RDC.AI · 2 months ago
Director of Client Advisory
New York City, New York, United States
Full-time
Hybrid
Senior Level, Lead/Staff
$200K/yr - $275K/yr
10+ years expRich Data Co is a cloud native AI Decisioning company focusing on Business and Commercial Lending Institutions. The Director of Client Advisory plays a critical role in bridging the gap between business and technology, utilizing deep credit domain knowledge to solve complex credit problems and ensuring effective engagement with clients and prospects.
AnalyticsArtificial Intelligence (AI)Financial ServicesLendingMachine LearningSoftware
Responsibilities
Use your deep Business & Commercial Lending domain experience to build rapport with prospects and users of our platform and behave at the highest level when engaging with enterprise clients
Build content and messaging with videos, demos, etc. to show the world how awesome our solutions are
Assist with product demonstrations, RFP’s by utilizing your Lending expertise
Partner with sales to ensure they have everything they need to convert leads to sales
Enable meaningful engagement with prospects and existing customers
Work closely with the Delivery Team to ensure they clearly understand and communicate the details they need to turn customers visions into real life deployments
Act as the SME on delivery when required and showcase your world-class knowledge of Lending in Business and Commercial banking, specifically in the North America market
Leverage data, and lending industry experience to develop credit lending strategies, and actionable value-based decision science solutions
Gather, analyze, and document customer needs, to drive the demonstrated product capabilities, and drive future direction of the software platform
Align product understanding for internal teams
Identifying market problems and create stories, use cases, and solutions within Business and Commercial banking
Follow the Pragmatic Framework approach to product management and marketing particularly assisting / supporting the stages of Programs, Readiness, and Support
Qualification
Required
10+ years of Business and Commercial banking experience within North America
5+ years of experience in decisioning & decisioning/AI software in the context of Business & Commercial Lending
Experience in presenting to Senior Banking audiences including C-Suite in North America
Experience with product management and development methodologies
Financial services understanding and experience, ideally lending-focused within Business & Commercial Banking
AI, specifically Machine Learning, Agentic AI understanding or experience
Experience of leading teams across geographical regions and industries
Stakeholder management and negotiation skills
Work autonomously, in cross-functional team, and in virtual teams globally
Knowledge of product capabilities, features and roadmap
Ability to define, investigate and execute complex solution designs
Excellent written and verbal skills
Ability to travel within North America and to HQ in Australia (estimated 50% travel)
Preferred
Understanding of Enterprise software, Software as a Service, data integration, etc
Ability to position value and security of Cloud deployment
Sales Process Acumen and participation in opportunity planning
Solution configuration and demonstration, that meets customers environment and requirements
Ability to participate in outbound prospecting
Benefits
Competitive benefits package (80% of premiums paid by RDC.ai)
12 paid holidays
20 days PTO per year + 5 paid personal or sick days per year
Paid Maternity/Paternity leave
Company
RDC.AI
RDC AI Platform supports banks who serve business and commercial customers with decisioning and insights at a customer and portfolio level.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$47.49MKey Investors
Acorn CapitalBMY Group
2024-08-05Series B· $5.86M
2023-11-29Series B· $18.53M
2020-10-01Series A· $14M
Leadership Team
Ada Guan
CEO and Co-founder
Kevin Tham
Chief Information Security Officer
Recent News
IT Brief New Zealand
2025-10-19
2025-10-19
International FinTech
2025-06-30
Company data provided by crunchbase