SaaS Expertise Lead – IQ-EQ

SaaS Technology Lead

Job title: SaaS Expertise Lead

Firm: IQ-EQ

Job description: Firm DescriptionIQEQ is a preeminent service supplier to the choice asset trade. IQEQ works with managers in a number of capacities starting from hedge fund, personal fairness fund, and mutual fund launches; personal fairness fund administration; advisory agency set-up, regulatory registration and infrastructure design; ongoing regulatory compliance (SEC, CFTC, and 40 Act); monetary controls and operational help providers; compliance and operational associated initiatives and evaluations; and outsourced CFO/controller and administration providers to personal fairness fund investments – portfolio corporations, actual property belongings and power belongings. Our shopper base is rising and our present shoppers are partaking the agency throughout the spectrum of our providers choices.Job DescriptionUnbelievable development throughout MaxComply™ IQ-EQ expertise and the Asset Proprietor Options division has created the chance for a brand new joiner primarily based within the US (DFW or NYC space), to help IQ-EQ’s key goal of worthwhile natural development because the technical lead. Our presence spans the globe, and you may make certain of enjoying a key function in listening, understanding, and delivering revolutionary options to these organisations that want it most. You’ll study day by day, and we anticipate you to deliver your experiences to the desk.The function will proactively drive, direct, and develop regional development and consciousness surrounding the service choices. Measures in direction of this embrace, however is not going to be restricted to:

  • Contribute to and meet private quota of shopper and prospect in-person or distant conferences alongside business groups with the intention to drive income development by way of new signed contracts.
  • Detailed requirement gathering with preparation of latest draft charge proposals for assessment.
  • Carry resolve and options to prospect conferences throughout reside classes and coordinated follow-ups, together with demonstrations of the platform.
  • Configure SaaS platforms and perceive new shoppers’ necessities in preparation for go-live. Customise settings and workflows to ship finest in school design for customers.
  • Full common coaching and upskilling associated to wider IQ-EQ listed providers with the intention to ship prime quality significant help to staff members and prospects.
  • Preserve skilled and technical information and the flexibility to talk with confidence on topics surrounding monetary providers options compliance and portfolio monitoring in addition to the broader Asset Proprietor Options providers. Together with at a minimal, KYC/AML & worker conflicts administration, consolidated reporting, portfolio monitoring & funding accounting.
  • Proactive strategy establishing private networks, social media publications and occasion/convention attendance to drive an elevated model consciousness, elevating firm profile, and larger product recognition.
  • In a position to self-start with out supervision and work maturely to organise priorities that target income producing actions.
  • Frequently monitor world sector traits and full competitor evaluation and advocate modifications with suggestions delivered to wider staff members.
  • Seize all enterprise exercise in our centralised CRM for help and visibility of pipeline.
  • Contribute to business supplies, similar to brochureware and decks to finest match the necessities of the prospect. Serve shoppers by selling merchandise that meet buyer wants by way of finest in school market-facing collateral.
  • Preserve administration knowledgeable by submitting exercise and outcomes reviews, similar to each day name reviews, weekly work plans, and month-to-month outputs.
  • Contribute to broader staff actions outdoors of common tasks to perform associated outcomes as wanted.
  • Develop a consultative strategy to distinguish our providing vs competitors. Conduct market analysis, shopper and competitor evaluation to determine new enterprise alternatives
  • Guarantee goal market/sector consciousness and market intelligence to help new product growth & promotion


  • 3+ years in a comparable function, delivering SaaS expertise options with demonstrable observe report and / or a portfolio monitoring options supplier.
  • In a position to present strategies to appropriately qualify and prioritise new and present alternatives.
  • Self-confidence in negotiation
  • Extremely IT literate with skilled presentation expertise.
  • Eager curiosity to create and foster shopper relationships with key influential contact factors.
  • Excessive motivation for serving to shoppers and staff success.
  • Understanding of enterprise course of administration and optimisation, in addition to the precept of steady enchancment

Further DataFurther infoAll of your info will probably be stored confidential in response to EEO pointers.Wage: $70,000-$82,500

Anticipated wage: $70000 – 82500 per 12 months

Location: Dallas, TX

Job date: Fri, 22 Mar 2024 07:56:28 GMT

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