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The Pre-Sales Manager will lead a team of 12, drive product evaluations, develop strategies for growth, and enhance cross-functional partnerships to achieve business goals.

Review expert call transcripts for material nonpublic or confidential information, document and escalate violations, perform regulatory and financial filing research, manage communications, and maintain accurate records and workflow data to support Tegus' compliance program in a fast-paced, time-sensitive environment.

Lead the design of mobile applications, create prototypes, collaborate with teams, conduct user research, and develop design strategies for iOS and Android platforms.

Review expert call transcripts to identify and document material nonpublic or confidential information, conduct due diligence using financial and regulatory sources, escalate non-compliance, manage related communications, and maintain accurate records and process data to improve operational efficiency in a fast-paced environment.

Update, build, and improve three-statement financial models for public companies; develop sector expertise and modeling standards; document best practices; support analysts, client service, training, and ad-hoc company research.

Support Customer Success Operations by building and maintaining CS metrics and reporting (NRR, GRR, renewal, usage KPIs), partnering cross-functionally on complex deployments, and executing strategic CS programs. Serve as a go-to resource for account-level context, QA reporting, and initiatives like CS platform and usage-based pricing. Influence stakeholders, manage multiple priorities, and translate data into actionable insights for CS leadership.

Lead Customer Success Operations to improve CS productivity and efficiency. Own metric definitions (NRR, GRR, renewal, usage KPIs), operationalize programs, support CS tooling and workflows (Salesforce, Gainsight, Clari, Gong, Tableau), build playbooks and reporting, resolve escalations, and partner cross-functionally to drive adoption, retention, and growth.

Lead Customer Success Operations roadmap execution, scale processes and tools, own CS metrics strategy and reporting, manage a Senior Analyst, act as senior escalation for operational issues, partner cross-functionally (Product, Sales, Finance, BI), and operationalize scalable playbooks and governance for CS programs and QBRs.

Lead forward-deployed engagements with hedge funds to scope and build bespoke AI applications using SuperAnalyst. Drive proof-of-value, define success criteria, build client relationships, run GTM demos, fine-tune models for investment workflows, and translate deployments into product roadmap improvements to increase adoption across accounts.

Lead forward-deployed engagements with private equity clients to build bespoke AI applications using SuperAnalyst. Scope proof-of-value, design AI use cases, drive adoption, calibrate custom skills, and translate client feedback into product roadmap improvements. Serve as the domain expert for investment workflows (research, modeling, valuation) and run demos that convert evaluations into committed deployments.