Client Solutions Consultant

ORION • Jacksonville, FL

1d • Hybrid

About The Position

As a Client Solutions Consultant, you will be responsible for working with the sales and service teams to identify client needs and use industry best practices to help facilitate new sales, onboarding and ongoing support of the client's personalized Summit experience. The ideal candidate should be able to understand and translate a clients business need to a corresponding user view/experience within the platform. The candidate will work closely with the product and development teams to ensure successful implementation of any unique client projects. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. For Internal and External Candidates: Candidates must work in-office at one of the following locations for at least 3 days per week: Jacksonville, FL. At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients. At Orion, our work is driven by a shared mission to create beautiful technology, comprehensive investment management solutions, and flexible support services that empower financial professionals to realize their vision for success. For more than 20 years, the Orion brand has been synonymous with one thing: Innovation. Today, with more than 1,800 financial services firms served across our technology, investment, and services businesses, we are as determined as ever to push the boundaries of what’s possible to help our clients bring life to their vision for success. If you're ready to grow your career and work alongside amazing teammates, you've come to the right place. Click here to learn more!

Requirements

• Understands the clients' full data model including integrations, APIs, database configurations, workflows, and automations
• Has familiarity with front end UX design features including responsive design, user journey mapping, prototyping and usability testing
• Has ability to effectively utilize user-centric design thinking to identify, troubleshoot and overcome any challenges that need to be addressed proactively to ensure the platform meets their needs and accomplishes business goals
• Effectively manages multiple projects simultaneously
• Successfully gathers full requirements, manages client expectations, communicates effectively and has strong organizational skills to meet deadlines in a fast-paced environment
• Has a minimum of a bachelor’s degree
• Has a minimum of 5 years of experience
• Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization

Responsibilities

• Effectively understand a clients business model, client base, current technology components, growth strategy and desired user experience
• Translate business needs into an implementable user experience using the know your client function
• Work with internal product, operations, onboarding, and development teams to ensure all data connectivity and visualizations meet client needs
• Use industry and product specific knowledge to provide the client with a consultative experience to set proper expectations for creating their vision for the personalized experience
• Identify any additional opportunities for Orion to help the client with any other products or services

Benefits

• health, dental, vision, and disability coverage on day one
• 401(k) plan with employer match
• paid parental leave
• pet benefits including pawternity leave and pet insurance
• student loan repayment

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level