Avantos is the AI native operating system for client management, delivering a new operating layer with AI agents that power onboarding, servicing, and growth while fitting seamlessly into your existing technology stack. Backed by Bessemer.
About the role
Avantos AI is pioneering the future of client relationship management, transforming the industry through an AI-driven lens. We are building the first AI-native operating system for financial services, redefining the ways organizations onboard clients, deliver advice, and manage core servicing workflows. Our platform consolidates fragmented data, automates complex processes, and integrates intelligent decision-making into every stage of the client lifecycle.
What they're looking for
- 7+ years in a strategic advisory, sales engineering, or hybrid technical-partnership role at a B2B SaaS or fintech company, or equivalent experience in technology/management consulting or digital transformation work
- Running live product demos and answering technical or integration questions in real time
- Working or delivering into financial services, wealth management, or another regulated enterprise industry, or genuine curiosity about the space and a fast learning curve
- Owning complex enterprise engagements or strategic customer relationships from start to finish
- Working directly with and presenting to C-suite stakeholders at major financial institutions
- Communicating technical concepts precisely to both technical and non-technical audiences
More about this role
Avantos AI is pioneering the future of client relationship management, transforming the industry through an AI-driven lens. We are building the first AI-native operating system for financial services, redefining the ways organizations onboard clients, deliver advice, and manage core servicing workflows. Our platform consolidates fragmented data, automates complex processes, and integrates intelligent decision-making into every stage of the client lifecycle.
Backed by Bessemer Ventures and MIT's investment arm, our team unites execution-driven, design-focused founders and leaders from Wharton, MIT, leading design programs, and former unicorn SaaS companies. We are passionate about solving deep industry challenges and developing technology that empowers users to take control of their workflows. If you are driven by client impact, innovative product design, and tackling complex challenges, Avantos offers an environment where you will thrive.
Avantos is seeking a highly motivated and experienced Account Director to join our Go-to-Market team, owning the technical and solutions narrative for our most important enterprise financial-institution accounts from first call to signed...
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