What you'll do

• Own day-to-day relationships with capital markets teams at major investment banks, from onboarding through ongoing usage.
• Become a true product expert across the full breadth of the platform, and teach customers to get the most from it.
• Respond to time-sensitive customer needs during live activity, where speed and accuracy both matter.
• Turn customer feedback into clear, prioritized input for our product team.
• Build the playbooks, processes, and tooling that will define customer success
• Identify expansion opportunities and help grow our footprint within each institution.

What you bring

• 2–5 years in corporate access, customer success, account management, or another client-facing role with demanding stakeholders.
• Poise and credibility with senior people at large financial institutions.
• Comfort with ambiguity and the judgment to make good calls without a manual.
• The ability to master a wide, deep product surface — we are a platform, not a point solution.
• Sharp written and verbal communication.
• High agency — you see what needs doing and you do it.

Nice to have

• Experience in capital markets, fintech, or financial services.
• Familiarity with equity issuance, corporate access, or the institutional investor landscape.
• Experience at an early-stage startup, especially building a function from scratch.