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Who we are looking for
As part of the Professional Services organization within Mercatus, the primary goal of the Senior Consultant will be ensuring successful Implementation and Configuration Services (ICS) to meet customer requirements while promoting customer adoption and providing a channel for the sale of other company Software and Services. This role is extremely critical as it takes the handoff of a client from a finalized Sales contract to ensuring that customer is effectively on-boarded (a consulting engagement that could last several months). As a senior hire on this team in high growth phase, this person has the unique opportunity to also support business development efforts heavily throughout the sales process. As such, the role is equal parts Sales, Client Management, and Operations, and it works closely with every area within the company while gaining a deep understanding of all areas of the business. The Senior Consultant will be the key interface to customer success and have consistent exposure to large private markets funds and multi-national companies. The key to this role is delivery - the Senior Consultant will lead the execution to deliver to client goals while being a trusted advisor to the client.
Why this role is important to us
The team you will be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created first open front-to-back platform - State Street Alpha, that was launched in 2019.
Join us if delivering next generation infrastructure, using emerging technologies like AI and Blockchain sounds like a challenge you are up for.
What you will be responsible for
As Senior Consultant you will
Client Work: Own client engagement and program management of Professional Services deployment
Manage customer relationship throughout ICS
Guide customer to decisions / consensus and drive to deadlines assertively
Lead requirements gathering with customer to ensure successful configuration specific to needs.
Design ideal deployment outcomes for client. Heavy focus on end visuals in Business Intelligence for client use in reporting / analysis.
Define deployment options for customer and outline key advantages / disadvantages
Coordinate individual Business Managers responsible for various elements of customer integration
Deliver final configuration to customer and complete onboarding
Establish plan for Organization Change Management (OCM) within customer org, including leading Live Training and supporting post-ICS adoption phases with Account Manager
Business Development: Sales / Marketing
Identify areas for other Software or Services within current customers through ICS engagements
What we value
8+ years experience implementing SaaS solution to private markets, i-banks, or Fortune 500
Experience in Private Credit / Debt, Infrastructure investments, Private Equity, Fund / Portfolio Management
Experience leading change management efforts across large enterprises (50+ people across regions)
Ability to communicate equally effectively from C-level to entry level employees
Strong interpersonal skills to manage client relationships
Analytical with strong problem-solving skills
Process efficient with heavy attention to detail
Ability to proactively seek solutions and ways to improve performance
Experience working with Business Intelligence dashboards / data modeling highly preferred
Experience delivering corporate training, proof-of-concepts, and promoting software usage preferred
Education & Preferred Qualifications
Degree in finance or business preferred
CAIA or CFA designation highly preferred
Additional requirements
Ability to travel as required for customer engagements ( 30%), including internationally
Adaptability and desire to work in fast-paced, changing environment
Job ID: 143977111
