tracking, risk assessment, and long-term planning Assess platform utilisation, identify risks to GRR, and drive corrective action Develop expertise in investment products, performance analytics, reporting workflows, and Sesame’s data structures Identify platform issues, data inconsistencies, and blockers to client optimisation; work with Support, Product Specialists, Product, and Engineering … scalable, AI-enabled Client Success function Requirements A minimum of 6 years of experience in SaaS Client Success, investment operations, financial product analytics, or a consultative FS role Strong understanding of investment products (equities, fixed income, funds, alternatives) and portfolio analytics Excellent analytical skills; strong Excel capability Experience in wealth ...