Platform Adoption Manager

Platform Adoption Manager

Dallas Hybrid

Up to $150,000 plus bonus

ShortList is recruiting for a Platform Adoption Manager for a specialist financial analytics firm with an established client base across the financial services sector.

The Platform Adoption Manager will own adoption across a growing suite of analytical platforms, act as the bridge between a specialist Financial R&D team and 400+ advisory clients, and ensure that powerful tools translate into measurable value for the institutions using them.

This is not a traditional product management or customer success appointment. We are looking for someone whose singular focus is getting platforms adopted, used, and loved, with the commercial instinct and client credibility to make that happen at senior levels.

Key Requirements for the Platform Adoption Manager

• 3 to 7 years in client success, implementation, or product adoption at a B2B financial technology company
  


• Direct experience onboarding financial institutions onto analytical or risk management platforms, with personal exposure to CFO or treasury-level stakeholders
  


• Strong working knowledge of ALM, interest rate risk, investment analytics, or balance sheet management. You do not need to build the models, but you must speak the language fluently
  


• Demonstrable experience converting users from legacy spreadsheet workflows to platform-based delivery
  


• Prior experience synthesising structured client feedback into prioritised product requirements for engineering teams
  


• Comfortable operating with significant autonomy in a small, fast-moving environment
  

Key Skills required for the Platform Adoption Manager

• Able to own an adoption metric end-to-end, including tracking active users, identifying lapsed accounts, and building structured rollout campaigns
  


• Capable of personally running demos, walkthroughs, and onboarding sessions using client data
  


• Experienced in creating training content, including quick-start guides and short video walkthroughs, to enable self-service onboarding at scale
  


• Confident in translating between technical R&D teams and non-technical client stakeholders
  


• Able to monitor platform usage data and identify where engagement drops off
  


• Skilled at capturing competitive intelligence and client feedback in a form that informs product roadmap decisions
  


• Bias toward action: When clients are not engaging, the instinct is to pick up the phone and deal directly
  

Ideally, we are looking for candidates from financial software platforms, bank and advisory firms, and risk and analytics vendors.

This Platform Adoption Manager role is based in Dallas, TX, on a hybrid basis, with a fully remote option available for the right candidate. You must be based in the DFW area or actively willing to relocate to be considered for the hybrid option.