Avantos AI
SaaS
Principal,Product&ClientSolutions
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“Principal, Product & Client Solutions at Avantos AI. Skills: product strategy, client solutions, digital transformation. The Principal, Product & Client Solutions will lead enterprise-scale AI transformations for sophisticated institutional clients, acting as the senior relationship leader and team lead. This role involves close collaboration with engineering and product teams to inform GTM strategy and product roadmap priorities, ensuring successful adoption and integration of Avantos AI soluti”
What You'll Achieve.
Ensure successful adoption and integration of Avantos AI solutions. Drive continuous improvement and innovation. Ensure products evolve to deliver sustained impact across institutional clients.
Industry & Context.
solution design
What They're Looking For.
Must Have
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. Grasp of product concepts, technical architectures, data structures, and system integrations. Exceptional communication and presentation skills, with the ability to clearly convey technical concepts to both technical and executive audiences.
Nice to Have
Educational background in engineering, computer science, information systems, or quantitative disciplines.
What You'll Do.
The Principal, Product & Client Solutions will lead enterprise-scale AI transformations for sophisticated institutional clients, acting as the senior relationship leader and team lead.
This role involves close collaboration with engineering and product teams to inform GTM strategy and product roadmap priorities, ensuring successful adoption and integration of Avantos AI solutions.
By fostering a continuous feedback loop between clients and engineering, the position will translate client needs into actionable insights and guide the design of tailored AI solutions.
How You'll Work.
Team & Collaboration
Collaborates within cross-functional pods that include Engineering and Product counterparts to inform the go-to-market (GTM) strategy and product roadmap priorities. Fosters a tight feedback loop between clients, engineering, and product to drive continuous improvement and innovation.
Communication Scope
presentation skills; technical communication
Process & Methodology
GTM strategy
Full Job Description
COMPANY OVERVIEW 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. Our platform consolidates fragmented data, automates complex processes, and integrates intelligent decision-making into every stage of the client lifecycle. Backed by Bessemer Ventures and MIT’s investment arm, our team unites execution-driven, design-focused founders and leaders from Wharton, MIT, leading design programs, and former unicorn SaaS companies. We are passionate about solving deep industry challenges and developing technology that empowers users to take control of their workflows. If you are driven by client impact, innovative product design, and tackling complex challenges, Avantos offers an environment where you will thrive. ABOUT THE ROLE As the Principal, Product & Client Solutions, you will collaborate directly with some of the industry’s most sophisticated institutions, leading enterprise-scale AI transformations and enabling clients to unlock the full potential of Avantos AI. Your position will be critical in shaping the company’s R&D agenda by providing essential insights that inform ongoing product experimentation and iteration. The ideal candidate will balance strategic leadership with hands-on operational skill. Working closely with engineers and product leaders, you will transform real-world client needs into actionable product insights, guide solution design, and optimize field deployment of our technology. By establishing a continuous feedback loop between clients and engineering, you’ll help steer the R&D roadmap and ensure our products evolve to deliver sustained impact across our institutional clients. RESPONSIBILITIES - Drive enterprise and C-level client engagement as the senior relationship leader and team lead fo
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