The Implementation Consultant is a client facing role with primary responsibilities for soliciting system configuration requirements, providing implementation services, and identifying market requirements for future product development. This involves being an intermediary between the end client, product development, customer support, quality assurance and sales.

Through the life cycle of implementations, the Implementation Consultant will identify new feature requests and enhancements. The Implementation Consultant may need to work for continued periods of time on a client sites globally. Approx. 40% annual international travel.

  • Identify client-defined configuration requirements
  • Create, maintain and manage implementation project plans
  • Assist client firms with the initial roll-out of the application firm-wide
  • Provide initial client training and implementation support
  • Facilitate user feedback sessions to identify problem areas and clarify feature requests
  • Identify and escalate potential roadblocks/issues and work with Account Management for resolution
  • Transition clients to customer support for ongoing support and on-demand assistance
  • Assist quality assurance with software testing and prioritize incidents for resolution
  • Provide input to internal processes for managing the development priorities and product roadmap
  • Manage client and stakeholder expectations throughout the product lifecycle
  • Assist customer support in the event of staff absence

Desired Skills and Experience
  • Strong interpersonal skills working with clients and internal technical staff
  • Strong analytical and problem-solving skills
  • Experience defining, implementing or supporting software in financial services industry preferred
  • Excellent written and verbal skills to document project requirements and track milestones
  • Excellent attention to detail and process-driven methodologies
  • Proactive approach to leading a team, managing a project, and problem resolution
  • Previous experience working with colleagues in a different time zone preferred
  • Previous experience working on client sites for consultancy or software delivery firm
  • Knowledge of code of ethics regulations and compliance risks ideal but not required
  • Minimum 5 years as a business analyst or implementation consultant in software or information services
  • Minimum 3 years in project management
  • Bachelor's degree in business administration, computer science or related degree