Role Overview
The Senior Implementation Consultant is a senior resource within our professional services group. This role is responsible for requirements gathering, implementation of the SentryPM solution, configuration of its modules, and conducting client training. He/she will have a background in investment management and/or loan loans processing and will have a good understanding of the back office terminology and operational requirements particularly for private credit funds, loans, and bank debt.
Responsibilities
- You will be responsible for managing the implementation of SentryPM (Order Management, Portfolio Management, Direct Lending, Data Warehouse and Reporting) on behalf of clients.
- You will be part of a team responsible for end-to-end project delivery - requirements gathering, defining the scope, crafting and executing a project plan, identifying risks and dependencies, and aligning internal and client expectations throughout the life cycle of the project.
- You’ll be providing accurate project estimates and consistently meeting dedications with a specific focus on quality and delivery efficiency.
- Conduct and manage client on-site meetings, workflow, and technical trainings.
- You will document client-specific customizations and assisting with training the internal Support team on client-specific workflows.
- Potentially lead multiple projects simultaneously while meeting the expected budget and deadlines.
- Provide clients with consulting advice based upon technological considerations and industry best practices.
- Effectively and expertly working with various internal teams on client projects and company-wide initiatives.
Your Profile
- BS/BA in Business, Finance, Computer Science or a related field.
- Extensive experience within the Financial Services Industry (buy-side).
- Software Implementation experience a plus
- Excellent and effective social skills, along with good communication skills both verbal and written. Client facing experience required.
- Loan Processing / Portfolio Management implementation experience in multi-asset class trading environments.
- Knowledge of project management methodologies and the ability to identify project risks a plus.
- Demonstrated ability to work on multiple tasks simultaneously under pressure and competing deadlines.
- At ease operating in a dynamic, fast-growing team, able to be self-sufficient with a can-do attitude.
- Strong analytical and problem solving / decision-making skills.
- Self-motivated, driven, and open to adapting to change within a dynamic environment.