Solutions Associate

United StatesRemoteFull-timemid

OtherAssociate

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Quick Summary

Overview

The Company Capital Markets Gateway LLC (CMG) is a capital markets-focused fintech transforming global equity capital markets (ECM) through data, technology, and connectivity.

Technical Tools

OtherAssociate

The Company

Capital Markets Gateway LLC (CMG) is a capital markets-focused fintech transforming global equity capital markets (ECM) through data, technology, and connectivity. As the preferred source for ECM analytics and the first network connecting the buy-side and sell-side for ECM workflows, we are committed to reshaping how capital markets operate. Founded in 2017 by a team of ECM practitioners, CMG has completed three successful fundraising rounds and is backed by a group of the world’s most prestigious financial institutions. The CMG platform is currently relied upon by 25 investment banks and 135 asset managers representing over $40 trillion in AUM. For more information, please visit www.cmgx.io.

The Role

The customer onboarding phase is the foundation of the customer journey. A great process accelerates product adoption and shortens the time to value for customers. Onboarding our clients is collaborative in nature, and as such this is an opportunity to build trust and develop a spirit of partnership. Doing right by our customers is a core CMG value, and we believe relentless customer focus defines our success.

We are looking for a skilled Solutions Associate to join the team. In this important role, you will be at the center of client engagement, product development, and sales, while driving CMG’s strategy and vision with our customers. A genuine interest in understanding the workflows and business domain of our customers is key. You will be supporting the largest financial institutions in the world!

Develop an in-depth understanding of our customers, their business domain, and workflows

Work collaboratively with customers and internal stakeholders from project inception through the go-live implementation

Support customers through the onboarding journey, serving as a point of contact for project and functional inquiries

Help build and execute detailed project plans to ensure the timely delivery of services and deliverables; produce weekly/monthly status reports

Document customer process flows, identify system gaps, and work with internal stakeholders to prioritize customer commitments and needs

Serve as a connector between our product development teams and our customers to ensure on-time delivery of system configurations and project go-live

Build trusting and meaningful relationships with product champions and key points of contact within each customer, and stay current on their needs

Lead multiple implementation projects and technical software deployments

Bachelor’s degree required; Finance, Economics or Engineering preferred

At least 2 years of experience in any of the following: solutions management/engineering, project management, product management, account management, sales/customer success, implementations

Demonstrated relationship-building skills with internal and external customers

Strong empathy for customers and passion for project management and organization

Exceptional communication skills with strong attention to detail

Independent – enjoys taking on new challenges and running with them

Naturally process-oriented and adept at managing time well

Relatable experience in the intersection of technology and customer enablement

Understanding of technical aspects of software implementation is a plus

We innovate with purpose

We focus on outcomes vs. output

We believe diverse and inclusive teams fuel innovation

We are humble yet candid

We do right by the customer

Comprehensive benefits program (Medical, Dental & Vision)  

Equity  

401k company match  

Flexible Spending & Health Savings Account 

Unlimited PTO 

Remote work environment 

Education reimbursement 

Continuous learning opportunities 

Life insurance 

Employee referral bonus 

Parental leave

CMG embraces our ongoing commitment to building a culture reflecting the people, perspectives, and passions it represents. We will accept nothing less than equity, inclusion, and belonging for all. With the only constant in life being change, we will always listen, learn, and improve for the betterment of our teams, customers, and communities. CMG is proud to be an Equal Opportunity Employer.