Lead

🔥 8 minutes ago

🇺🇸 United States – Remote

💵 $170k - $195k / year

⏰ Full Time

🟠 Senior

👔 Executive

👻 Ghost score 0%

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AIO Logic

WebsiteLinkedInAll Job Openings

11 - 50 employees

💳 Fintech

☁️ SaaS

🏦 Banking

Fintech • SaaS • Banking

AIO Logic is an AI-enabled software company that provides end-to-end automation for commercial lending and structured finance. Its AXIS platform offers loan origination, loan servicing and accounting, loan management, syndicated loan structuring, and analytics/reporting to automate, integrate, and optimize commercial lending workflows. The company targets banks and credit unions, asset-based lenders, middle-market direct lenders, private debt funds, and SBA lenders, emphasizing rapid deployment, comprehensive visibility, and scale.

📋 Description

• Own the end-to-end client journey from onboarding and implementation through adoption, renewal, and expansion • Build and scale Client Success, Implementation, and Operations functions and multidisciplinary teams • Establish standardized implementation methodologies, project governance structures, playbooks, and risk-mitigation frameworks • Lead cross-functional teams through complex enterprise-scale implementations • Serve as executive sponsor for strategic accounts and align client goals with company outcomes • Create executive-level client reporting, including health scores, ROI analysis, and transformation roadmaps • Drive training, knowledge transfer, adoption programs, and industry transformation initiatives • Contribute to company-wide strategy and internal transformation projects • Develop operational plans, roadmaps, capacity forecasts, staffing plans, and hiring roadmaps • Manage cross-departmental dependencies, escalations, timelines, budgets, scope, and competing priorities • Establish KPIs, monitor operational health, conduct post-mortems, and implement actionable improvements • Manage budgets, track spending, forecast needs, and optimize resource allocation • Set expectations and success metrics for team leads, conduct reviews, provide feedback, and remove obstacles • Maintain data-driven reporting to leadership on risks, operational health, and client outcomes • Develop and maintain SOPs, protocols, dashboards, and tracking tools

🎯 Requirements

• 10+ years of experience in client success, program/project management, or operations leadership within enterprise SaaS or financial services environments, including 5+ years in a leadership or executive capacity • Demonstrated experience owning end-to-end enterprise client implementations and driving industry transformation initiatives • Deep industry knowledge of financial services and lending operations, such as commercial lending, structured finance, or asset-based lending • Advanced proficiency in financial management and budgeting • Mastery of capacity planning, including workload balancing and resource forecasting • Proven ability to build, mentor, and scale multidisciplinary teams spanning product, engineering, operations, SMEs, and client success • Exceptional organizational skills backed by systems thinking • Analytical mindset and data-driven decision-making • Ability to multitask and context-switch in a fast-moving environment • Proactive problem-solving ability • Ability to understand and implement complex SOPs, protocols, and regulatory or industry requirements • Executive-level communication and facilitation skills • Experience creating health scores, ROI analyses, and transformation roadmaps • Comfort managing through ambiguity and making decisions with imperfect information • Authorized to work in the United States; AIO Logic does not currently offer visa sponsorship • Experience with project management and business analytics platforms such as Asana, Jira, or Monday (preferred) • MBA or similar advanced business credential (preferred) • Experience building and scaling a client success or implementation function from the ground up (preferred) • Experience operating in regulated environments such as SOC 2, data privacy, security reviews, or audit support (preferred)

🏖️ Benefits

• Equal opportunity employer • Reasonable accommodations for qualified individuals with disabilities • Reasonable accommodations for individuals with sincerely held religious beliefs

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