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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 orchestrating, establishing, and overseeing the deployment of client systems development and implementation. This role will act as a bridge between the technical team, management, and clients for designated projects. Strong communication skills are essential for this position, enabling the individual to simplify complex concepts and possess a solid grasp of technical requirements and principles. Frequent meetings with customer representatives will be necessary to comprehend required content, as well as discussions with the technical team to clarify client specifications.

Key Responsibilities

  • Maintain project budgets while remaining adaptable to unforeseen challenges.
  • Draft, update, and refine proposals for assigned projects, detailing project goals, technologies, systems, information specifications, timelines, funding, and staffing.
  • Evaluate intricate ideas or proposals and formulate a variety of significant recommendations.
  • Utilize data and insights to guide conclusions and support decision-making processes.
  • Collaborate with clients on system and service configurations, product adaptations, and optimal business practices.
  • Deliver both group and individual training sessions to support basic and advanced skill development.
  • Organize and lead training initiatives, ongoing site coordination, facilitate conference calls and meetings, collect data, and prepare reports.
  • Oversee the formal transition of systems and operational services to other departments or clients.
  • Proactively gather insights to understand customer needs and set appropriate expectations.
  • Develop insights on key global trends and their implications for clients.
  • Create 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 risk.
  • Effectively communicate with all business partners, providing timely updates to any potentially affected groups or individuals.
  • Review and validate documentation for compliance and operational accuracy, and audit plan designs for inefficiencies.
  • Build and sustain client relationships throughout consulting engagements, ensuring customer satisfaction.

Essential Knowledge, Skills, and Abilities

  • Highly organized with a keen attention to detail.
  • Exceptional analytical, logical thinking, and problem-solving abilities.
  • Outstanding verbal and written communication skills.
  • Comprehensive understanding of project management principles and planning.
  • Thorough knowledge of technology procedures and practices.
  • Proficient with, or able to quickly master, a variety of general and specialized applications, software, and hardware utilized in the organization and industry.
  • Ability to inspire groups to complete projects within set timelines.
  • Proficient in Microsoft Office Suite.
  • Willingness to perform other related duties as assigned.

Qualifications and Experience

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