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!
Responsibilities
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
Qualifications
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
Our Values
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
What We Offer
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.
