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Rowspace

Finance-native AI platform for investment decisioning

AI Deployment Manager

Customer SuccessConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • At least 3 years of experience, typically in finance (buy-side, sell-side, or fintech) or management consulting, with experience owning an ongoing client engagement.
  • Deep familiarity with finance workflows, or the ability to learn them quickly, including investors’ due diligence, modeling, and decision-making processes.
  • Ability to identify customer patterns and articulate their implications for product direction.
  • Ability to communicate clearly, provide productive quarterly business reviews, and engage effectively with CTOs and portfolio managers.

Responsibilities

  • Own post-sale customer relationships, including onboarding, adoption, expansion, and retention.
  • Develop expertise in customers’ workflows and how Rowspace fits into their day-to-day work.
  • Synthesize customer feedback and work with product and engineering teams to shape product direction.
  • Identify expansion opportunities and partner with account executives to close them.
  • Join late-stage deals to facilitate smooth transitions, understand customers before contracts are signed, and bring account executives back in when expansion opportunities emerge.
  • Build playbooks that define effective customer engagement.

Desired Qualifications

  • Direct experience in financial services is strongly preferred.

About the Company

Rowspace

Finance-native AI platform for investment decisioning

Rowspace is a financial-AI platform that helps large investment teams make better decisions by organizing both structured data (like models and spreadsheets) and unstructured information (memos, emails, legacy systems) into a finance-focused view. It works by connecting data from across a firm and running analyses inside the customer’s own environment, so proprietary information stays under the client’s control. The product integrates with tools like Excel and Microsoft Teams, and enables portfolio monitoring, review of historical deals, and optimization of credit books using AI tailored to finance. Rowspace differentiates itself by keeping data on the client side, offering a finance-native data model, and targeting enterprise asset managers with high-value contracts, rather than relying on cloud-only solutions. The company’s goal is to empower investment teams to extract precise insights from their own data and improve decision-making while maintaining data security and control.

Company size
11-50
Company stage
Series A
Total funding
$50M
Headquarters
San Francisco, CA
Founded
2024

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