Principal, Client Solutions in Toronto

15Rock is a Toronto-based, venture-backed AI financial intelligence platform. We produce diligence-grade analytical reports — market sizing, competitive intelligence, valuation analysis, and commercial diligence — for institutional clients including advisory firms, asset managers, and private equity. Our multi-agent AI architecture, combined with senior financial domain expertise, delivers work at a depth and speed traditional research cannot match.

The Principal owns the outcome end-to-end. You will qualify each opportunity for the right motion — platform adoption for clients who can self-serve recurring analytical work, or directed custom delivery routed through our Delivery Manager for higher-touch institutional engagements — scope the engagement, pressure-test work before it ships, and convert each successful project into the next. Our platform turns standard analytical reports in 48 hours or less; larger institutional mandates are scoped on a custom timeline. The constraint is qualified demand, and your job is to generate and convert it.

While this is not a traditional software sales role, it is a commercially accountable role: you will be measured by the growth, repeatability, quality, and profitability of your assigned client relationships. This role is well-suited to someone who has owned partner-level relationships inside a Big 4 firm, tier-one strategy consultancy, transaction advisory practice, or financial services strategy team.

Responsibilities

• Serve as the primary relationship owner for senior partners and decision-makers across assigned institutional accounts.
• Translate client questions into structured engagement briefs, including report type, analytical depth, timeline, data requirements, pricing, and success criteria.
• Qualify each opportunity for the right delivery motion — platform adoption for recurring self-serve use, or directed custom delivery for higher-touch institutional engagements — and route accordingly.
• Own end-to-end engagement outcomes; partner with the Delivery Manager who runs day-to-day coordination across research, engineering, and QC.
• Review draft reports for structure, analytical rigor, narrative integrity, and partner-readiness before delivery.
• Manage scope boundaries, change requests, escalations, pricing tradeoffs, and delivery economics across the engagement lifecycle.
• Grow assigned accounts by converting initial engagements into repeat work and expanding into adjacent buying centers within the same firm.
• Maintain a clear account portfolio and forecast expected engagement volume to the Head of Client Delivery & Growth.
• Contribute to the productization of recurring engagement patterns, turning bespoke work into repeatable report frameworks.
• Represent 15Rock in senior partner-facing meetings, including on-site engagements as required.

What Success Looks Like

• Within 30 days: You have mapped your assigned accounts, understood the platform vs. custom delivery motion for each, built an initial account plan, and scoped at least one live or near-term opportunity.
• Within 90 days: You are revenue-productive. Multiple engagements shipped, at least one expansion within an anchor account, and clear pipeline visibility for the following quarter.
• Within 6 months: You are consistently progressing against quarterly revenue and expansion targets across both motions, with at least one client institutionalized on the platform and a steady cadence of custom work routed through delivery.
• Within 12 months: You have grown a meaningful book of repeat institutional accounts, contributed to productization of recurring engagement patterns, and become a trusted senior proxy in partner-level conversations.

Required Qualifications

• 7+ years in management consulting, transaction advisory, financial services strategy, private equity value creation, corporate strategy, or a comparable senior client-facing role.
• Demonstrated track record of growing senior client relationships, including expanding from one stakeholder or buying center into several within the same firm.
• Strong financial and analytical fluency. Able to engage credibly on valuation, market sizing, competitive intelligence, and commercial diligence without deferring to a specialist.
• Excellent written and structured-thinking skills. Communicates in Pyramid Principle and can rebuild a weak analytical narrative before a partner ever sees it.
• High judgment on scope, pricing, escalation, and partner communication, with limited oversight.
• Strong bias to delivery. Comfortable operating against compressed timelines and partner-set deadlines.
• Comfortable operating in an early-stage environment without the infrastructure of a mature consulting firm.
• Eligible to work in Canada and able to work out of our downtown Toronto office (Bay Street).

Preferred Qualifications

• Big 4 or tier-one strategy consultancy tenure with an active senior network.
• Prior experience inside a seed- or Series A–stage company.
• CFA, CPA, MBA, or equivalent credentials.

Compensation and Benefits

• Base salary: calibrated to experience.
• Performance bonus: target $100,000–$200,000 CAD, tied to a blend of platform adoption revenue (recurring), custom engagement revenue, account expansion within existing buying centers, and delivery margin.
• Total target compensation: $230,000–$370,000 CAD OTE.
• Meaningful equity participation through a 4-year vesting grant, calibrated to seniority and impact.
• 4 weeks paid vacation plus statutory holidays.
• Extended health and dental coverage.
• Subsidized transportation.
• Wellness programs.
• Hybrid model with regular in-office presence at our downtown Toronto office.
• Light travel: most clients are based in Toronto, with occasional travel within North America as engagements require.
• Direct access to the founder and senior leadership team.