About the role

Aplyr's Quick Take

The Client Solutions Lead is a client-facing role focused on understanding and translating client needs into practical software solutions. You'll gather requirements, prioritize delivery, and ensure ongoing support for both new and existing clients, working closely with internal teams and Professional Services Development.

Good fit

This role is ideal for someone with a background in finance or tech, who has experience in client-facing positions and strong problem-solving skills. A proactive, detail-oriented individual with a few years of experience in client solutions or project management would thrive here.

Worth noting

The position emphasizes client satisfaction and retention, making it crucial for someone who enjoys direct client interaction. The company is profitable and growing, which may offer stability and opportunities for career advancement.

Siepe is a fast-growing technology company headquartered in Dallas, TX – focused on helping investment managers turn complexity into clarity. We build software and data solutions that give hedge funds and financial services firms the visibility, speed, and confidence they need to make better decisions – faster.

Our platform delivers a unified source of truth that empowers our clients with real-time, actionable insights. We don’t just serve the industry – we help modernize it!

Siepe is profitable, privately held, and growing fast. We offer more than just competitive pay and great benefits—we offer the chance to do impactful work alongside sharp, driven teammates in a culture that rewards curiosity, initiative, and follow-through. Whether you come from finance, tech, or are charting a new path, you’ll find meaningful problems to solve, real ownership, and the momentum to grow your career with purpose.

The Client Solutions Lead is a client-facing functional expert responsible for translating client reporting and workflow requirements into practical, scalable solutions across Siepe’s platform. This role supports both new and existing clients, serving as a primary interface between clients, internal teams, and Professional Services Development. 

The Client Solutions Lead owns requirements gathering, delivery prioritization, report configuration, documentation, and ongoing solution maintenance. For complex or custom builds, this role partners closely with Professional Services Development (PS Dev) to ensure accurate scoping, efficient execution, and successful delivery. 

Clear, accurate, and timely reporting is critical to client confidence and decision-making. The Solutions Consultant ensures client requirements are well understood, appropriately prioritized, and delivered with consistency and quality. This role directly impacts client satisfaction, adoption, and long-term retention.

Skills & Tags

go ai ios data

Aplyr's read

Siepe is a tech-driven firm specializing in data management for financial services, attracting professionals skilled in compliance and analytics.
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