Platform Adoption Manager

ShortList Recruitment Limited

Platform Adoption Manager responsible for driving adoption across analytical platforms in a financial services firm. Acting as a bridge between R&D teams and advisory clients to deliver measurable value.

Posted 5/9/2026full-timeDallas • Texas • 🇺🇸 United StatesMid-LevelSenior💰 $150,000 per yearWebsite

About the role

Key responsibilities & impact

Own adoption across a growing suite of analytical platforms
Act as the bridge between a specialist Financial R&D team and 400+ advisory clients
Ensure that powerful tools translate into measurable value for the institutions using them
Able to own an adoption metric end-to-end, including tracking active users, identifying lapsed accounts, and building structured rollout campaigns
Capable of personally running demos, walkthroughs, and onboarding sessions using client data
Experienced in creating training content, including quick-start guides and short video walkthroughs, to enable self-service onboarding at scale
Confident in translating between technical R&D teams and non-technical client stakeholders
Able to monitor platform usage data and identify where engagement drops off
Skilled at capturing competitive intelligence and client feedback in a form that informs product roadmap decisions
Bias toward action: When clients are not engaging, the instinct is to pick up the phone and deal directly

Requirements

What you’ll need

3 to 7 years in client success, implementation, or product adoption at a B2B financial technology company
Direct experience onboarding financial institutions onto analytical or risk management platforms, with personal exposure to CFO or treasury-level stakeholders
Strong 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 fluently
Demonstrable experience converting users from legacy spreadsheet workflows to platform-based delivery
Prior experience synthesising structured client feedback into prioritised product requirements for engineering teams
Comfortable operating with significant autonomy in a small, fast-moving environment

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account ShortList Recruitment Limited Website LinkedIn All Job Openings 11 - 50 employees Founded 2013 🎯 Recruiter 🤝 B2B 👥 HR Tech Recruitment
B2B
HR Tech ShortList Recruitment Limited is a recruitment agency that specializes in matching skilled candidates with job opportunities. They operate as strategic resource partners, aligning their services with client values and performance objectives. ShortList focuses on various industries and job roles, including technology positions such as software engineers and product marketing managers, providing expert hiring insights and support to both candidates and organizations. Platform Adoption Manager 🔥 0 minutes ago 🏢🏡 Dallas – Hybrid 💵 $150k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🌱 Product Adoption Specialist Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Own adoption across a growing suite of analytical platforms
Act as the bridge between a specialist Financial R&D team and 400+ advisory clients
Ensure that powerful tools translate into measurable value for the institutions using them
Able to own an adoption metric end-to-end, including tracking active users, identifying lapsed accounts, and building structured rollout campaigns
Capable of personally running demos, walkthroughs, and onboarding sessions using client data
Experienced in creating training content, including quick-start guides and short video walkthroughs, to enable self-service onboarding at scale
Confident in translating between technical R&D teams and non-technical client stakeholders
Able to monitor platform usage data and identify where engagement drops off
Skilled at capturing competitive intelligence and client feedback in a form that informs product roadmap decisions
Bias toward action: When clients are not engaging, the instinct is to pick up the phone and deal directly 🎯 Requirements
3 to 7 years in client success, implementation, or product adoption at a B2B financial technology company
Direct experience onboarding financial institutions onto analytical or risk management platforms, with personal exposure to CFO or treasury-level stakeholders
Strong 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 fluently
Demonstrable experience converting users from legacy spreadsheet workflows to platform-based delivery
Prior experience synthesising structured client feedback into prioritised product requirements for engineering teams
Comfortable operating with significant autonomy in a small, fast-moving environment Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

analytical platformsonboardingtraining content creationuser engagement trackingcompetitive intelligence captureproduct roadmap synthesisrisk management platformsfinancial technologydata analysisclient feedback synthesis

Soft Skills

communicationclient successautonomyaction-orientedcross-functional collaborationpresentation skillsproblem-solvingadaptabilitystakeholder managementtraining and mentoring