Implementation Analyst
Current• Design client-specific workflows to best leverage our offering across all users, including Traders, PMs, Ops, and others• Architect comprehensive project plans in an effort to properly delegate all parties’ efforts required in new client setups• Set up client integrations to all required 3rd parties across various vendors and technology stacks• Scope the product requirements and organize testing for newly developed functionality, as our company’s product washeavily… Show more • Design client-specific workflows to best leverage our offering across all users, including Traders, PMs, Ops, and others• Architect comprehensive project plans in an effort to properly delegate all parties’ efforts required in new client setups• Set up client integrations to all required 3rd parties across various vendors and technology stacks• Scope the product requirements and organize testing for newly developed functionality, as our company’s product washeavily dependent on client-driven development for new features often promised during sales process• Document all workflows and KYC records required when handing off new clients to our internal support team• Manage client relations as primary account manager for all my onboarding projects, continue to onboard any additionalEnhance workflows and pitch new product offerings that may have come up after client’s initial go-live date Show less
