Platform Adoption Manager

Platform Adoption ManagerDallas HybridUp to $150,000 plus bonusShortList is recruiting for a Platform Adoption Manager for a specialist financial analytics firm with an established client base across the financial services sector.The Platform Adoption Manager will own adoption across a growing suite of analytical platforms, act as the bridge between a specialist Financial R&D team and 400+ advisory clients, and ensure that powerful tools translate into measurable value for the institutions using them.This is not a traditional product management or customer success appointment. We are looking for someone whose singular focus is getting platforms adopted, used, and loved, with the commercial instinct and client credibility to make that happen at senior levels.Key Requirements for the Platform Adoption Manager3 to 7 years in client success, implementation, or product adoption at a B2B financial technology companyDirect experience onboarding financial institutions onto analytical or risk management platforms, with personal exposure to CFO or treasury-level stakeholdersStrong working knowledge of ALM, interest rate risk, investment analytics, or balance sheet management. You do not need to build the models, but you must speak the language fluentlyDemonstrable experience converting users from legacy spreadsheet workflows to platform-based deliveryPrior experience synthesising structured client feedback into prioritised product requirements for engineering teamsComfortable operating with significant autonomy in a small, fast-moving environmentKey Skills required for the Platform Adoption ManagerAble to own an adoption metric end-to-end, including tracking active users, identifying lapsed accounts, and building structured rollout campaignsCapable of personally running demos, walkthroughs, and onboarding sessions using client dataExperienced in creating training content, including quick-start guides and short video walkthroughs, to enable self-service onboarding at scaleConfident in translating between technical R&D teams and non-technical client stakeholdersAble to monitor platform usage data and identify where engagement drops offSkilled at capturing competitive intelligence and client feedback in a form that informs product roadmap decisionsBias toward action: When clients are not engaging, the instinct is to pick up the phone and deal directlyIdeally, we are looking for candidates from financial software platforms, bank and advisory firms, and risk and analytics vendors.This Platform Adoption Manager role is based in Dallas, TX, on a hybrid basis, with a fully remote option available for the right candidate. You must be based in the DFW area or actively willing to relocate to be considered for the hybrid option.

Created: 2026-05-10