• Implement, configure and test Eze Software’s product suite with a focus on core Order Management functions• Manage multiple projects across global clients and help address the queue of implementation work• Gather and document business requirements to outlining systems configuration and integration concerns• Assist with and coordinate disaster recovery tests with clients and IT partners• Assist with system configurations using SQL for new fund launches, new asset classes and custom reporting• Help develop repeatable implementation plans to consistently and efficiently deliver against company, team, and individual goals critical to various projects

• Create project plans with established timelines for integral phases, managed workflow and achieved completion deadlines• Responsible for building rapport and managing client’s needs and expectations into configuring and implementing their platform• Responsible for implementing new clients, including database configuration, data migration, and onboarding• Assisting with the creation of an automation process for new client database provisioning, working in conjunction with sales, client services, and engineering• Manage and configure Single-Sign-On and other integration projects with our engineering team for client databases• Creation of internal processes and workflow to integrate single sign on for client’s database into the implementation process

• Answered questions and delivered support to customers with varying degrees of product knowledge and technical proficiency• Managed all aspects of client implementation and onboarding processes• Identified, replicated and escalated client technical issues, collaborating with the appropriate teams and resources as needed to find resolutions• Participated in the ongoing creation and updating of best practices for client onboarding and training programs• Performed client data migrations from legacy self- hosted to web-based software• Proficient in using Salesforce CRM, Jira, and Microsoft Excel

• Managed all aspects (business, financial, and operation) of an established business employing 10 to 15 sales associates at a time• Recruited, trained, and supervised store staff to achieve budget goals by increasing product knowledge and motivation• Maintained internal visual merchandising and in store displays in compliance with corporate marketing standards• Worked closely with the general public, varied product vendors, and B2B representatives to generate business