Company Overview
Avantos AI is creating a new future of client relationship management, reimagined through an AI lens. We are building the industry’s first AI-native operating system for financial services, redefining how firms onboard clients, deliver advice, and manage core servicing workflows. Our platform unifies fragmented data, automates complex processes, and embeds intelligent decision-making across every step of the client lifecycle.
Backed by Bessemer Ventures and MIT’s investment arm, our team is composed of execution-driven, design-obsessed, product-led founders and leaders from Wharton, MIT, top design programs, and prior unicorn SaaS companies. We move fast, solve deep industry problems, and build technology that puts users back in control of their workflows.
If you love client impact, product design, complex problem solving, Avantos is where you will thrive.
About the Role
As the Principal of Client & Product Solutions, you will work directly with the industry’s most complex institutions to help them adopt Avantos AI, driving large-scale AI transformation across their organizations. Your role will help to define R&D for our company, providing critical inputs for continued product experimentation and iteration. This role requires a strategic mindset combined with the ability to act operationally.
Working hand in hand with engineers, you will translate real client needs into actionable product insights, guide solution design, and help optimize how our technology is deployed in the field. You will also play a central role in shaping the R&D roadmap by driving a tight feedback loop between clients and engineering, ensuring our products continue to evolve in ways that deliver meaningful, long term impact across the institutions we serve.
Responsibilities
Working in a pod structure with Engineering and Product counterparts, you will drive Enterprise and C-level client engagement, product success, and overall implementation of Avantos AI. Responsibilities will include:
- Client engagement - serve as the senior relationship leader for a major Enterprise client
- Product success - partner closely with pod teammates to inform roadmap priorities and lead AI solutioning
- Implementation: lead the end-to-end delivery of major client implementations
Minimum Qualifications
- 7-12 years’ experience in technology consulting or digital transformation at an Enterprise SaaS or Financial Services company
- Proven track record leading complex, multi-stakeholder implementations that involve interaction or collaboration with senior-level stakeholders
- Direct experience working cross-functionally with product and engineering leaders
- Fluent in product concepts, technical architectures, data structures, and system integrations
- Excellent communication and presentation skills, with ability to translate technical concepts into clear, concise solutions for both non-technical and executive audiences
Preferred Qualifications
- Educational background in engineering, computer science, information systems, or quantitative systems
Skills Required
- 7-12 years' experience in technology consulting or digital transformation at an Enterprise SaaS or Financial Services company
- Proven track record leading complex, multi-stakeholder implementations
- Direct experience working cross-functionally with product and engineering leaders
- Fluent in product concepts, technical architectures, data structures, and system integrations
- Excellent communication and presentation skills
What We Do
Avantos is the AI-native operating system for client management, powering how financial institutions onboard, service, and grow client relationships. Trusted by leading financial institutions, Avantos unifies fragmented systems into a shared layer of context, where AI agents turn data into continuous insight and execution.
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