Seersite | Team Lead, Client Solutions

Seersite is seeking a Team Lead for Client Solutions at Palm Venture Studios in Greenwich, CT. This hybrid role involves overseeing a team of client solutions specialists, managing client projects, and developing scalable systems for expert delivery. Candidates should have 5+ years in client solutions and leadership experience. The position offers competitive compensation and the opportunity to shape a fast-growing company focused on innovative research and expert engagement.
Team Lead, Client Solutions

Location: USA (Hybrid)

About Seersite

Seersite is reimagining how institutional investors and decision-makers access expert insight. We combine a proprietary expert network with AI to deliver scalable, high-quality perspectives—faster and smarter.

But we're not just another expert network. We put the expert at the center, creating a platform where professionals can share and monetize their expertise in new and exciting ways. Our mission is to transform how insights are generated, delivered, and used.

Our clients include leading financial institutions and consultancies. We're growing fast—and we're looking for builders.

About The Role

This is a unique opportunity to join Seersite at a critical moment of growth and take the lead on building and scaling a core function of the business. As Team Lead of Client Solutions, you'll be responsible for overseeing all team of client solutions specialists.

You'll lead a team that uses the latest technologies, including AI, to deliver expert insights quickly, compliantly, and at exceptional quality. You'll also be empowered to build and manage a team, and help design the systems and workflows needed to support a rapidly growing expert marketplace and research platform.

This is a hands-on role for someone who thrives in dynamic environments, wants to build, and is excited to shape how clients and experts interact in a new model of research.

What You'll Own
• Build and lead a high-performing team across client service and expert engagement
• Run client projects end to end, ensuring expert insights are delivered quickly and effectively across formats
• Own expert sourcing and onboarding at scale, using AI tools and automation to drive speed, quality, and coverage
• Work directly with institutional clients to understand their research needs and deliver relevant, actionable insight
• Develop scalable systems, processes, and KPIs for expert delivery and client execution
• Collaborate with Product and Engineering to refine platform workflows and unlock automation
• Maintain high standards of compliance and service quality

Requirements
• 5+ years of experience in client solutions, operations, or expert engagement—ideally in an expert network environment
• 1+ years of leadership experience building teams and running high-volume workflows
• Proven ability to manage both client relationships and expert recruiting pipelines
• Strong grasp of how institutional clients consume insights and what they value
• Exceptional organizational, leadership, and communication skills
• A builder's mindset: proactive, curious, resourceful, and comfortable with ambiguity
• Bachelor's degree required; advanced degree a plus
• Willingness to travel as needed

Benefits
• Competitive compensation
• Hybrid work model with flexibility
• The chance to be part of and shape the direction of a fast-growing company
• Exposure to the future of research and expert engagement, including AI workflows
• Mission-driven team with a bias for action and innovation
• A unique platform where both clients and experts win

Seersite is an equal opportunity employer. We're committed to building a diverse, inclusive team. If you're excited about the role but don't meet every single qualification, we still encourage you to apply.