Remote Otter LogoRemoteOtter

Vice President of Member Experience - Remote

Posted 2 days ago
Sales / Business
Full Time
USA

Overview

Finalis is looking for an extraordinary individual to manage our global core services teams and help build the world’s greatest dealmaking platform. This role will play a critical role in building teams to ensure that every platform user feels that they have been provided high quality support.

In Short

  • Lead and drive the vision for the Banker Experience, ensuring alignment across our go-to-market and product.
  • Partner closely with product, design, engineering, and data teams to optimize the banker experience.
  • Understand the needs and pain points of bankers to enhance platform effectiveness.
  • Define and implement policies and processes for smooth collaboration.
  • Set clear Objectives and Key Results (OKRs) for Banker experience initiatives.
  • Be a strategic thought leader ensuring innovation in the Banker experience.

Requirements

  • At least 5 years of Vice President level leadership roles leading teams over 15 employees.
  • Proven leadership in Customer Success or Delivery roles within SaaS organizations.
  • Demonstrated success in cross-functional collaboration.
  • Skilled in managing customer-facing engagements.
  • Passion for leveraging technology and innovation to solve business challenges.
  • Ability to translate complex market needs into actionable strategies.
  • Hands-on experience in project planning and leading delivery teams.
  • Serves as a player-coach guiding teams toward achieving OKRs.
  • Highly organized and effective at driving projects to completion.

Benefits

  • 100% Remote work.
  • Competitive USD salary.
  • High-Speed Internet expenses allowance.
  • Generous Paid time-off.
  • Additional 17 Flex Days.
  • Professional Growth Benefits in E-Learning Platform.
  • People Team Partner for career path customization.
  • Buddy Program.
  • Diverse Culture & Inclusive environment.
Finalis logo

Finalis

Finalis is a rapidly growing startup founded in 2020, dedicated to building the largest investment banking platform in the world. Based in San Francisco and New York City, Finalis operates as a fully-remote company, providing a comprehensive platform that enables securities brokers to navigate the complexities of regulatory compliance and deal management. The firm offers a white-labeled solution that supports various private market transactions, including mergers and acquisitions, capital raising, and private placements. With a mission to empower dealmakers, Finalis fosters a collaborative environment that encourages innovation and proactive problem-solving, all while promoting a diverse and inclusive workplace.

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