Client Solutions Lead

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. 

At Siepe, we don’t just hire talent, we build performance-driven teams empowered by transparency, curiosity, and continuous growth. Our Total Rewards go beyond the basics: they’re designed to reward bold thinking, support personal development, and create space for meaningful connection whether you're growing your career, your skill set, or your impact. 

- Competitive Compensation Packages, including Annual Performance-Based Bonuses 

- 401(k) Retirement Plan with company match to support your long-term financial goals 

- Employee Referral Program – earn rewards for helping us grow our talented team 

- Comprehensive Health, Dental, Vision, and Life Insurance 

- Flexible plans tailored to support individuals and families 

- Annual investment in your Learning & Development goals 

- On-the-job exposure to innovative technologies and financial strategies 

- Growth opportunities in a collaborative, fast-paced environment that values continuous improvement 

- Flexible Time Off (FTO)  

- Flexibility to recharge and maintain work-life balance 

- Daily meal delivery allowance when working from the office 

- Monthly Celebrations and Quarterly Offsite Events 

- Annual Holiday Party to celebrate milestones and build team connection 

- A vibrant, inclusive office culture that blends fun with purpose