Principal, Strategic Clients & Integrations

Cassini Systems•New York, NY

4d•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 role reports into 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.