Solutions Team Lead

Position Summary 

The Solutions Team Lead plays a vital role in driving client success. This position combines technical consulting, software design, and leadership of the solutions function. The Solutions Team Lead will interface with clients and internal teams, translating business requirements into actionable solutions and driving adoption of the Investortools’ software platform. They lead customized deployments, resolve advanced issues, and work cross-functionally to enhance user experience and business outcomes. 

Essential Duties and Responsibilities 

• Work directly with clients and internal stakeholders to understand business goals, gather requirements, and design solutions. 

• Proactively identify opportunities for workflow improvements and product adoption expansion. 

• Find opportunities to continue improving the standard Investortools software suite. 

• Document client requirements and translate them into clear technical specifications and proposals. 

Minimum Qualifications 

• 5+ years of proven success in driving client solutions 

• Expert knowledge of Investortools software suite and code base 

• Advanced working knowledge of the fixed-income market, with a strong focus on client-specific needs 

• Proven ability to work well under pressure, manage projects and meet deadlines while maintaining high-quality results

This is an exempt position anticipated to be between $120,000 and $150,000 annual salary based on experience and knowledge shown in the interview process.