Overview
Join to apply for the SaaS Solution Senior Consultant, AVP role at State Street.
Why this role is important to us
The team you will be joining is a part of Charles River Development (CRD), which became part of State Street in 2018. 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 2019. This role focuses on delivery, customer success, and opportunities to support business development throughout the sales process.
What You Will Be Responsible For
* Client Work: Own client engagement and program management of Professional Services deployment
o Manage customer relationship throughout ICS
o Guide customer to decisions / consensus and drive to deadlines assertively
o Lead requirements gathering with customer to ensure successful configuration specific to needs
o Design ideal deployment outcomes for client with heavy focus on end visuals in Business Intelligence for client use in reporting / analysis
o Define deployment options for customer and outline key advantages / disadvantages
o Coordinate individual Business Managers responsible for various elements of customer integration
o Deliver final configuration to customer and complete onboarding
o Establish plan for Organization Change Management (OCM) within the customer organization, including leading Live Training and supporting post-ICS adoption phases with Account Manager
* Business Development: Sales / Marketing
o Identify areas for other Software or Services within current customers through ICS engagements
What We Value
* 2+ years' experience implementing SaaS solution to private markets, i-banks, or Fortune 500
* 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 equally effectively from C-level to entry level employees
* Strong interpersonal skills to manage client relationships
* Analytical with 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 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. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Equal Opportunity
State Street is an equal opportunity and affirmative action employer.
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