Senior Consultant - Implementation & Configuration Services
As part of the Professional Services organization within Mercatus, the primary goal of the Senior Consultant will be ensuring successful Implementation and Configuration Services ("ICS") to meet customer requirements while promoting customer adoption and providing a channel for the sale of other company Software and Services.
This role is extremely critical as it takes the handoff of a client from a finalized Sales contract to ensuring that customer is effectively on-boarded (a consulting engagement that could last several months).
As a senior hire on this team in high growth phase, this person has the unique opportunity to also support business development efforts heavily throughout the sales process.
As such, the role is equal parts Sales, Client Management, and Operations, and it works closely with every area within the company while gaining a deep understanding of all areas of the business.
The Senior Consultant will be the key interface to customer success and have consistent exposure to large private markets funds and multi-national companies.
Why this role is important to us
The team you will be joining is part of Charles River Development (CRD), which became part of State Street in ****.
CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management, and hedge funds.
Together we have created the first open front-to-back platform – State Street Alpha, launched in ****.
Join us if delivering next generation infrastructure, using emerging technologies like AI and Blockchain sounds like a challenge you are up for.
What you will be responsible for
As Senior Consultant you will
Client Work:
Own client engagement and program management of Professional Services deployment
Manage customer relationship throughout the execution of the Implementation and Configuration Services (ICS) program
Guide customers to decisions / consensus and drive toward deadlines assertively
Lead requirements gathering with the customer to ensure successful configuration specific to their needs
Design ideal deployment outcomes for the client, with a heavy focus on end visuals in Business Intelligence for client use in reporting/analysis
Define deployment options for the customer and outline key advantages/disadvantages
Coordinate individual Business Managers responsible for various elements of customer integration
Deliver final configuration to the customer and complete onboarding
Establish a plan for Organization Change Management ("OCM") within the customer organization, including leading live training and supporting post-ICS adoption phases with the Account Manager
Business Development:
Identify areas for other Software or Services within current customers through the course of the ICS engagements
What we value
8+ years' experience implementing SaaS solutions to private markets, investment banks, or Fortune 500 companies
Experience in Private Credit / Debt, Infrastructure investments, Private Equity, Fund / Portfolio Management
Experience leading change management efforts across large enterprises (50+ people across regions)
Ability to communicate effectively from C-level to entry-level employees
Strong interpersonal skills to manage client relationships
Analytical and strong problem-solving skills
Process efficient with heavy attention to detail
Ability to proactively seek solutions and ways to improve performance
Experience working with Business Intelligence dashboards / data modeling highly preferred
Experience delivering corporate training, proof-of-concepts, and promoting software usage preferred
Education & Preferred Qualifications
Degree in finance or business preferred
CAIA or CFA designation highly preferred
Additional requirements
Ability to travel as required for customer engagements (~30%), including internationally
Adaptability and desire to work in a fast-paced, changing environment
About State Street
State Street is one of the largest custodian banks, asset managers, and asset-intelligence companies in the world.
From technology to product innovation, we're making our mark on the financial services industry.
For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people.
We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
We make all efforts to create a great work environment.
Our benefits packages are competitive and comprehensive.
Details vary by location, but you can expect generous medical care, insurance and savings plans among other perks.
You'll have access to a flexible Work Program to help you match your needs, and our wealth of development programs and educational support will help you reach your full potential.
We believe our employees' diverse backgrounds, experiences and perspectives are powerful contributors to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients.
We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality.
Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader.
You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal-opportunity and affirmative-action employer.
We consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
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