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Lead enterprise sales for North American financial services accounts. Responsibilities include generating pipeline, developing executive relationships, selling complex automation solutions, closing new business, expanding existing accounts, coordinating specialists and alliance partners, and maintaining accurate forecasts. The role requires consultative solution-selling expertise, strong relationship management, quota ownership, and approximately 30–60% travel.

Leads alternative investment investor services operations and manages a high-performing team. Oversees investor onboarding, KYC/AML due diligence, reporting, capital calls, distributions, inquiry resolution, client relationships, regulatory compliance, service levels, performance metrics, process improvements, and automation initiatives. Represents investor services capabilities in client pitches and due diligence meetings while coordinating with fund accounting, legal, and compliance teams.

Lead enterprise sales for SS&C’s retirement solutions across the Western U.S. Build pipelines, acquire new clients, expand assigned relationships, conduct consultative selling, coordinate internal teams, address customer needs, manage territory performance, and achieve sales quotas. The role requires deep knowledge of the retirement ecosystem, preferably retirement recordkeeping technology, strong relationship-building skills, and experience selling to enterprise customers.

Leads 24x7 platform support operations, mentoring engineers and overseeing availability, incident response, observability, root-cause analysis, change control, security, and continuous improvement. Maintains Kubernetes and virtual-machine environments, Argo CD GitOps delivery, CI/CD pipelines, Terraform and SaltStack automation, monitoring, and deployment processes. Collaborates with product, development, and DevOps teams while performing hands-on platform engineering, production releases, troubleshooting, and responsible AI-assisted automation.

Leads product strategy, development, governance, and client support for the DBC Finance platform. Serves as the primary liaison among clients, executives, stakeholders, and development teams; gathers requirements, prioritizes enhancements, manages roadmaps and releases, validates product quality, conducts market research, and supports client adoption. Requires substantial finance, preferably municipal finance, expertise alongside product management and relationship-building capabilities.

Manage client queries, escalations, workloads, and service-level targets while meeting regulatory and quality standards. Improve processes, build collaborative relationships, maintain product and system knowledge, and follow risk and compliance procedures. The role requires call center experience, strong communication, administrative ability, confidence handling difficult conversations, and proficiency navigating multiple computer systems.

Own the ontology platform across ontology stewardship, reconciliation and validation rules, source-system connectors, data modeling, ETL/ELT pipelines, APIs, onboarding, and production operations. Translate business definitions into technical structures, maintain data quality and lineage, support users, troubleshoot incidents, and document platform processes. The role also requires hands-on use of AI coding agents to accelerate development and delivery.

Leads and grows a hands-on engineering team building an enterprise ontology platform. Owns architecture for APIs, data ingestion, mappings, graph or relational storage, configurable rules, validation, reconciliation, and production operations. Defines ontology models and drives source-to-ontology mapping, data quality, observability, testing, and CI/CD practices. Partners with data platform, business, governance, and compliance stakeholders while remaining involved in implementation and promoting AI-assisted development practices.

Participate in a 9–12 month sales development and readiness program preparing for a quota-carrying sales role. Prospect M&A professionals, build relationships, identify sales opportunities, communicate product value, conduct discovery, support revenue growth, use CRM strategies and sales methodologies, and assist with client events. The role includes structured training, mentoring, assessments, and hands-on exposure to sales processes, systems, products, and customer support.

Own the vision, roadmap, and delivery of an enterprise ontology platform. Translate business and regulatory needs into product requirements, manage engineering and foundational data platform dependencies, prioritize capabilities, and define success metrics. Partner with engineering, governance, compliance, and business stakeholders to develop ontology definitions, mappings, configuration workflows, and discrepancy-resolution processes. Shape platform strategy, communicate trade-offs, and coordinate business and technical delivery timelines.