

Implementation Specialist
Location: New York
About the Role
Advise Technologies provides best-in-class software and service; our Implementation Specialists are responsible for ensuring clients receive both. Implementation Specialists drive client interactions related to initial implementation initiatives and the support of our existing customer base.
A successful implementation Specialist will draw on project planning skills, an understanding of financial business data in the regulatory space, and superior communication abilities to serve as:
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A link between clients and the Advise organization
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A dedicated resource for client questions on software products, training issues, regulations, and financial data use
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A coordinator of all implementation tasks, from initial client contact through project completion
Responsibilities:
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Serve as a conduit for information transfer between our clients, third parties (such as partners or service providers), and internal teams. This includes communicating release update information, client issues, and workflow improvement suggestions.
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Provide project management by organizing, planning, and executing all actions required to complete implementation initiatives.
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Drive productivity by coordinating between client and internal resources to ensure successful meetings and interactions.
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Act as a main point of contact for clients during busy periods (e.g. near regulatory filing deadlines).
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Offer input and assistance during the pre-sale process. The Implementation Specialist partners with our Sales team to scope Statements of Work that reflect required tasks.
Skills and competencies (the ideal candidate will have):
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5+ years of financial services/project management experience
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In-depth knowledge of our client base, including Hedge Funds, Private Equity Funds, Fund of Funds, and Fund Administrators
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An understanding of financial services business data as it relates to regulatory requirements
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Experience implementing enterprise software systems
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Familiarity with Microsoft technologies (SQL Server, IIS, .NET, Etc.) (preferred)
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Familiarity with software development life cycle (SDLC)
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Extreme attention to detail
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Excellent verbal and written communication skills
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Able to work effectively under pressure
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Able to coordinate multiple projects at once
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Highly developed EQ and ability to think empathetically
Education:
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Bachelor’s degree (Finance or Social Sciences preferred)