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Leads and grows a SaaS sales team and Global Capital Markets business. Responsibilities include recruiting and coaching sales talent, developing sales strategy, managing performance and forecasts, supporting client engagements, delivering sales enablement, optimizing CRM and sales processes, and collaborating with Product and Marketing to drive revenue growth.

The Senior Site Reliability Engineer ensures SaaS platforms remain reliable, performant, secure, and scalable. Responsibilities include building cloud infrastructure, implementing monitoring and alerting, automating operational runbooks and deployments, managing Infrastructure as Code, applying AI-powered observability and remediation, supporting Kubernetes and cloud networking, and leading incident triage and root-cause analysis during 24/7 on-call rotations.

Supports a portfolio of clients through proactive communication, issue resolution, onboarding, adoption campaigns, renewals, training coordination, and self-service enablement. Maintains CRM records, monitors client engagement and utilization, identifies retention or growth risks, and collaborates with internal teams to deliver consistent service. The role follows established playbooks while supporting high-volume client portfolios and peak-season financial reporting and proxy services.

Supports a portfolio of clients through proactive communication, issue resolution, onboarding, adoption campaigns, renewal preparation, training coordination, and self-service enablement. Monitors client engagement and utilization to identify retention risks and growth opportunities, maintains accurate CRM records, and collaborates with internal teams to deliver consistent service. The role supports high-volume client portfolios and seasonal financial reporting and proxy deadlines.

Develop and maintain dashboards, reports, scorecards, KPI solutions, and analytical models that provide business performance insights. Responsibilities include trend and root-cause analysis, forecasting, data validation, stakeholder requirements gathering, reporting automation, process improvement, documentation, and data quality governance. The role partners with cross-functional teams and communicates findings to technical and non-technical audiences.

Leads business performance analytics and reporting initiatives, developing Power BI dashboards, KPI frameworks, scorecards, forecasts, and actionable insights. Partners with business leaders to translate needs into reporting solutions, performs root-cause and trend analysis, validates data, establishes governance standards, and mentors analysts. The role combines hands-on reporting development, analytical problem-solving, performance measurement, and cross-functional initiative leadership.

Leads workflow strategy, process design, governance, documentation, standardization, and continuous improvement across Client Service & Delivery. Establishes process ownership, decision rights, KPIs, governance routines, and adoption plans; analyzes operational data to identify root causes and improvement opportunities. Facilitates workshops, develops training and executive materials, partners with analytics and technology teams, coaches stakeholders, and drives measurable operational outcomes across domestic and offshore teams.

Leads governance and orchestration for a workflow transformation portfolio, coordinating initiatives, pilots, roadmaps, vendor engagements, dependencies, resources, risks, and operational readiness. Develops portfolio dashboards, executive scorecards, status reports, and value-realization reporting. Facilitates prioritization, sequencing, investment, and trade-off decisions across cross-functional teams, while establishing governance standards, intake processes, reporting routines, and transformation operating rhythms.

Provides technical product support to global capital markets clients using proprietary document management, composition, and print workflow systems. Responsibilities include gathering requirements, configuring accounts and templates, troubleshooting data and formatting issues, resolving or escalating technical problems, training clients, preparing documentation, supporting upgrades and UAT testing, and providing product feedback. Requires third-shift availability, weekend and holiday work, strong communication and organization, and 5–6 years of relevant administrative or operational support experience.

Manage the ActiveDisclosure sales pipeline from prospecting and qualification through needs assessment, solution positioning, quoting, negotiation, and close. Build relationships with internal sales teams and client stakeholders, including C-suite buyers. Track opportunities and forecasts in Salesforce.com, coordinate technical implementation planning, and hand new clients to post-sale services. Sell enterprise software and services to finance and compliance teams, meeting or exceeding substantial annual quotas.