Our client is a financial technology company focused on creating innovative solutions that enhance financial market operations by optimizing data and capital efficiency. With offices in New York, London, and Singapore, they offer cutting-edge services that support global financial institutions in managing complex financial data and workflows.
The Client Services Team is responsible for client onboarding and implementation, the technical aspects of pre-sales and proof of concept (POC) projects, and assisting support and relationship management teams with production client management.
This Client Services Manager role is within the Client Services Team and is located in our client’s New York office, with occasional travel to the London office. The primary function of this role is to provide excellent customer service and portray credibility and knowledge in front of clients to build trust and confidence in the client’s offering.
What you will be doing:
- Project managing small, medium, and large implementation projects, including creating and maintaining custom implementation plans and clearly organizing the required tasks.
- Managing stakeholder reporting and communication for small, medium, and large implementation projects, including task logs, RAID logs, and trackers.
- Working alongside a Delivery Engineer to provide technical assistance to clients implementing the client’s software.
- Working with APIs, SFTP file drops, and the client’s User Interface to integrate the client’s data into our client’s data structure.
- Quickly understand and manipulate large and complex client datasets, including debugging error messages and identifying bad data formats.
What you will bring:
- Excellent organizational skills and ability to work on many workstreams in parallel.
- Strong project management skills, including experience creating and tracking implementation plans or similar projects using project management tools.
- Experience working with and manipulating large, complex datasets.
- Proven ability to document data flows and client user documents for external consumption.
- Be comfortable working with data transmission layers such as APIs and SFTP.