Client Solutions Senior Lead
Dallas, TX · On-site
... Dev, Support, Product, Operations, Technology, and Relationship Management teams. • Support ... Siepe is a cloud-managed services and data analytics platform that specializes in portfolio and ...
23 Siepe Product Development Jobs Hiring Near You
Client Solutions Senior Lead
Dallas, TX · On-site
... Dev, Support, Product, Operations, Technology, and Relationship Management teams. • Support ... Siepe is a cloud-managed services and data analytics platform that specializes in portfolio and ...
Client Solutions Senior Lead
Dallas, TX · On-site
Siepe is a fast-growing technology company headquartered in Dallas, TX - focused on helping ... Partner with PS Dev, Support, Product, Operations, Technology, and Relationship Management teams.
Quick apply
Client Solutions Senior Lead
Dallas, TX · On-site
Siepe is a fast-growing technology company headquartered in Dallas, TX - focused on helping ... Partner with PS Dev, Support, Product, Operations, Technology, and Relationship Management teams.
Sales Director
Houston, TX · On-site +1
$184K - $214K/yr
... development. What You'll Be Doing * Own and drive revenue growth across Siepe's SaaS and services platform. * Originate, qualify, and close complex multi-product opportunities. * Build and manage a ...
Quick apply
Sales Director
Houston, TX · On-site +1
$184K - $214K/yr
... development. What You'll Be Doing * Own and drive revenue growth across Siepe's SaaS and services platform. * Originate, qualify, and close complex multi-product opportunities. * Build and manage a ...
Sales Director
New York, NY · On-site +1
$184K - $214K/yr
... development. What You'll Be Doing * Own and drive revenue growth across Siepe's SaaS and services platform. * Originate, qualify, and close complex multi-product opportunities. * Build and manage a ...
Quick apply
Sales Director
New York, NY · On-site +1
$184K - $214K/yr
... development. What You'll Be Doing * Own and drive revenue growth across Siepe's SaaS and services platform. * Originate, qualify, and close complex multi-product opportunities. * Build and manage a ...
Sales Director
Dallas, TX · On-site +1
$184K - $214K/yr
... development. What You'll Be Doing * Own and drive revenue growth across Siepe's SaaS and services platform. * Originate, qualify, and close complex multi-product opportunities. * Build and manage a ...
Sales Director
Dallas, TX · On-site +1
$184K - $214K/yr
... development. What You'll Be Doing * Own and drive revenue growth across Siepe's SaaS and services platform. * Originate, qualify, and close complex multi-product opportunities. * Build and manage a ...
Sales Director
Dallas, TX · On-site +1
$184K - $214K/yr
... development. What You'll Be Doing * Own and drive revenue growth across Siepe's SaaS and services platform. * Originate, qualify, and close complex multi-product opportunities. * Build and manage a ...
Quick apply
Sales Director
Dallas, TX · On-site +1
$184K - $214K/yr
... development. What You'll Be Doing * Own and drive revenue growth across Siepe's SaaS and services platform. * Originate, qualify, and close complex multi-product opportunities. * Build and manage a ...
Sales Director
Dallas, TX · On-site +1
$184K - $214K/yr
... development. What You'll Be Doing * Own and drive revenue growth across Siepe's SaaS and services platform. * Originate, qualify, and close complex multi-product opportunities. * Build and manage a ...
Sales Director
Dallas, TX · On-site +1
$184K - $214K/yr
... development. What You'll Be Doing * Own and drive revenue growth across Siepe's SaaS and services platform. * Originate, qualify, and close complex multi-product opportunities. * Build and manage a ...
Siepe is a fast-growing technology company headquartered in Dallas, TX - focused on helping ... Production-grade safety - structured failure signaling and guardrails for operationally safe reruns.
Siepe is a fast-growing technology company headquartered in Dallas, TX - focused on helping ... Production-grade safety - structured failure signaling and guardrails for operationally safe reruns.
Sales Director
Houston, TX · On-site +1
$184K - $214K/yr
... development. What You'll Be Doing * Own and drive revenue growth across Siepe's SaaS and services platform. * Originate, qualify, and close complex multi-product opportunities. * Build and manage a ...
Sales Director
Houston, TX · On-site +1
$184K - $214K/yr
... development. What You'll Be Doing * Own and drive revenue growth across Siepe's SaaS and services platform. * Originate, qualify, and close complex multi-product opportunities. * Build and manage a ...
Senior Software Engineer (UI) - CLO Compliance
Dallas, TX · On-site
$128K - $160K/yr
Siepe is a fast-growing technology company headquartered in Dallas, TX - focused on helping ... Our Dallas team walks into the office every day and ships production features that didn't exist ...
Senior Software Engineer (UI) - CLO Compliance
Dallas, TX · On-site
$128K - $160K/yr
Siepe is a fast-growing technology company headquartered in Dallas, TX - focused on helping ... Our Dallas team walks into the office every day and ships production features that didn't exist ...
