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Client Systems Implementation Consultant

2 months ago


Dallas, Texas, United States FinTech Automation Full time

The ideal Client Systems Implementation Consultant will be proactive and self-motivated, responsible for strategizing, establishing, and overseeing the deployment of client systems development and implementation. This role serves as a crucial link between the technical team, management, and clients for designated projects. Strong communication skills are essential for simplifying complex concepts and a solid grasp of technical requirements is necessary. Frequent meetings with customer representatives will be required to gather necessary content, while also collaborating with the technical team to convey client specifications.

Key Responsibilities

  • Manage project budgets while maintaining adaptability for unforeseen challenges.
  • Draft, update, and refine proposals for assigned projects, including objectives, technologies, system specifications, timelines, funding, and staffing.
  • Evaluate intricate ideas or proposals and formulate a variety of actionable recommendations.
  • Utilize data and insights to guide conclusions and support decision-making processes.
  • Collaborate with clients on system and service configurations, product modifications, and optimal business practices.
  • Deliver both group and individual training sessions to enhance basic and advanced skills.
  • Organize and lead training initiatives, coordinate ongoing site activities, facilitate meetings, collect data, and prepare reports.
  • Supervise the formal transition of systems and operational services to other departments or clients.
  • Proactively gather insights to comprehend customer needs and set appropriate expectations.
  • Develop perspectives on significant global trends and their implications for clients.
  • Foster a positive work environment by monitoring team workloads while meeting client expectations and respecting work-life balance.
  • Conduct analysis, setup, testing, and validation for various projects, ensuring exceptional service while minimizing financial risks.
  • Communicate effectively with all business partners, providing timely updates to any potentially affected groups or individuals.
  • Review and validate documentation for compliance and operational accuracy, auditing plans for inefficiencies.
  • Build and sustain client relationships throughout consulting engagements, ensuring high levels of customer satisfaction.

Essential Skills and Qualifications

  • Highly organized with a keen attention to detail.
  • Strong analytical, logical reasoning, and problem-solving abilities.
  • Exceptional verbal and written communication skills.
  • Comprehensive understanding of project management principles and methodologies.
  • Thorough knowledge of technology procedures and practices.
  • Proficient or quickly adaptable to a variety of general and specialized applications, software, and hardware used in the industry.
  • Ability to inspire and motivate teams to complete projects efficiently.
  • Proficient in Microsoft Office Suite.
  • Perform additional related duties as required.

Education and Experience Requirements

  • Bachelor's degree in Computer Science, Information Technology, Software Engineering, or a related field is required (Master's degree preferred).
  • A minimum of three years of relevant experience in the technology sector is required.
  • Experience with budget planning, cost estimation, and project implementation.
  • Prior experience in consulting, project management, or client implementation rollouts is essential.
  • Able to collaborate effectively with colleagues and clients.
  • Experience in the financial industry is advantageous.