Vice President of Member Experience – Global Investment Banking Platform Leader

Introduction to Finalis

Imagine being part of a revolutionary platform that is changing the face of investment banking. Finalis is on a mission to build the world's greatest dealmaking platform, and we are seeking an exceptional leader to join our team as the Vice President of Member Experience. As a key member of our leadership team, you will play a critical role in shaping the experience of our investment banker community, ensuring that every user feels supported and empowered to succeed. Our platform is designed to provide high-quality support to our users, and we are committed to delivering exceptional results.

About the Role

We are looking for a dynamic and experienced Vice President of Member Experience to lead the development and execution of a unified strategy that enhances the experience for investment bankers on our platform. This leadership role will oversee the end-to-end experience—from go-to-market strategies and client interactions with front-end teams, to product innovation, technology development, and operational efficiency with back-end teams. As the VP of Member Experience, you will collaborate across all departments—business, product, design, engineering, data, and shared services—driving alignment and ensuring that every aspect of the investment banker journey is seamless, efficient, and user-centric.

Key Responsibilities

• Leadership & Strategy: Lead and drive the vision for the Banker Experience, ensuring alignment across our go-to-market and product via customer success, product, design, engineering, data, and back-office operations to deliver a unified, high-impact user experience.
• Cross-functional Collaboration: Partner closely with product, design, engineering, and data teams to define, prioritize, and deliver platform features that optimize the banker experience and overall platform usability.
• User-Centric Focus: Understand the needs and pain points of bankers and ensure the platform's tools, workflows, and resources are tailored to enhance their effectiveness and efficiency.
• Process, Systems & Policy Optimization: Define and implement policies, processes, and best practices that foster smooth collaboration between teams, streamline the banker journey, and enable scalability as the platform grows. Constantly revisit processes to ensure a strong, efficient customer experience.
• Performance & Growth: Set clear Objectives and Key Results (OKRs) for Banker experience initiatives, ensuring continuous measurement and optimization to improve satisfaction, platform adoption, and overall success in the private capital markets.
• Innovation & Thought Leadership: Be a strategic thought leader within Finalis, ensuring that the Banker experience is innovative, forward-thinking, and aligned with the latest trends in both technology and investment banking, including influencing the type of integration and service partners we work with to augment our Banker experience.

Qualifications

To be successful in this role, you will need to have:

• At least 5 years of Vice President level leadership roles leading teams over 15 employees
• Experienced Customer Success & Delivery Leader: Proven leadership in Customer Success, Professional Services, or Delivery roles within SaaS organizations, with experience supporting thousands of global clients.
• Strong Cross-Functional Collaboration: Demonstrated success working across product, design, engineering, and data teams to deliver customer-centric solutions.
• Customer Engagement Expertise: Skilled in managing customer-facing engagements, resolving issues, and communicating effectively with stakeholders.
• Operational Excellence & Innovation: Passion for leveraging technology and innovation to solve business challenges, improve services, and drive operational outcomes.
• Strategic Business Acumen: Ability to translate complex market needs into actionable strategies that align with organizational goals and drive customer satisfaction.
• Delivery & Project Management: Hands-on experience in project planning, budget/milestone control, release planning, and leading high-performing delivery teams.
• Coaching & Team Leadership: Serves as a player-coach who can guide teams toward achieving OKRs while remaining open to feedback and new ideas.
• Execution-Oriented & Proactive: Highly organized, responsive, and effective at setting expectations, driving projects to completion, and maintaining a positive, ownership-driven mindset.

Bonus Track!

If you have the following, it's a plus:

• Associate's or Bachelor's Degree in engineering, business, computer science or related field
• Previous experience managing revenue, including renewals, expansions, or commissions
• Demonstrated time management and prioritization skills with an eye for continuous improvement
• Exceptional written and spoken English
• Ability to handle confidential information
• Ability to work swiftly with a high sense of urgency and be comfortable with shifting priorities and deadlines
• Flexible, patient, persistent, and team-spirited attitude

What We Offer

At Finalis, we offer a competitive compensation package and a range of benefits, including:

• 100% Remote work (Work from wherever you want!)
• Competitive USD salary
• High-Speed Internet expenses allowance
• Generous Paid time-off (Vacation Time!)
• Additional 17 Flex Days (to use in national holidays or personal matters)
• Professional Growth Benefits in our E-Learning Platform (Coursera) (take your skills to the next level!)
• People Team Partner (to target your roadblocks and customize an action plan for your career path)
• Buddy Program
• Virtual After-Office Activities
• Diverse Culture & Inclusive environment
• Benefits Package [if applicable]
• Paid Family Leave [if applicable]

Why Work with Finalis?

We are a fast-paced startup that will enable you to develop skills quickly and work in an entrepreneurial culture where pushing limits and taking risks is everyday business. As we have Finalists from different countries and cultures, we encourage our team members to develop their soft skills, boosting their ability to adapt themselves to different backgrounds.

Our Values

At Finalis, we are guided by the following values:

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

Diversity and Inclusion

Finalis provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities.

Conclusion

If you are a motivated and experienced leader looking to make a real impact in the investment banking industry, we encourage you to apply for the Vice President of Member Experience role at Finalis. Join our team and be part of a revolutionary platform that is changing the face of dealmaking. Apply now and take the first step towards an exciting and rewarding career with Finalis!