Director of Strategic Solutions (hybrid) jobs in United States
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Vertalo · 3 days ago

Director of Strategic Solutions (hybrid)

positionAustin, Texas Metropolitan Area
timeFull-time
remoteHybrid
seniorityMid Level
date3+ years exp

Vertalo is a company that specializes in compliant equity token issuance and manages over 100,000 investor accounts. They are seeking a highly motivated Director of Strategic Solutions to bridge client needs with internal capabilities, ensuring seamless operations and driving successful outcomes for strategic enterprise clients.

BlockchainFinancial ServicesFinTechSaaSSoftware
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H1B Sponsor Likelynote

Responsibilities

Partner with enterprise clients to understand their business and technical requirements
Translate client needs into actionable insights for the product and engineering teams
Deliver tailored software demonstrations and lead workshops to showcase capabilities and align solutions to client goals
Serve as a trusted advisor, helping clients optimize their use of our platform
Process trades, transfers, and related transactions for investors with accuracy and timeliness
Ensure compliance with internal policies, client agreements, and regulatory requirements
Identify and implement process improvements to streamline operational workflows
Lead the onboarding process for strategic enterprise clients, ensuring a smooth transition and successful implementation
Manage client accounts throughout their lifecycle, acting as the primary point of contact for escalations and strategic initiatives
Develop strong, long-term relationships with key stakeholders to drive client satisfaction, adoption, and retention
Build knowledge of Transfer Agency operations, regulations, and industry best practices
Leverage growing expertise to guide product development and operational decision-making
Apply subject matter knowledge to advise clients and ensure alignment with compliance and industry standards

Qualification

Client success managementSolutions managementTransfer Agency expertiseFinancial services experienceSoftware demonstrationsRelationship managementCommunicationDetail-oriented

Required

Bachelor's degree in Business, Finance, Technology, or related field (or equivalent experience)
2+ years (3+ for Director level) of experience in client success, solutions management, or operations within fintech or other SaaS
2+ years (3+ for Director level) of experience in financial services, at a broker-dealer, or at an RIA
Strong understanding of trading, transfers, or investor operations
Proven ability to gather and translate business/technical requirements into actionable solutions
Experience delivering software demonstrations and/or running client workshops
Excellent communication, facilitation, and relationship-management skills
Interest in developing subject matter expertise in Transfer Agency
Detail-oriented with the ability to manage multiple priorities in a fast-paced environment

Preferred

1+ year(s) experience at a Transfer Agent

Company

Vertalo

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Vertalo is a SaaS solution connecting and enabling the digital asset economy. It is a sub-organization of SeriesX.
dateFounded in 2017
location
Austin, Texas, USA
people-size11-50 employees
web-link
https://www.vertalo.com

H1B Sponsorship

Vertalo has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (2)

Funding

Current Stage
Early Stage
Total Funding
$7.75M
Key Investors
Sputnik ATX
2021-05-13Series A· $5M
2019-09-01Series A
2019-01-01Seed· $2.5M

Leadership Team

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William Baxter
CTO & Co-Founder
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Company data provided by crunchbase