Principal, Product & Client Solutions

About the Company

Avantos AI is pioneering the future of client relationship management, transforming the industry through an AI-driven lens. We are building the first AI-native operating system for financial services, redefining the ways organizations onboard clients, deliver advice, and manage core servicing workflows.

Responsibilities

• Drive enterprise and C-level client engagement as the senior relationship leader and team lead for major clients
• Collaborate within cross-functional pods that include Engineering and Product counterparts to inform the go-to-market (GTM) strategy and product roadmap priorities
• Lead the end-to-end implementation of major client deployments, ensuring successful adoption and integration of Avantos AI solutions
• Translate client needs into actionable insights, guiding the design of tailored AI solutions
• Foster a tight feedback loop between clients, engineering, and product to drive continuous improvement and innovation

Requirements

• 8–12 years’ experience in technology consulting or digital transformation within an enterprise SaaS or financial services environment
• Proven track record leading complex, multi-stakeholder projects involving senior-level stakeholder engagement
• Demonstrated success collaborating cross-functionally with product and engineering leaders
• Strong grasp of product concepts, technical architectures, data structures, and system integrations
• Exceptional communication and presentation skills

Preferred Qualifications

• Educational background in engineering, computer science, information systems, or quantitative disciplines