zones
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The Company
What We Do
Termgrid is a category-defining operating system for deal professionals in private capital markets. The platform specializes in streamlining deal management and execution for private equity sponsors, lenders, and advisors, with a focus on private credit and direct lending. By centralizing workflows for origination, diligence, approval, closing, and portfolio management, Termgrid helps organizations improve efficiency and reduce execution risk.
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