Deployment Strategist

Mosaic • New York City, NY

7d • Remote

About The Position

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.

Requirements

• 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.

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.

Benefits

• A competitive base salary
• A performance bonus tied to customer retention and account health
• An early-stage start-up equity package designed to create life-changing wealth when we win as a team
• Health, vision & dental coverage
• 401K
• Unlimited PTO
• Team building events & happy hours

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed