Head of Engagement

ProSights, led by a team of industry veterans and cybersecurity/AI experts, is pioneering the creation of a secure AI ecosystem for the financial sector. Our enterprise search and workflow automation platform leverages decades of combined experience in finance, cybersecurity, and artificial intelligence to set new standards in the industry. Built with uncompromising security measures, our solution enables investment firms to harness cutting-edge AI technology while maintaining ironclad data protection and regulatory compliance. As we rapidly expand our team of seasoned professionals in NYC, we're poised to bring this mission-critical technology to more institutions.

Why Join Our Team of Experts?

• Pioneering AI safety: Collaborate with industry leaders to ensure responsible AI use in finance.
• Industry-leading security: Work alongside cybersecurity veterans on a platform that defines data protection excellence in financial technology.
• Impactful partnerships: Engage with top-tier financial institutions and regulatory bodies, leveraging our team's extensive network.
• Innovative solutions: Shape the future of secure, AI-driven financial operations with guidance from seasoned experts.
• Rapid growth: Experience fast-paced development in a crucial sector of fintech, led by professionals who've navigated industry transformations.

Responsibilities:

• Develop and execute comprehensive engagement strategies to drive adoption and maximize value of our AI-powered financial analytics platform
• Lead a team of customer success managers, ensuring high-quality support and strategic guidance for our financial institution clients
• Create and oversee implementation of best practices for onboarding, training, and ongoing client education
• Collaborate with product and AI teams to translate client needs into product enhancements and new features
• Design and implement metrics to measure client engagement, satisfaction, and platform ROI
• Develop strategies to increase user adoption and expand usage within existing accounts
• Work closely with sales and marketing to ensure seamless client experiences from prospect to long-term partner
• Cultivate executive relationships with key clients, serving as a trusted advisor on AI adoption in finance
• Lead initiatives to gather and analyze client feedback, driving continuous improvement of our engagement model
• Develop thought leadership content on AI in finance to position ProSights as an industry leader

Qualifications:

• Bachelor's degree required, MBA or relevant advanced degree preferred
• 10+ years of experience in customer success or account management, with at least 5 years in leadership roles
• Proven track record of driving customer engagement and retention in B2B SaaS, preferably in fintech or enterprise software
• Strong understanding of financial services industry and AI/ML concepts
• Excellent communication and presentation skills, able to engage effectively with C-level executives
• Experience implementing and managing CRM systems and engagement analytics tools
• Demonstrated ability to build and lead high-performing teams
• Strategic thinker with the ability to operationalize complex engagement strategies

Bonus:

• Experience working with AI/ML products or services
• Background in investment banking, asset management, or other relevant financial sectors
• Knowledge of change management methodologies for technology adoption in large enterprises
• Experience with secure enterprise software deployment and customer training in highly regulated industries
• Familiarity with data privacy regulations and their impact on client engagement strategies
• Track record of speaking at industry conferences or publishing articles on customer success or AI in finance
• Experience managing global engagement teams across multiple regions

Who We're Looking For?

• You're excited to learn from and contribute to a team of industry veterans and AI/cybersecurity experts.
• You thrive in fast-paced, innovative environments and are passionate about responsible AI in finance
• You're ambitious and eager to tackle the challenge of making AI both powerful and trustworthy under expert guidance.
• You're deeply curious about the intersection of AI, finance, and cybersecurity, and ready to dive into complex problems.
• You take ownership of your work and are comfortable navigating ambiguity while prioritizing security, in line with our team's high standards.
• You're collaborative, organized, and thoughtful, with a strong ethical compass that aligns with our experienced leadership.