--- title: 'Client Solutions Manager at Syntax' canonical: 'https://feeny.ai/job/client-solutions-manager-syntax-new-york-x0j2xd9p1m6x' type: 'job' last_seen: '2026-09-15' --- # Client Solutions Manager at Syntax - **Company:** Syntax - **Location:** New York, NY - **Compensation:** $90k–$110k - **Employment:** full-time - **Work type:** hybrid - **Posted:** 2026-08-17 - **Last confirmed live:** 2026-09-15 - **Apply:** https://jobs.lever.co/syntax/f09cff83-19bb-46fa-ad57-efcd94da9776 ## Job description ## About Syntax Data Syntax Data is a financial data and technology company supporting direct indexing solutions, custom index development, and financial data products. Through Syntax Direct, our platform enables wealth managers and advisors to create highly customized, tax-aware, transparent index strategies at scale. Syntax also works with asset managers, ETF issuers, wealth platforms, and other financial institutions to support index-based products, custom index solutions, and broader investment use cases. ## About the Role Syntax Data is building the client support function that will help power the next stage of growth for its cutting-edge Syntax Direct platform. As our advisor, partner, and client relationships expand, we are looking for a Client Solutions Manager to help build and manage the team, processes, scripts, training materials, and support workflows that will allow us to deliver a strong client experience at scale. This is a ground-floor leadership opportunity within a growing financial technology platform. The Client Solutions Manager will help shape how Syntax supports advisors and platform users, how questions are triaged and answered, how recurring feedback is documented, and how new Client Solutions Representatives are trained and managed. The ideal candidate is someone who enjoys building structure in a fast-moving environment. This person should be comfortable working directly with client-facing teams, product and engineering stakeholders, methodology experts, and junior support team members. They do not need to come in as an expert in Syntax Direct, direct indexing, or index methodology, but they should be able to learn quickly, communicate clearly, and turn complex information into practical support materials that a team can use every day. This role will be critical in helping Syntax create a scalable client support model as Syntax Direct continues to grow. Responsibilities will include: - Help build and manage the Client Solutions support function, including the day-to-day support workflow for Client Solutions Representatives. - Train, coach, and support Client Solutions Representatives as they respond to advisor, client, and platform user inquiries. - Develop, maintain, and improve support scripts, FAQs, onboarding guides, escalation workflows, internal reference materials, and client support documentation. - Partner with Sales, Index Development, Engineering, and other internal teams to ensure client questions are answered clearly, accurately, and consistently. - Create clear triage processes so Client Solutions Representatives know what they can answer directly, what requires escalation, and which internal team should own the next step. - Monitor recurring client questions, support themes, product feedback, and workflow issues to identify opportunities to improve the client experience. - Support onboarding and platform-readiness efforts for new advisors, clients, and platform users. - Participate in client support escalations and help resolve more complex product, platform, methodology, or workflow-related questions. - Coordinate with methodology, product, and technical stakeholders to translate internal expertise into practical training and support materials. - Support QA testing, platform review, and user-experience feedback efforts to help confirm updates, identify issues, and improve the customer experience. - Help define reporting, tracking, and quality-control processes across CRM, support, ticketing, and internal workflow tools. - Contribute to the longer-term scaling plan for the Client Solutions team as Syntax Direct and related client initiatives continue to grow. The ideal candidate will have: - Bachelor’s degree in finance, economics, business, communications, data analytics, investment management, or a related field. - 2–5 years of experience in client solutions, client success, customer support, financial services, fintech, wealth management, investment management, product support, technical account management, QA/customer support, or a related role. - Prior experience training, mentoring, coordinating, or managing junior team members. - Strong interest in finance, investment management, financial technology, and client experience. - Excellent written and verbal communication skills, with the ability to explain product, platform, and process-related information clearly. - Strong organizational skills and ability to manage workflows, follow-up items, documentation, and cross-functional coordination. - Ability to synthesize input from client-facing teams, product teams, methodology stakeholders, and technical teams into clear support materials. - Strong problem-solving ability, attention to detail, and comfort managing escalations or ambiguous client questions. - Proficiency with Microsoft Office or a comparable office suite, along with comfort learning professional software platforms, internal tools, CRM systems, and client support systems. - Ability to work independently and collaboratively in a fast-paced, evolving environment. - Empathy, patience, professionalism, and sound judgment when supporting clients, users, and internal team members. Preferred qualifications include: - Experience building or improving customer support, client success, help desk, or client solutions processes. - Experience creating scripts, FAQs, training materials, onboarding guides, escalation workflows, or internal support documentation. - Familiarity with CRM, support, ticketing, project management, or documentation tools such as HubSpot, Salesforce, Zendesk, Jira, or