Solutions Architect

TermGrid is rewriting the rules of private capital markets. We built the category-defining operating system for deal professionals — the platform where the world's most sophisticated private equity sponsors, lenders, and advisors manage every stage of their financing workflows. Founded in 2019, TermGrid has achieved what few fintech companies dream of: 4 of the top 5 global private equity firms trust us as their core technology partner. 1600+ institutions. 30,000+ professionals.

This isn’t a company finding its footing — this is a rocket that has already cleared the launchpad. The $1.7 trillion private credit market is growing at breakneck speed. Every billion-dollar deal, every GP-LP relationship, every leveraged buyout in the pipeline is moving through workflows that were built for a different era. TermGrid is the platform that changes all of that — and we’re just getting started.

What You’ll Do

• Support client relationships - Serve as a key point of contact for assigned clients, helping build strong relationships with product users and decision-makers, and ensuring their questions and needs are addressed.
• Lead onboarding and training - Work closely with internal teams to coordinate a smooth client onboarding process, assist clients in getting up to speed with the product, and deliver training to help them derive value quickly.
• Participate in client meetings - Help organize and prepare for regular client check-ins and reviews, track usage data, and support conversations that highlight how clients use TermGrid.
• Monitor client activity - Keep an eye on client usage data and account health; understand and flag any issues or risks early; and work with the team to resolve them.
• Work cross-functionally - Collect client feedback, share ideas with Product, Sales, and Engineering teams, and advocate for improvements that make the client experience even better.
• Put in place best practices - Help put in place best practices and procedures across both external and internal workstreams, helping shape a rapidly growing start-up and improve our processes, making use of your prior experience.

What We’re Looking For

• Bachelor’s degree in Business, Finance, or a related field, plus 2-6 years of professional experience - ideally in investment banking, private credit, or private equity. Prior leveraged finance experience is a plus.
• Alternatively, a Master’s degree in Finance/Management or an MBA alongside relevant professional experience gained through a mix of full-time and internships.
• A strong interest in capital markets and fintech.
• Excellent communication and interpersonal skills; comfortable working directly with clients and cross-functional teams.
• Organized and detail-oriented, with strong time management and multitasking abilities.
• Proactive and reliable problem-solver who can manage multiple projects in a fast-paced, dynamic environment.
• Eagerness to learn, take ownership of projects, and grow within a high-growth startup.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.