IMPLEMENTATION SPECIALIST – FINANCIAL MARKETS TECHNOLOGY

Implementation Specialists / Business Analysts needed hybrid 3 days a week in NYC or Dallas only, base $80k – $110k plus around $20k target discretionary bonus.

My client is the leading provider of a Business Spend Management SaaS platform that sits above all other technologies and captures, houses and manages your vendors, contracts, and invoices while giving you the ability to allocate expenses in unlimited ways and layers, using any attribute. Their software is used by many of the top hedge funds, asset managers, private equity firms and family offices in the world.

Job Overview:

The Implementation Specialist will play a crucial role in ensuring the successful onboarding and implementation of the platform for clients. This role requires a combination of technical expertise, project management skills, and excellent communication to deliver a seamless experience for new clients.

Responsibilities:

– Client Onboarding: Lead the onboarding process for new clients, ensuring a smooth transition from sales to implementation.

– Requirements Gathering: Collaborate with clients to understand their specific requirements and business processes.

– Configuration: Customize the software to meet client needs, including system configurations, data migrations, and integration with existing systems.

– Training: Conduct training sessions for clients to ensure they are proficient in using the platform’s features and functionalities.

– Issue Resolution: Act as the primary point of contact for clients during the implementation phase, addressing and resolving any issues that may arise.

– Documentation: Create and maintain comprehensive documentation of client configurations, customizations, and implementation processes.

– Collaboration: Work closely with cross-functional teams, including sales, product development, and support, to ensure a cohesive and positive client experience.

Qualifications:

– 2 – 7 years of total experience in software implementation or related roles in financial markets technology

– Strong project management skills with the ability to handle multiple clients and projects simultaneously.

– Strong organizational skills and strong background in process

– Excellent communication and interpersonal skills.

– Customer-focused mindset with a commitment to delivering high-quality service.

– Adaptability and the ability to thrive in a fast-paced, dynamic environment.