CENTRL Inc

• Help develop Customer Support processes for a rapidly growing organization and team • Respond to product functionality and technical support requests for our enterprise business clients in a timely, efficient and professional manner • Help customers with application support needs, guidance on functionality, configuration and flow recommendations to support their business use case, and general technical questions when necessary • Perform troubleshooting to identify causes and recommend remedies to user issues, working with internal engineering teams as necessary • Provide feedback and analysis to our internal product development team on enhancements & improvements for the product • Help develop regular website/application, adoption, usage, and customer support metrics & analytics • Help manage our internal Knowledge Base & Production documentation collateral • Identify and suggest process improvements to improve customer experience

CENTRL is a super-fast growing Silicon Valley technology AI company for Automating Diligence & DDQ/RFP Response for Investment Managers, Banks, Service Providers, and Corporates, with regional offices in New York, India, the United Kingdom. Our clients include some of the largest banks, investment management firms and corporates across the Americas, Europe, and APAC. CENTRL is led by a highly experienced management team with a proven track record and is backed by some of the leading investors such as Providence Strategy Growth and Susquehanna Growth. We are seeking a strategic, analytical, and execution-focused Product Marketing Consultant to serve as the connective tissue between Product, Sales, Client Success, and Marketing. This role will own product positioning, enablement, go-to-market execution, and adoption strategy across the CENTRL platform and the segments we serve. Must have knowledge of or previous work experience in the investment management industry. Key Responsibilities Product Expertise & Positioning Partner closely with the Product team to develop a deep understanding of product capabilities, roadmap, differentiators, and customer use cases. Translate technical functionality into clear, market-ready messaging and positioning tailored to specific industry segments and clients. Develop product narratives that articulate business value, ROI, and competitive differentiation. Sales, Client Services & Partnership Enablement Support the Sales team, client services, and our strategic partnerships with product marketing materials, competitive insights, and positioning guidance. Develop enablement tools, including pitch decks, one-pagers, FAQs, and demo narratives. Collaborate on go-to-market strategies for new feature launches and product releases. Act as a subject matter expert in client and prospect conversations when needed. Customer Adoption & Engagement Conduct webinars and create videos to educate prospects and customers on product capabilities and new releases. Work closely with the Customer Success team to develop materials and programs that drive product adoption and expansion. Develop lifecycle marketing assets that support onboarding, feature awareness, and user engagement. Media & Social Presence Manage digital channels to increase product visibility. Collaborate on thought leadership content, press releases, contributed articles, and product announcements. Support social media strategy and execution to amplify product messaging and industry relevance. In-App Marketing & User Engagement Help develop in-app marketing assets, including feature announcements, product tours, banners, tooltips, and upgrade prompts. Partner with Product and UX teams to ensure messaging consistency across the user experience. Support feature launch campaigns inside the platform. Product Analytics & Insights Track and analyze product usage metrics and adoption trends. Partner with Product and Customer Success teams to identify growth opportunities, feature engagement gaps, and churn signals. Use data to inform messaging refinement, launch strategy, and customer expansion initiatives. Qualifications Prior experience or knowledge of the Investment Management industry and terms. 5+ years of experience in product marketing, preferably in wealthtech, fintech, and AI. Strong ability to understand complex technical products and communicate value clearly. Experience supporting sales and channel partners with enablement materials, including video production. Comfortable presenting to executive audiences and leading webinars. Data-driven mindset with experience analyzing usage metrics and adoption trends. Excellent written and verbal communication skills. Experience working cross-functionally in fast-paced, high-growth environments. What Success Looks Like Clear, differentiated product positioning in market. Strong sales adoption of enablement materials. Measurable increase in product feature adoption. High engagement in webinars and product education programs. Data-informed product marketing strategies tied to revenue impact.

• Own and manage a defined Financial Services sub-vertical, acting as the anchor Account Executive for that segment • Drive the full sales cycle for opportunities within the assigned vertical, from initial discovery through close, with support from senior leadership as needed • Conduct discovery calls to understand prospect workflows, pain points, and buying criteria • Lead product demonstrations and workflow walkthroughs tailored to customer use cases • Build and maintain a healthy pipeline through a combination of inbound leads and outbound prospecting • Develop strong relationships with key stakeholders across IR, Compliance, Risk, Operations, and Legal teams • Collaborate closely with senior AEs and leadership on deal strategy, pricing, and negotiation • Partner with Marketing and Product to share market feedback and inform messaging and roadmap priorities • Maintain accurate opportunity tracking, forecasting, and activity logging in Salesforce • Continuously build expertise in CENTRL’s platform, the competitive landscape, and Financial Services workflows

• Partner with Sales to support the full pre-sales lifecycle, including discovery, demos, and technical validation • Configure, model and lead tailored product demonstrations, aligning solutions to client workflows and requirements • Design and execute pilots and POCs, including configuration, data setup, and success criteria definition • Conduct client trainings and workshops during evaluations and early implementations • Translate customer requirements into solution designs, configurations, and integrations • Act as the technical liaison between Sales, Product, and Engineering to address client questions and feedback • Support RFPs/RFIs with product, technical, and security-related inputs

• Maintain and grow a portfolio of investment market clients, while working with existing teams to drive adoption, retention, and expansion of the CENTRL product suite across the organization • Work with clients to understand their challenges, business drivers, strategic goals, and desired business outcomes • Create and manage account plans that include success metrics, engagement models, communication plans, and expansion strategies • Partner closely with sales to pursue expansion opportunities, nurture executive relationships, and facilitate Executive Business Reviews • Work collaboratively with the Marketing team to build customer references, craft case studies, and co-develop resources to support our strategic customers • Identifying opportunities for new products and modules with existing customers based on their business challenges, needs and goals • Oversight of portfolio contract renewals, negotiations and new deal terms through execution • Maintain high levels of customer engagement and satisfaction with a focus on customer trust and loyalty • Act as the senior client advocate to help resolve critical client issues by engaging and leveraging the appropriate resources as needed • Partner closely with other cross-functional team members to translate business needs and product requirements into new solutions for customers • Facilitate QBR’s, recurring meetings and offsite meeting cadence based on client needs