Working closely with Account Executives, they engage with direct lenders, opportunistic and specialty finance managers, BDC managers, and insurer credit arms throughout the pre-sales process and stay with them well past it — leading pilots on live opportunities, guiding lenders through what's possible with AI, and sitting down with credit teams to build screening, underwriting, and credit committee workflows in the firm's own templates and formats. 3+ years on the investment or underwriting team at a direct lender, private credit fund, BDC manager, or insurer private credit arm, with demonstrated ownership of live deal work: screening, underwriting, diligence workstreams, modeling, structuring, and drafting credit committee materials.