SaaS Functional Consultant for Financial Platform

Kaha

Charlotte (NC)

On-site

USD 95,000 - 150,000

Full time

2 days ago

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Benefits offered by this job

Flexible working arrangements

Global team environment

Career development opportunities

Job summary

Kaha Consulting is seeking a Functional Consultant to analyze, design, and configure Fenergo solutions for clients in the US/NA region. You will design journeys, data models, rules, and integrations using the Fenergo platform to streamline onboarding and reduce manual work.

Ideal candidates are curious, analytical, and collaborative, with experience in financial services, regulatory topics, and Agile environments.

Qualifications

Business analysis experience, preferably in financial services.
Experience with solution design techniques (e.g., business process modelling).
Advanced MS Office skills (Excel, Word, PowerPoint).
Good knowledge of IT systems, architectures, and terminology.
Excellent analytical and creative problem-solving abilities.
Strong interpersonal and leadership skills.
Excellent written and oral communication skills.
Strong presentation and facilitation skills.
Client-facing delivery – seeing software through the release cycle.
Bachelor's degree in business or technology.
Working in an Agile Software Development environment.
Experience in Financial Services processes.
Knowledge of Financial Regulatory topics.
Database, SQL and Reporting Skills.
Previous experience in building cross-system integrations.
Experience with ALM systems, e.g. Azure/JIRA/Trello.
Experience with Financial Services Processes, Financial Regulation, and Products, particularly relating to client and product-onboarding.

Responsibilities

Develop and maintain deep product, platform and tool knowledge within the Fenergo system.
Understand and manage the client relationship through requirements gathering, implementation, documentation and approval.
Support and drive the functional analysis and solution design.
Translate client requirements into Fenergo configuration and resolve configuration issues.
Validate and test your own configuration.
Manage your work to meet deadlines with the broader team.
Communicate impact of configuration changes to other parts of the configuration.
Document configuration approach and present to stakeholders for review/approval.
Stay updated on product changes and the full toolset for impact assessment.
Prepare and deliver training sessions to client business users.
Document use-case scenarios for resilient configuration (edge cases).
Solution design, configuration, and evaluation of SaaS platform per business needs.
Investigations to meet requirements and gap analysis with options/outcomes/recommendations.
Deliver product and solution demonstrations to clients.
Manage stakeholder expectations and scope.
Support change management per project.
Implement sound tenant management and configuration practices.
Research and analyze business, regulatory, and technical topics for requirements and solution design.
Review and recommend changes to configuration processes per business needs.
Provide product leadership in design discussions and influence delivery teams.
Provide guidance to junior team members.
Support training/knowledge transfer within configuration and consulting practice.
Provide ongoing feedback to product engineering and QA of content.
Provide SME support to Sales/Pre-Sales and project teams.
Elicit feedback for growth and share with team.