NYC Client Service Lead

About Cornspring

Cornspring is a pioneering FinTech startup focused on empowering Family Offices and Asset Owners by providing real-time, AI-powered data intelligence and portfolio insights. Our mission is to transform traditional financial management through cutting-edge generative AI and Large Language Models applied to investment, accounting, and operational data. Our innovative platform delivers faster and clearer insights with enhanced transparency and new interactive capabilities for financial information.

Role Overview

We are launching our New York operations and require a dedicated individual to fully own the client experience on our platform and oversee service delivery. As the inaugural hire for this function in NYC, you will manage the entire client relationship from data onboarding to ongoing service, maintaining accuracy, consistency, responsiveness, and building client trust over time.

Key Duties

• Manage the end-to-end client onboarding process, including engagement narratives and timelines.
• Set and communicate clear expectations regarding data, reporting, LLM Chat, and service scope.
• Lead formal and informal Quarterly Business Reviews and client check-ins.
• Triage client issues by assessing severity and choosing proper escalation routes.
• Communicate calmly and clearly during incident management.
• Simplify complex technical and data concepts for client understanding.
• Coordinate internally to resolve client problems efficiently.
• Identify risks to renewals, opportunities for expansion, and recurring issues from commercial intelligence.
• Build long-term trusted relationships with client stakeholders such as CFOs, CIOs, and Operations Heads.
• Provide structured feedback and insights to product, data, and leadership teams.

Qualifications and Skills

• Previous experience working within financial data or reporting firms, asset managers, wealth platform service providers, or sizable multi-family offices.
• Hands-on experience with client onboarding processes, investigating data report issues, and escalating feedback appropriately.
• An "AI mindset"—curiosity about AI and ability to work effectively alongside AI technologies.
• Commercial awareness and credibility interacting with senior investment and accounting operations professionals.
• Ability to maintain composure and sound judgment amid ambiguity.
• Skill in explaining intricate data behaviors in straightforward terms.

Compensation and Benefits

• Annual base salary ranging between 120000 and 150000 USD.
• 401(k) retirement plan.
• Healthcare insurance coverage.
• 15 vacation days yearly.
• Hybrid work schedule with three days per week onsite at our Manhattan office.
• Work at the forefront of AI innovations in finance tackling complex, high-impact challenges.
• Collaborative startup work culture encouraging high ownership and offering significant learning opportunities.
• Opportunity to shape the future of technology for Family Office and Asset Management sectors.

Additional Information

This position is based in New York City and requires eligibility to work in the U.S. No visa sponsorships are provided. The interview process includes a screening call, psychometric test, video interviews with the Hiring Manager and founder, and an in-person interview with the NYC Office Lead. Candidates should prepare by familiarizing themselves with Cornspring’s mission and role specifics and be ready to discuss their background and motivation clearly. Asking questions that assess cultural fit and career prospects is encouraged.