Customer Lead
- Role
- Project Management
- Employment
- Full-time
- Company size
- Mid-size
Open to CA only. Set where you work from to check your eligibility.
No BS summary
Customer-facing delivery lead for regulatory technology implementations in financial services. Needs project management, client relationship skills, risk/compliance implementation exposure, Agile/DevOps/waterfall knowledge, and JIRA experience. Canada-based role.
Core skills
Required skills
Optional skills
CUBE are a global RegTech business defining and implementing the gold standard of regulatory intelligence for the financial services industry. We deliver our services through intuitive SaaS solutions, powered by AI, to simplify the complex and everchanging world of compliance for our clients.
Why us?
🌍 CUBE is a globally recognized brand at the forefront of Regulatory Technology. Our industry-leading SaaS solutions are trusted by the world’s top financial institutions globally.
🚀 In 2024, we achieved over 50% growth, both organically and through two strategic acquisitions. We’re a fast-paced, high-performing team that thrives on pushing boundaries—continuously evolving our products, services, and operations. At CUBE, we don’t just keep up we stay ahead.
🌱 We believe our future is built by bold, ambitious individuals who are driven to make a real difference. Our “make it happen” culture empowers you to take ownership of your career and accelerate your personal and professional development from day one.
🌐 With over 700 CUBERs across 19 countries spanning EMEA, the Americas, and APAC, we operate as one team with a shared mission to transform regulatory compliance. Diversity, collaboration, and purpose are the heartbeat of our success.
💡 We were among the first to harness the power of AI in regulatory intelligence, and we continue to lead with our cutting-edge technology. At CUBE, You will work alongside some of the brightest minds in AI research and engineering in developing impactful solutions that are reshaping the world of regulatory compliance.
Role Mission
You'll be the face of CUBE to our clients — the single point of accountability across the entire customer relationship from first engagement through to live delivery and BAU. Working closely with teams across Client Services, Intelligence & Analytics, Technology and Operations, you'll ensure our clients consistently receive an exceptional level of service while driving real compliance outcomes for their organisations.
This is a role for someone who thrives at the intersection of project delivery, client relationship management, and regulatory technology — someone equally comfortable running a complex implementation and presenting to a senior stakeholder.
What You'll Be Doing:
Client Relationship & Delivery
• Own the end-to-end implementation lifecycle — from initial engagement and statements of work through to project delivery and BAU transition.
• Build and maintain strong relationships with clients, driving engagement and ensuring satisfaction throughout the relationship.
• Lead client-facing meetings and workshops on and off-site, presenting project status, demonstrating platform functionality, and managing expectations.
• Proactively identify and resolve issues before they escalate, ensuring unrivalled service and retention.
Internal Collaboration
• Work across legal, finance, and technology functions to ensure all requirements are met for each client engagement.
• Maintain and develop partner relationships to ensure clients receive a high-quality, aligned service proposition.
• Be the voice of the client internally — gather requirements and feedback, and influence the product roadmap by advocating for client needs.
Quality & Continuous Improvement
• Perform UAT testing of client releases as required.
• Continuously develop your own industry knowledge through events, webinars, and reading.
What we’re looking for:
- Project management and delivery of change and technology transformation within the financial sector; in particular, regulatory-driven initiatives
- Exposure to Risk and Compliance based implementation projects
- Strong understanding of large-scale programme delivery (Agile, DevOps, waterfall) – SCRUM qualifications would be beneficial
- Experience of using agile delivery tools such as JIRA, etc
- Understanding of digital transformation and capable of conveying key concepts and principles to your team and clients at multiple levels of seniority
- Ability to facilitate workshops and eliciting business requirements with minimal supervision
- Understanding of how to operationalise new operating models, technology and processes for the financial services sector
- Prior experience working in consulting firms and /or technology vendors within financial services would be a distinct advantage
- Understanding of financial services regulations (e.g. MIFID II and FRTB. SFTR, EMIR, Dodd Frank, CSDR, etc) would be desirable
- Organised and passionate about building and delivering customer-centric propositions
- Ability to manage multiple stakeholder communities with varying levels of experience
- Ability to lead teams and take full accountability for delivery
- Ability to demonstrate strong collaboration across a wide spectrum of colleagues, including internationally. A proven track record of working with offshore teams would be a major benefit.
- High level of drive, commitment to achieving solutions and ability to work under pressure
- Intellectual strength / flexibility to rapidly understand complex problems, apply critical thinking, and rationalise these into workable solutions which can then be delivered
- A demonstrable commitment to diversity and inclusiveness
Interested?
If you are passionate about leveraging technology to transform regulatory compliance and meet the qualifications outlined above, we invite you to apply. Please submit your resume detailing your relevant experience and interest in CUBE.
CUBE is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
What you'll do
- Own the end-to-end implementation lifecycle from initial engagement and statements of work through to project delivery and BAU transition.
- Build and maintain strong client relationships, drive engagement, and ensure satisfaction throughout the relationship.
- Lead client-facing meetings and workshops on and off-site.
- Present project status.
- Demonstrate platform functionality.
- Manage client expectations.
- Proactively identify and resolve issues before they escalate.
- Ensure service quality and retention.
- Work across legal, finance, and technology functions to ensure all requirements are met for each client engagement.
- Maintain and develop partner relationships to ensure clients receive a high-quality, aligned service proposition.
- Act as the voice of the client internally.
- Gather client requirements and feedback.
- Influence the product roadmap by advocating for client needs.
- Perform UAT testing of client releases as required.
- Continuously develop industry knowledge through events, webinars, and reading.
What they require
- Project management and delivery of change and technology transformation within the financial sector, particularly regulatory-driven initiatives.
- Exposure to Risk and Compliance based implementation projects.
- Strong understanding of large-scale programme delivery using Agile, DevOps, and waterfall approaches.
- Experience using agile delivery tools such as JIRA.
- Understanding of digital transformation and ability to convey key concepts and principles to teams and clients at multiple levels of seniority.
- Ability to facilitate workshops and elicit business requirements with minimal supervision.
- Understanding of how to operationalise new operating models, technology, and processes for the financial services sector.
- Preferred: Prior experience working in consulting firms and/or technology vendors within financial services.
- Preferred: Understanding of financial services regulations such as MIFID II, FRTB, SFTR, EMIR, Dodd Frank, and CSDR.
- Organised and passionate about building and delivering customer-centric propositions.
- Ability to manage multiple stakeholder communities with varying levels of experience.
- Ability to lead teams and take full accountability for delivery.
- Ability to demonstrate strong collaboration across a wide spectrum of colleagues, including internationally.
- Preferred: Proven track record of working with offshore teams.
- High level of drive, commitment to achieving solutions, and ability to work under pressure.
- Intellectual strength and flexibility to rapidly understand complex problems, apply critical thinking, and rationalise them into workable solutions.
- Demonstrable commitment to diversity and inclusiveness.
Benefits
- Globally recognized brand at the forefront of Regulatory Technology.
- Industry-leading SaaS solutions trusted by the world’s top financial institutions globally.
- Over 50% growth in 2024, both organically and through two strategic acquisitions.
- Fast-paced, high-performing team.
- Culture that empowers ownership of career development.
- Accelerated personal and professional development from day one.
- Over 700 CUBERs across 19 countries spanning EMEA, the Americas, and APAC.
- Work alongside AI research and engineering talent on regulatory compliance solutions.
CUBE are a global RegTech business defining and implementing the gold standard of regulatory intelligence for the financial services industry. They deliver services through intuitive SaaS solutions, powered by AI, to simplify compliance for financial services clients.