Vice President of Member Experience – Remote

Job Description

Company: Finalis
Location: 100% Remote
Reports to: Chief Revenue Officer (CRO)
Role Type: Full-Time, Executive Leadership

About Finalis

Finalis is building the world’s greatest dealmaking platform for investment bankers globally. We are seeking a dynamic, experienced VP of Member Experience to lead the development and execution of a unified strategy that ensures every platform user has a seamless, efficient, and high-quality experience.

This leadership role spans front-end interactions, product innovation, technology, operations, and back-end support, driving alignment across all departments—including business, product, design, engineering, data, and shared services.

Key Responsibilities

Leadership & Strategy

• Define and execute the vision for the Banker Experience across go-to-market and product teams.
• Lead, enable, and grow high-performing teams that deliver exceptional member experiences.

Cross-functional Collaboration

• Partner with product, design, engineering, and data teams to deliver platform features that optimize usability.
• Align initiatives with strategic business objectives and overall platform vision.

User-Centric Focus

• Understand user needs and pain points; ensure platform tools and workflows enhance banker effectiveness.

Process, Systems & Policy Optimization

• Implement policies and best practices that streamline collaboration and support scalability.
• Continuously evaluate processes to improve customer experience.

Performance & Growth

• Set OKRs for banker experience initiatives.
• Measure, optimize, and report on satisfaction, platform adoption, and success metrics.

Innovation & Thought Leadership

• Drive innovative strategies aligned with the latest trends in SaaS and investment banking.
• Influence partnerships and integrations to enhance the Banker experience.

Qualifications

• 5+ years in Vice President-level leadership managing teams of 15+ employees.
• Proven Customer Success, Professional Services, or Delivery leadership in SaaS environments.
• Strong cross-functional collaboration skills across product, design, engineering, and data.
• Experience managing customer-facing engagements, issue resolution, and stakeholder communication.
• Operationally excellent, tech-savvy, and strategic thinker.
• Hands-on experience in project planning, budget/milestone control, and release planning.
• Effective coaching and leadership, fostering team development and achieving OKRs.
• Highly organized, execution-oriented, proactive, and adaptable to shifting priorities.

Bonus Skills:

• Bachelor’s or Associate’s degree in Engineering, Business, Computer Science, or related field.
• Experience managing revenue, renewals, expansions, or commissions.
• Strong time management and prioritization skills.
• Exceptional written and verbal English; ability to handle confidential information.

Perks & Benefits

• 100% Remote – work from anywhere.
• Competitive USD salary with high-speed internet allowance.
• Generous Paid Time Off plus 17 flexible days for personal or national holidays.
• Professional growth through Coursera e-learning platform.
• People Team Partner for career development and goal alignment.
• Buddy program and virtual team-building activities.
• Diverse, inclusive, and entrepreneurial culture.
• Paid family leave and optional benefits package (if applicable).

Why Join Finalis?

At Finalis, you’ll grow in a fast-paced, entrepreneurial startup environment, collaborating with diverse teammates worldwide. You’ll have the opportunity to shape the user experience, develop leadership skills, and push the boundaries of innovation in investment banking technology.

Finalis Values:

• Deliver with Integrity
• Dream Boldly
• Empower through Leadership
• Value Learning