Principal Implementation Specialist
About The Position
The Principal Implementation Specialist leads implementation efforts for a business line or product, partnering with the regional Implementation manager to develop and execute best practices. The role helps ensure product-development strategies work in the market and that products become easier to deploy over time. Working primarily with FactSet's performance suite, core analytics, and risk tools, the specialist partners with subject matter experts and project teams to lead successful client implementations and support customer success through complex organizational or technology changes. The position provides product and technical guidance, coordinates implementation scope and plans, and works with clients to design solutions for their needs. It also collaborates with Product Development and Engineering to improve products based on client workflows, supports training, and facilitates clients' transition from implementation to support. The role is hybrid and may be based in Boston, Chicago, Los Angeles, New York, Norwalk, San Francisco, or Toronto. Candidates must be legally authorized to work in the United States without current or future employer sponsorship.
Requirements
- At least 7 years of experience working with FactSet Analytics tools.
- Bachelor's degree in Economics, Business, Computer Science, or a related field, or equivalent experience.
- Understanding of client use of FactSet Analytics and Performance Solutions, including PA (Portfolio Analysis), SPAR (Style, Performance, and Risk), Portfolio Vault & Insight, and Analytics APIs.
- Excellent technical background.
- Technical proficiency, particularly in writing complex screening codes.
- Detail-oriented, with the ability to see the big picture.
- Initiative, enthusiasm, and willingness to take ownership.
- Willingness to travel.
- Must be legally authorized to work in the United States without the need for employer sponsorship, now or in the future.
Nice To Haves
- CFA, CIPM, CAPM, FRM, MBA, or other industry certifications.
Responsibilities
- Produce client-facing communications in coordination with the implementation project manager.
- Build and manage implementation scope and effort estimates, and collaborate on project plans.
- Provide functional and technical product guidance when designing processes to meet customer needs.
- Create user workflow specifications and set priorities and direction for technical integration staff based on client requirements.
- Develop a comprehensive understanding of the technical aspects of the Analytics suite.
- Implement new deployments and enhance existing deployments to improve user experience and enable sales opportunities.
- Communicate effectively with sophisticated users, applying knowledge of investment principles and their use in the industry.
- Identify growth strategies by mapping client organizational structures and uncovering opportunities during implementation.
- Share emerging trends, effective practices, and areas for improvement.
- Study client workflows and partner with Product Development and Engineering to improve FactSet products.
- Provide user training and support development of training programs.
- Facilitate the transition from implementation to support.
Benefits
- Health, life, and disability insurance.
- Retirement savings plans.
- Discounted employee stock purchase program.
- Paid time off for holidays and family leave, plus company-wide wellness days.
- Flexible work accommodations.
- Career progression planning and dedicated monthly learning and development time.
- Business Resource Groups open to all employees.
- Opportunities to participate in volunteerism and sustainability initiatives.
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What This Job Offers
Job Type
Full-time
Career Level
Principal
