Product Specialist - B2B SaaS Fintech

Landytech’s Services Group consists of: 

• Client Success Management (CSM) 

• Client Delivery (CD) 

• Managed Financial Data (Data Operations) 

• Product Specialists (PS) 

• Support 

The purpose of the Services Group is to ensure clients achieve their objectives quickly and effectively, delivering fast time-to-value, strong adoption, operational efficiency, and long-term client retention and growth. 

The Product Specialist function is a key leverage point within the Services organisation, enabling scalable onboarding, advanced client workflows, product adoption, and operational efficiency. 

Product & Industry Expertise 

• Develop deep expertise across investment operations, portfolio analytics, reporting, performance, risk, cash management, private assets, allocations, and data workflows. 

• Gain and maintain comprehensive understanding of Sesame functionality, workflows, configuration options, and limitations. 

• Contribute to workshops, documentation, Academy content, and use-case libraries. 

Solution Design & Workflow Architecture 

• Design scalable client solutions aligned with operational requirements and best practices. 

• Translate business and technical requirements into scalable platform solutions. 

• Identify workflow optimisation opportunities. 

Internal Enablement & Knowledge Sharing 

• Enable Client Success, Client Delivery, Support, Sales, and Data Operations teams. 

• Build and maintain KBs, SOPs, UCLs, and Academy content. 

Client Enablement & Escalation Management 

• Deliver client-specific training and workshops. 

• Lead demonstrations and Proof of Concepts (PoCs), pre and post sales 

• Act as a senior escalation point for complex workflow issues. 

Product Feedback, Testing & QA 

• Act as a structured feedback channel to Product Management. 

• Perform testing of new functionality and releases. 

AI, Automation & Operational Efficiency 

• Leverage AI-driven tools and automation capabilities. 

• Identify workflows suitable for automation. 

• Reduce manual effort through reusable configurations and automation. 

Presales & Commercial Support 

• Participate in presales discussions and assessments. 

• Support upsell, cross-sell, and expansion opportunities. 

• Deliver relevant professional services engagements. 

• 4–7 years’ experience within investment operations, SaaS fintech, portfolio analytics, or related financial technology environments. 

• Strong understanding of investment products and asset classes. 

• Experience working with software platforms, workflows, and operational processes. 

• Strong analytical, communication, and problem-solving skills. 

• Experience or strong interest in AI, automation, and operational efficiency tooling.