similar platforms, with HubSpot experience preferred. - Exposure to RIAs, financial advisors, asset managers, ETF issuers, wealth platforms, investment products, or financial data products. - Familiarity with direct indexing, index methodology, portfolio construction, financial technology, or wealth management. ## About Syntax Syntax Data is a data and technology provider to the financial services industry. The company offers unique data sets for public and private companies that organize the global economy based on systems theory. Data is offered through database solutions, consulting services, indices, and technology platforms. For more information, visit syntaxdata.com. ## About Syntax ## Company Overview - **One-liner**: Syntax is a global technology solutions provider that modernizes mission-critical enterprise applications through AI-enabled innovation, cloud migration, and managed services for ERP systems. - **Entity Type**: Private — backed by Novacap (private equity) since 2016; previously acquired from founder-led ownership. - **Headquarters**: Montreal, Quebec, Canada - **Founded**: 1972 - **Founders**: Michael Etinson (founder & principal, later led through several growth phases) ## Core Business - **Primary industries**: IT Services, IT Consulting, Enterprise Cloud Solutions, Managed ERP Services (SAP, Oracle, JD Edwards). - **Target customers**: Enterprise and mid-market B2B organizations running mission-critical ERP workloads; global companies needing 24/7 application management, cloud migration, and AI-infused process automation. - **Mission/purpose**: "Put AI to work across the systems and people you rely on" — delivering production-grade, governed AI built around each customer's specific business, while balancing boutique-level care with global reach. ## Products & Services - **Managed Cloud & ERP Services**: End-to-end hosting, migration, and managed services for SAP, Oracle, and JD Edwards environments, with 24/7 global support. - **AI Agents & Automation**: AI agents built for specific workflows, including "AI inside your SAP core" and Joule agents (SAP's AI copilot) tailored to business processes. - **Strategic Advisory & Implementation**: Custom-fit strategies, industry expertise, and end-to-end solutions for digital transformation, from planning to implementation. - **Security Services**: Governance, risk, compliance, and cloud security solutions delivered alongside their managed services offering. ## Market Standing - **Valuation/Market Cap**: Not publicly disclosed (private company). The acquisition by Novacap occurred in 2016; followed by at least six additional acquisitions (e.g., Freudenberg IT in 2019, Beyond Technologies in 2023, Argon Supply Chain Solutions in 2024). - **Key Metric**: Annual Revenue — **$292M** (reported via LinkedIn, 2026). - **Notable Investors/Partners**: - Owner/investor: **Novacap** (Canadian private equity firm) - Strategic partners: SAP, Oracle, AWS, Microsoft - **Growth Signals**: - Workforce: ~1,505 employees per LinkedIn data (+11% YoY), but leadership page cites **over 2,800 employees** — conflicting reports. - Employment spread across 34 countries, with major hubs in Canada, US, India, Mexico, and Germany. - Active job postings: 124; job posting growth **+158% YoY**. - 165,817 LinkedIn followers (+30% yearly). - Multiple acquisitions in security and supply chain (e.g., Argon Supply Chain Solutions, Oct 2024), expanding beyond core ERP. ## Competitive Advantages - **"Boutique @ Scale" model**: combines high-touch, customized delivery with the resources of a global enterprise. - **Deep ERP heritage**: Since 1972 — built proprietary ERP software, partnered with JD Edwards, then evolved to SAP/Oracle hosting and AI — giving decades of domain expertise. - **24/7 global delivery network**: staffing across 34 countries enables follow-the-sun support and near-continuous uptime. - **Partnership ecosystem**: Deep integrations with SAP, Oracle, AWS, and Microsoft create hard-to-replicate bundles for enterprise clients. - **Acquisitive growth**: M&A strategy has added niche capabilities (e.g., supply chain via Argon, SAP specialists via EmeraldCube and Freudenberg IT) rather than just scaling headcount. ## Strategic Focus - **AI-first transformation**: Embedding AI agents and Joule into core SAP workflows to move beyond "pilot" projects into production-grade, governed AI. - **Industry-tailored solutions**: Pre-built outcomes for manufacturing, retail, and other verticals to reduce time-to-value ("weeks, not months"). - **Cloud modernization**: Continuing to shift legacy ERP workloads to hyperscaler clouds (AWS, Azure) while maintaining managed services. - **Global expansion**: Entering ten new markets under CEO Christian Primeau; continuing M&A to fill capability gaps (recent supply chain and consulting additions). ## Why Work Here - **Culture**: Emphasizes respect, teamwork, skill development, integrity, and "superior customer service" as core values. - **Flexible work**: "Global Flex" program allows role-based remote/hybrid choices; the mission is to build your career around your life. - **Growth opportunities**: Company in an aggressive growth phase (job postings up 158% YoY); employees frequently receive internal mobility pathways. - **Social responsibility**: An employee-led CSR education program funds volunteerism and global education initiatives. - **Diverse global team**: Workforce spans 34 countries with a heavy technical split — about 21% technical, 17% consulting, and 12% operations/project management, ideal for hands-on technologists. - **Perks**: 24/7 access to talent, international project exposure, and the "boutique @ scale" experience means you get enterprise-resource stability plus smaller-team agility. ## Sources 1. [syntax.com](https://www.syntax.com/) 2. [careers.syntax.com](https://careers.syntax.com/) 3. [ca.linkedin.com/company/syntax_57010](https://ca.linkedin.com/company/syntax_57010) 4. [syntax.com/why-syntax/careers/](https://www.syntax.com/why-syntax/careers/) 5. 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