Senior Implementation Consultant

Solovis; United States; Presencial; USD 120.000 - 180.000; Jornada completa

Descripción de la vacante

Solovis is seeking a Senior Implementation Consultant on the Professional Services team to own the client relationship throughout the implementation lifecycle. You will project manage engagements, coach clients through decisions, and guide best practices to keep projects on scope, on time, and on budget.

You will mentor Implementation Associates, collaborate with project managers, and apply portfolio analytics and platform configuration expertise to deliver clear, measurable outcomes for

Formación

• Experience in a client relationship or project management capacity.
• Academic or professional exposure to the institutional investor landscape.
• Experience mentoring or coaching junior team members.

Responsabilidades

• Own the client relationship, serving as the primary point of contact and trusted advisor throughout the implementation.
• Work in consultation with the project manager on engagements to coordinate scope, timeline, budget, and deliverables across the client and internal team; provide coaching and mentorship to Implementation Associates.
• Coach clients through complex topics, providing guidance on portfolio analytics, reporting, and platform configuration decisions.
• Proficiency in utilizing data and analytics to make informed decisions and drive business strategies.
• Detail-oriented and organized, prioritizes effectively, excels at time management, and anticipates decision-making impacts.
• Clear and effective communicators capable of conveying information succinctly and clearly.
• Spots problems before they exist, anticipates downstream impacts, and selects interventions that maximize benefits.

Conocimientos

Client relationship

Project management

Mentoring junior team

Descripción del empleo

Solovis is a leading portfolio management and analytics platform helping institutional investors navigate today's complex global markets with clarity and confidence. Backed by Insight Partners, we're building the next chapter of growth by investing in people and product to raise the bar on quality and client outcomes. Our team is driven by culture and disciplined execution, humility, and curiosity - where AI is at the core of how we operate, innovate, and serve clients. At Solovis, you'll join a tech-forward, growth-minded team that believes in learning fast, thinking big, and delivering meaningful impact for asset owners worldwide.

About this role

As a Senior Implementation Consultant on our Professional Services team, you will own the client relationship throughout the implementation lifecycle. This role is suited for professionals who bring strong project management discipline, deep subject matter expertise, and the ability to guide clients through complex analytical and operational topics. You will project manage the engagement, coach clients through decision points, and provide guidance on best practices to keep the project on scope, on time, and on budget. You will also coach and develop the Implementation Associates on your project team, reviewing their work and supporting their growth.

Key responsibilities

• Own the client relationship, serving as the primary point of contact and trusted advisor throughout the implementation.
• Work in consultation with the project manager on your engagements to, coordinating scope, timeline, budget, and deliverables across the client and internal team. Provide coaching and mentorship to Implementation Associates.
• Coach clients through complex topics, providing guidance on portfolio analytics, reporting, and platform configuration decisions.
• Proficiency in utilizing data and analytics to make informed decisions and drive business strategies.
• Detail-oriented and organized, this individual prioritizes effectively, excels at time management, and anticipates well in decision making.
• Clear and effective communicators capable of conveying information succinctly and clearly.
• Plays chess, not firefighting — spots problems before they exist, anticipates second- and third-order downstream impacts, and selects the intervention that compounds best. Distinction: Decisive under uncertainty is acting under incomplete information; Proactive Problem Solving is the upstream act of seeing the board clearly.
• Ability to swiftly adapt to changes and maintain high performance under shifting conditions and challenges.

Skills

• Experience in a client relationship or project management capacity.
• Academic or professional exposure to the institutional investor landscape.
• Experience mentoring or coaching junior team members.

Requirements

• 3-5 years of relevant experience, preferably in FinTech serving institutional investors.