Sales Director
New York, NY · On-site +1
$184K - $214K/yr
... development. What You'll Be Doing * Own and drive revenue growth across Siepe's SaaS and services platform. * Originate, qualify, and close complex multi-product opportunities. * Build and manage a ...
Sales Director
New York, NY · On-site +1
$184K - $214K/yr
... development. What You'll Be Doing * Own and drive revenue growth across Siepe's SaaS and services platform. * Originate, qualify, and close complex multi-product opportunities. * Build and manage a ...
Siepe is a fast-growing technology company headquartered in Dallas, TX - focused on helping ... Partner with product, operations, and client-facing teams to translate integration requirements ...
Siepe is a fast-growing technology company headquartered in Dallas, TX - focused on helping ... Partner with product, operations, and client-facing teams to translate integration requirements ...
Siepe is a fast-growing technology company headquartered in Dallas, TX - focused on helping ... Production-grade safety -- structured failure signaling and guardrails for operationally safe ...
Quick apply
Siepe is a fast-growing technology company headquartered in Dallas, TX - focused on helping ... Production-grade safety -- structured failure signaling and guardrails for operationally safe ...
Siepe is a fast-growing technology company headquartered in Dallas, TX - focused on helping ... Production-grade safety - structured failure signaling and guardrails for operationally safe reruns.
Siepe is a fast-growing technology company headquartered in Dallas, TX - focused on helping ... Production-grade safety - structured failure signaling and guardrails for operationally safe reruns.
Senior Software Engineer (UI)
Dallas, TX · On-site
$128K - $160K/yr
Siepe is an AI-first development organization building an enterprise financial services platform ... Support production readiness: monitoring, logging, triage, and iterative UX/performance ...
Senior Software Engineer (UI)
Dallas, TX · On-site
$128K - $160K/yr
Siepe is an AI-first development organization building an enterprise financial services platform ... Support production readiness: monitoring, logging, triage, and iterative UX/performance ...
Senior Software Engineer (UI) - CLO Compliance
Dallas, TX · On-site
$128K - $160K/yr
Siepe is a fast-growing technology company headquartered in Dallas, TX - focused on helping ... Our Dallas team walks into the office every day and ships production features that didn't exist ...
Quick apply
Senior Software Engineer (UI) - CLO Compliance
Dallas, TX · On-site
$128K - $160K/yr
Siepe is a fast-growing technology company headquartered in Dallas, TX - focused on helping ... Our Dallas team walks into the office every day and ships production features that didn't exist ...
Senior Software Engineer (UI) - CLO Compliance
$128K - $160K/yr
Siepe is a fast-growing technology company headquartered in Dallas, TX - focused on helping ... Our Dallas team walks into the office every day and ships production features that didn't exist ...
Senior Software Engineer (UI) - CLO Compliance
$128K - $160K/yr
Siepe is a fast-growing technology company headquartered in Dallas, TX - focused on helping ... Our Dallas team walks into the office every day and ships production features that didn't exist ...
Senior Software Engineer (UI)
$128K - $160K/yr
Siepe is an AI-first development organization building an enterprise financial services platform ... Support production readiness: monitoring, logging, triage, and iterative UX/performance ...
Senior Software Engineer (UI)
$128K - $160K/yr
Siepe is an AI-first development organization building an enterprise financial services platform ... Support production readiness: monitoring, logging, triage, and iterative UX/performance ...
Senior Software Engineer (UI)
Dallas, TX · On-site
$128K - $160K/yr
Siepe is an AI-first development organization building an enterprise financial services platform ... Support production readiness: monitoring, logging, triage, and iterative UX/performance ...
Quick apply
Senior Software Engineer (UI)
Dallas, TX · On-site
$128K - $160K/yr
Siepe is an AI-first development organization building an enterprise financial services platform ... Support production readiness: monitoring, logging, triage, and iterative UX/performance ...
Lead SQL Developer
Dallas, TX · On-site
Siepe is a fast-growing technology company headquartered in Dallas, TX - focused on helping ... Partner with product, operations, and client-facing teams to translate integration requirements ...
Lead SQL Developer
Dallas, TX · On-site
Siepe is a fast-growing technology company headquartered in Dallas, TX - focused on helping ... Partner with product, operations, and client-facing teams to translate integration requirements ...
Siepe Jobs Information
What are the most popular job types at Siepe?
What are the most popular jobs at Siepe?
What are the most popular categories at Siepe?
Job description
Job Summary:
Siepe is a fast-growing technology company headquartered in Dallas, TX, focused on helping investment managers turn complexity into clarity. The Client Solutions Senior Lead is a client-facing functional expert responsible for translating client reporting and workflow requirements into practical, scalable solutions across Siepe’s platform, ensuring client satisfaction and retention.
Responsibilities:
• Serve as a primary client-facing consultant for reporting, data, and interface-related needs.
• Lead discovery sessions to gather, clarify, and document functional requirements.
• Translate business needs into clear functional specifications and delivery plans.
