Product Specialist, Associate - B2B SaaS Fintech

Landytech’s Services Group consists of: 

• Client Success Management (CSM) 

• Client Delivery (CD) 

• Managed Financial Data (Data Operations) 

• Product Specialists (PS) 

• Support

The purpose of the Services Group is to ensure clients achieve their objectives quickly and effectively, delivering fast time-to-value, strong adoption, operational efficiency, and long-term client retention and growth. 

The Product Specialist function is a key leverage point within the Services organisation, enabling scalable onboarding, advanced client workflows, product adoption, and operational efficiency.

Product & Industry Expertise

• Begin building foundational knowledge across investment operations, portfolio analytics, reporting, performance, risk, cash management, private assets, allocations, and data workflows, with support from senior team members. 

• Gain a working understanding of Sesame functionality, workflows, configuration options, and limitations, building toward more comprehensive product knowledge over time. 

• Contribute to workshops, documentation, Academy content, and use-case libraries. 

Solution Design & Workflow Architecture 

• Support the design of scalable client solutions aligned with operational requirements and best practices, under the guidance of senior Product Specialists. 

• Assist in translating business and technical requirements into platform solutions. 

• Identify workflow optimisation opportunities. 

Internal Enablement & Knowledge Sharing 

• Support the enablement of Client Success, Client Delivery, Support, Sales, and Data Operations teams. 

• Build and maintain KBs, SOPs, UCLs, and Academy content. 

Enablement & Escalation Management 

• Support the delivery of client-specific training and workshops. 

• Support demonstrations and Proof of Concepts (PoCs), pre and post sales 

• Escalate complex workflow issues to senior Product Specialists as needed. 

Product Feedback, Testing & QA 

• Act as a structured feedback channel to Product Management. 

• Perform testing of new functionality and releases. 

AI, Automation & Operational Efficiency 

• Leverage AI-driven tools and automation capabilities. 

• Identify workflows suitable for automation. 

• Reduce manual effort through reusable configurations and automation. 

Presales & Commercial Support 

• Support presales discussions and assessments as needed. 

• Support upsell, cross-sell, and expansion opportunities. 

• Assist with relevant professional services engagements. 

• A relevant degree (e.g. finance, economics, investment management, or a related field) and/or up to 1–2 years’ experience in investment operations, SaaS fintech, portfolio analytics, or related financial technology environments; internships or placements are a strong plus. 

• Foundational understanding of investment products and asset classes, with a willingness to build deeper product knowledge on the job. 

• Comfort learning new software platforms quickly, with some exposure to workflows or operational processes through study, projects, or internships. 

• Strong analytical, communication, and problem-solving skills. 

• Genuine interest in AI, automation, and operational efficiency tooling, with a willingness to experiment and apply new tools to real workflows. 

• Eagerness to learn and take ownership of scoped tasks, with support and mentoring from senior Product Specialists as part of a defined path toward the full Product Specialist role.