The posting, in 9fin's own words
archived Nov 13, 2026About 9fin 9fin is the AI platform powering global debt markets — the world’s largest asset class at over $145 trillion. Debt markets are vast, global, and mission-critical, yet still run on fragmented data, PDFs, and manual workflows. 9fin replaces this broken infrastructure with a single platform that centralises proprietary credit data, deep analysis, and high-value workflows across global markets. Today, 9fin powers teams at 300+ blue-chip institutions worldwide, including global banks, asset managers, private equity firms, law firms, and advisors. The business is scaling at exceptional speed, with rapid expansion in the US and best-in-class retention driven by deep workflow adoption. We’re at a defining inflection point. With proven product-market fit and strong, global market pull, 9fin is accelerating toward becoming the category-defining platform for debt markets worldwide.
The Opportunity
9fin is the AI platform powering global debt markets, the world’s largest asset class at over $145 trillion. Debt markets are vast, global and mission-critical, yet still run on fragmented data, PDFs and manual workflows. 9fin replaces this with a single platform that centralises proprietary credit data, deep analysis and high-value workflows across global markets. Today, 9fin powers teams at 350+ blue-chip institutions worldwide, including global banks, asset managers, private equity firms, law firms and advisors. The business is scaling at exceptional speed, with rapid expansion in the US and best-in-class retention driven by deep workflow adoption. We are bringing Client Engagement together as a single global function under our Global Head of Client Engagement. We are hiring Regional Directors to lead it on the ground. You will own retention, adoption and growth for your region (EMEA or the Americas), lead a team of Client Engagement Managers across a tiered coverage model, and turn client insight into action across the business. This is a role for a proven CS or AM leader who wants to scale a function. You will inherit a strong foundation, shape the next stage, and be accountable for commercial outcomes: gross and net revenue retention, product adoption, and the health of our most important client relationships.
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What You’ll Work On
Every day is different, but here is the kind of work you will lead:
Leadership & Team Development
Lead, coach and develop a regional team of Strategic CEMs, Senior CEMs and Client Engagement Managers across the whole region, and the managers beneath you as the team grows. Run a tiered coverage model: Strategic CSMs for our most important accounts, Senior CSMs for key accounts, and CSMs for the wider base. Define clear roles, service levels and career paths at each level. Hire, onboard and train to a rapid growth plan, with a strong bench of internal successors.
Retention, Adoption & Growth
Own regional gross revenue retention (GRR), with clear early-warning signals and remediation plans for at-risk accounts. Drive seat-level adoption: activate and re-activate users, build champion networks, and embed 9fin in each client’s daily workflow. Lead adoption of our newest products, including 9fin AI and Private 9fin, with client-specific programmes and measurable usage goals. Design role and client-specific adoption metrics that forecast usage trends, so the team drives usage proactively. Partner with Account Management and Relationship Managers on renewals and expansion, with clear ownership at each stage of the client lifecycle.
Strategy & Operating Model
Translate the global Client Engagement strategy into a regional plan, with the playbooks, success plans and lifecycle programmes to execute it. Use health scoring and usage data to decide where the team spends its time, and to move accounts between coverage tiers as their needs change. Report regularly on regional KPIs to global leadership: retention, adoption, health, renewals and expansion pipeline.
Voice of the Client
Represent clients in conversations with Product, Engineering, Data and Editorial, backing requests with evidence such as the accounts affected, the ARR at stake and the workflow impact. Work with our Forward Deployed team on strategic accounts, setting shared success criteria and feeding what you learn back into the product. Build executive relationships with senior stakeholders at your region’s most important clients.