Deployment Strategist

About the Role

As a deployment strategist on the Customer Experience team supporting Mosaic’s Private Equity and Investment Banking clients, you’ll be at the frontline of Mosaic’s growth - owning the post-sale relationship from onboarding through renewal, building long-term relationships with current clients, and uncovering opportunities to expand our footprint across the firm.

You’ll act as a trusted partner to deal teams, using your finance skillset to bridge Mosaic’s capabilities into real-world workflows, including mapping our platform to legacy Excel models at some of the world’s largest and most sophisticated firms.

This role blends relationship-building, strategic thinking, and product fluency - ideal for someone who loves staying close to the deal process but wants to be part of a technology-forward team reshaping how the industry works.

You know the old way because you've lived it - now help the best investors in the world leave it behind.

Key Responsibilities

• Own the post-sale relationship across a portfolio of leading private equity and investment banking clients, from onboarding through renewal.
• Lead onboarding, training, and workflow design for new private equity and investment banking teams using the Mosaic platform.
• Partner with senior investment professionals to understand their strategy and identify where Mosaic can add deeper value.
• Own the renewal process end-to-end, proactively managing risk and identifying expansion opportunities by staying close to deal teams and their evolving needs.
• Collaborate cross-functionally with product and engineering to influence Mosaic’s roadmap based on real-world client feedback.
• Become a subject matter expert on the platform, private equity and investment banking workflows, and how Mosaic can drive better deal outcomes.

What We’re Looking For

• Relevant Finance Background: 1-3 years of experience in private equity, investment banking, or a related finance field.
• Modeling & Valuation Fluency: Strong command of financial modeling and valuation concepts, with the ability to speak credibly with deal professionals.
• Strategic & Analytical Thinker: Able to synthesize customer feedback into actionable insights for product development.
• Executive-Level Communicator: Exceptional communicator with the ability to build trust and influence stakeholders across all seniority levels.
• Builder Mentality: A proactive problem-solver with technical curiosity and a passion for innovation.

What’s in it for you?

• This is a full-time position with: A competitive base salary;
• A performance bonus tied to customer retention and account health - rewarding you for the long-term success of the relationships you own; and
• An early-stage start-up equity package designed to create life-changing wealth when we win as a team

Other Perks & Benefits

• Health, vision & dental coverage
• 401K
• Unlimited PTO
• Team building events & happy hours

If you find yourself waking up every day seeking

• To be challenged by your peers
• To grow your skillset in building technology businesses
• To experience the joys, learning opportunities, and growing pains of doing something completely new
• To have a shot at a generational wealth creation event
• …then Mosaic is definitely the place for you.

We're looking to hire people who take ownership, communicate openly, have an underdog mindset, and are excited to bring a totally new technology to an incredible industry. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We look forward to hearing from you!