• Manage client expectations around scope, timelines, and dependencies.
• Configure and maintain standard and light-complexity reports, dashboards, and interfaces within Siepe’s platform.
• Prioritize and manage delivery of client requests across multiple engagements.
• Coordinate with PS Dev on complex builds, custom reports, and advanced integrations.
• Validate deliverables against requirements and support client review and acceptance.
• Provide regular status updates to clients and internal stakeholders.
• Track open items, dependencies, and risks to ensure forward progress.
• Proactively identify and escalate scope changes, risks, or delivery concerns.
• Schedule and lead client calls related to reporting reviews, enhancements, and maintenance.
• Partner with PS Dev, Support, Product, Operations, Technology, and Relationship Management teams.
• Support onboarding efforts by ensuring reporting and interface requirements are properly captured and delivered.
• Align solutions with Siepe’s product standards and long-term platform strategy.
• Act as a functional bridge between technical and non-technical stakeholders.
• Create and maintain clear documentation for reports, interfaces, and client-specific configurations.
• Identify recurring client requests and opportunities for standardization or automation.
• Contribute to improvements in reporting workflows, templates, and delivery processes.
Qualifications:
Required:
• Bachelor’s degree in Business, Finance, or a related field
• 5+ years of experience in a client-facing solutions, reporting, or functional consulting role within B2B financial technology, SaaS, or managed services
• Strong ability to gather and translate business requirements into functional solutions
• Experience configuring reports, dashboards, or data interfaces; comfort partnering with technical teams on complex builds
• Excellent communication, organization, and stakeholder management skills
• Ability to manage multiple client priorities simultaneously with attention to detail
• Must have current and ongoing authorization to work in the country of employment without the need for visa sponsorship, now or in the future
Preferred:
• Experience working with investment managers or alternative investment platforms (CLOs, private credit, structured finance) strongly preferred
• Familiarity with tools such as Azure DevOps, Jira, or similar work management platforms is a plus
Company:
Siepe is a cloud-managed services and data analytics platform that specializes in portfolio and data management for asset managers. Founded in 2012, the company is headquartered in Dallas, USA, with a team of 51-200 employees. The company is currently Growth Stage.
Siepe is a fast-growing technology company headquartered in Dallas, TX, focused on helping investment managers turn complexity into clarity. The Client Solutions Senior Lead is a client-facing functional expert responsible for translating client reporting and workflow requirements into practical, scalable solutions across Siepe’s platform, ensuring client satisfaction and retention.
Responsibilities:
• Serve as a primary client-facing consultant for reporting, data, and interface-related needs.
• Lead discovery sessions to gather, clarify, and document functional requirements.
• Translate business needs into clear functional specifications and delivery plans.
• Manage client expectations around scope, timelines, and dependencies.
• Configure and maintain standard and light-complexity reports, dashboards, and interfaces within Siepe’s platform.
• Prioritize and manage delivery of client requests across multiple engagements.
• Coordinate with PS Dev on complex builds, custom reports, and advanced integrations.
• Validate deliverables against requirements and support client review and acceptance.
• Provide regular status updates to clients and internal stakeholders.
• Track open items, dependencies, and risks to ensure forward progress.
• Proactively identify and escalate scope changes, risks, or delivery concerns.
• Schedule and lead client calls related to reporting reviews, enhancements, and maintenance.
• Partner with PS Dev, Support, Product, Operations, Technology, and Relationship Management teams.
• Support onboarding efforts by ensuring reporting and interface requirements are properly captured and delivered.
• Align solutions with Siepe’s product standards and long-term platform strategy.
• Act as a functional bridge between technical and non-technical stakeholders.
• Create and maintain clear documentation for reports, interfaces, and client-specific configurations.
• Identify recurring client requests and opportunities for standardization or automation.
• Contribute to improvements in reporting workflows, templates, and delivery processes.
Qualifications:
Required:
• Bachelor’s degree in Business, Finance, or a related field
• 5+ years of experience in a client-facing solutions, reporting, or functional consulting role within B2B financial technology, SaaS, or managed services
• Strong ability to gather and translate business requirements into functional solutions
• Experience configuring reports, dashboards, or data interfaces; comfort partnering with technical teams on complex builds
• Excellent communication, organization, and stakeholder management skills
• Ability to manage multiple client priorities simultaneously with attention to detail
• Must have current and ongoing authorization to work in the country of employment without the need for visa sponsorship, now or in the future
Preferred:
• Experience working with investment managers or alternative investment platforms (CLOs, private credit, structured finance) strongly preferred
• Familiarity with tools such as Azure DevOps, Jira, or similar work management platforms is a plus
Company:
Siepe is a cloud-managed services and data analytics platform that specializes in portfolio and data management for asset managers. Founded in 2012, the company is headquartered in Dallas, USA, with a team of 51-200 employees. The company is currently Growth Stage.
About Siepe
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1 - 10 Employees
Headquarters location
Dallas, TX, US
Year founded
2012