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Rowspace

Finance-native AI platform for investment decisioning

AI Deployment Manager

Customer SuccessConfirmed live in the last 24 hours
Full-timeIn-person

About the Job

Requirements

  • The role requires 3–7+ years of experience, typically in finance (buy-side, sell-side, or fintech) or management consulting, including experience owning an ongoing client engagement.
  • Candidates need deep familiarity with finance workflows or the ability to learn quickly how investors conduct due diligence, build models, and make decisions.
  • Candidates should demonstrate high agency and the ability to resolve issues independently.
  • Candidates should be curious and detail-oriented, with an interest in deeply understanding customer workflows.
  • Candidates should be able to recognize patterns across customers and articulate their implications for the product.
  • Candidates need strong communication skills, including providing clear updates, leading productive quarterly business reviews, and engaging with chief technology officers or 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.
  • Represent the voice of the customer by synthesizing feedback and working directly with product and engineering to shape product direction.
  • Identify expansion opportunities and partner with account executives to close them.
  • Join late-stage deals to support smooth transitions, understand customers before contracts are finalized, and involve account executives when expansion opportunities emerge.
  • Build playbooks defining effective customer engagement at Rowspace.

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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