Cryptio

• Work directly with clients in external Slack channels during the data ingestion phase, driving investigations, reconciling balances, and resolving missing volume issues alongside the Enterprise Success Consultant. • Work across large, complex client datasets to identify discrepancies, investigate root causes, and produce outputs that actually move things forward - not just surface the problem. • Support Core and Broker delivery workflows as a specialist resource for data-related issues, maintaining deep context on the clients and datasets you're closest to. • Help the Advisory team with operational workflows including recurring reconciliation, data validation, and exception resolution. • Use AI tools actively to speed up investigations, automate repetitive data tasks, and improve how the team operates. • Turn open issues into clear, well-scoped requests - with enough context that the next person can pick them up and run. • Keep documentation sharp: process notes, issue summaries, handoff materials, and anything else that makes work predictable and easy to transfer. • Surface blockers and risks early, coordinate across teams without losing context, and apply good judgment on when to resolve directly and when to escalate.

• Collaborate directly with the VP on prompt architecture, workflow design, and product roadmap. You’re a builder who shapes what gets built. • Own full-stack feature delivery from Postgres schema through API layer through React UI • Build and maintain multi-step AI pipelines: prompt chaining, structured output parsing, confidence scoring, failure recovery, and audit-trail logging • Integrate third-party financial data APIs into production tool workflows • Build financial document ingestion: parse uploaded spreadsheets and structured reports into typed data models for downstream AI processing • Maintain and extend the deterministic pre-processing and heuristic layers that make AI output reliable enough for audit • Contribute to the AI output evaluation framework: structured test inputs, expected outputs, scoring rubrics • Work cross-functionally with finance practitioners, product, design, and leadership to scope what gets built and push back on specs that miss

• Own post-onboarding success for strategic and high-ARR customers (£40k+ ARR) • Serve as the primary technical and operational advisor post go-live • Build deep relationships with finance, operations, and executive stakeholders • Lead health checks, business reviews, and success planning sessions • Map complex fund flows and ensure Cryptio remains the central source of financial truth • Advise on advanced crypto use cases (stablecoins, custody, DeFi, token operations, treasury) • Partner with Account Managers to identify expansion, upsell, and new use cases • Act as an escalation point for complex customer and technical challenges

• Own a portfolio of strategic enterprise accounts, including renewal planning, expansion strategy, and executive engagement • Build and run account plans: stakeholder mapping, whitespace analysis, success criteria, mutual action plans, and value realization • Lead and close expansion opportunities (upsell and cross-sell) in partnership with Enterprise Success Consultants, Sales Solution Consultants, and Advisory Solution Consultants • Drive net revenue retention through proactive renewal execution, accurate risk identification, and structured mitigation plans • Run executive-level governance: QBRs, steering committees, innovation and roadmap sessions, and escalation management • Act as the voice of the customer internally, advocating for product improvements and a better customer experience at scale • Maintain high standards of forecasting, account hygiene, and CRM discipline in HubSpot • Mentor Associate and mid-level Account Managers on enterprise account strategy, negotiation, and operating cadence

• Act as the primary point of contact for customers post go-live • Support clients in adopting Cryptio across their teams and workflows • Train users on product features and best practices • Help customers optimise month-end, reconciliation, and reporting processes • Understand each client’s business model and how Cryptio supports their operations • Proactively identify risks, adoption gaps, and opportunities for improvement • Work closely with Support, Account Managers, and Product to resolve issues and drive success