Principal, Strategic Clients & Integrations

Cassini Systems•New York, NY

5d•$127,234 - $175,000•Hybrid

About The Position

The Principal, Strategic Clients & Integrations position is a key role within the Client Services Team, which comprises experts in the Cassini platform. This role is responsible for managing large and strategic projects, collaborating with Relationship Management and Support functions to ensure a great client experience and ongoing platform benefit. The position reports to the regional Client Services Lead and acts as a partner by providing subject matter expertise on Cassini and the strategic client base and partnerships.

Requirements

Bachelor’s degree or foreign equivalent in Finance, Business Management, or a closely related field
2 years of experience in client delivery engineering for financial technology services
Detailed understanding of Cassini Systems’ complex data requirements and the API and ETL translation layers used to interface with Cassini
Deep knowledge of the analytics models and workflows supported by the Cassini margin analytics platform, and how they can be implemented and configured for different types of clients
Demonstrated experience working with and manipulating large, complex datasets
Demonstrated comfort working with data transmission layers such as APIs and SFTP
Demonstrated experience working with automation tools such as SoapUI and Postman
Demonstrated understanding of financial instruments, in particular Prime Brokerage business
Demonstrated excellent stakeholder engagement skills
Demonstrated strong project management skills, including experience creating and tracking implementation plans or similar projects using project management tools
Demonstrated ability to document data flows and client user documents for external consumption
Demonstrated clear understanding and ability to link together complex workflows to produce a coherent and workable solution
Demonstrated excellent organizational skills and ability to work on many workstreams in parallel
Demonstrated good attention to detail

Responsibilities

Manage projects and stakeholders by coordinating large and strategic implementation projects, including creating and maintaining custom implementation plans and clearly organizing and ensuring delivery of the required implementation tasks
Manage stakeholders for strategic clients, with responsibility for reporting and communications for large and strategic implementation projects, including the maintenance of task logs, RAID logs, and trackers
Provide Subject Matter Expertise to Delivery Engineers and Client Services Managers to ensure knowledge is disseminated throughout the organization to assist in implementation and use of the Cassini software
Provide guidance to other team members on using a range of data formats, such as json, xml, or csv, to receive client data and transform data into internal formats using an ETL layer
Ensure that strategic clients’ required functionality is performing as expected by coordinating testing and validation of expected usage
Provide user training and documentation to the client’s teams on specific features within the client’s preferred workflow (such as using APIs, UI, or reporting tools)
Liaise with Development and Product teams to highlight and prioritize new features or enhancements required for the client projects they are working on
Assist the Production Support team with production client queries with understanding of the client use cases and workflows
Escalate any concerns with client sentiment or project delivery
Own the documentation and knowledge base for partnership offerings and integrations
Advise and coordinate enhancement and growth of partnership functionality and experience