Principal Business Consultant

Teciem

76d

About The Position

Teciem designs, builds, and delivers treasury and capital markets software solutions for financial institutions worldwide. Its solutions provide a complete, front-to-back platform covering the trading lifecycle, from execution and position keeping to risk management. Reporting to the Regional Head of Services, the Principal Business Consultant, Fusion Invest/Sophis, supports new and existing clients with data analysis and mapping, system configuration, implementation, consultative training or training reinforcement, and implementation support. The consultant follows project standards and quality requirements, completing projects on schedule and in accordance with client specifications. The position is client-facing and may require travel to client sites as project needs warrant. Work is typically moderately complex.

Requirements

At least 10 years of experience in a relevant area of expertise, preferably at a financial institution or industry software company.
Client-facing service experience.
Experience with Teciem's Fusion Invest/Sophis product or similar asset management/annuities products.

Nice To Haves

Software implementation, support, or training experience.
Experience with project management disciplines.

Responsibilities

Consult with clients to determine project requirements and conduct needs analysis.
Configure or assist clients in configuring system parameters and controls according to their business practices and processes; recommend best practices, review setups, and obtain client acceptance.
Conduct data analysis and mapping for assigned applications, analyzing source data and mapping it to target applications for technical resources.
Provide on-site or remote support during client conversions, as applicable.
Test and troubleshoot system configuration and functionality.
Validate new system input, output, and connectivity; identify, research, and help resolve issues with technical resources.
Facilitate converted database validation sessions with clients, as applicable.
Assess and report project risks and participate in developing and implementing mitigation plans.
Communicate project scope, status, and risks to stakeholders.
Record time spent on project-related activities accurately and promptly.
Follow project, departmental, company, quality, and project management standards.
Manage assigned implementation activities to bring projects to timely completion and transition clients appropriately.
Complete post-implementation tasks promptly and update internal documentation as applicable.
Provide subject matter expertise to internal teams, including sales, development, support, training, and professional services.
Participate in developing implementation or training content and deliver software training or reinforce previous training for external clients and internal staff.
Maintain, enhance, and broaden knowledge of software applications and industry practices.