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Provides high-quality support to B2B fintech clients by troubleshooting inquiries, resolving complex issues, collaborating with Operations and Engineering, and escalating bugs. Owns client communication and issue resolution, maintains training and documentation, converts recurring problems into product feedback, and mentors junior support staff. The role is primarily onsite in New York City, with select Boston opportunities.

Build internal web tools and maintain data acquisition and processing pipelines for alternative investment data. Automate financial data extraction, apply traditional and generative AI processing methods, monitor automation quality, improve data accuracy and efficiency, maintain scripts, and troubleshoot errors while partnering across teams.

Generates and qualifies outbound and inbound sales leads across financial services markets. Conducts prospecting through email, phone, and LinkedIn; researches accounts; schedules meetings; maintains Salesforce pipeline data; supports campaigns, events, sales materials, and sales operations. Tracks performance metrics, improves outreach messaging, maintains sales tools, and collaborates with Sales, Marketing, and Operations to support the lead-to-deal process.

The Client Support Specialist will manage client inquiries, perform troubleshooting, coordinate with Operations and Engineering, and enhance user experience through effective communication.

Lead and develop a team of Account Executives to drive new ARR across financial services. Own team quota, forecast, and pipeline; coach on discovery, demos, outbound prospecting, and deal execution; run pipeline reviews and deal strategy; recruit and onboard talent; partner cross-functionally to unblock deals; and surface customer feedback to improve the product.

The Client Implementation Manager will lead a team to implement Arch for enterprise clients, drive project success, and ensure client satisfaction through collaboration and continuous improvement.