Role Description

As a member of our Professional Services team, you will be responsible for implementing compliance and risk management software applications for financial services and banking clients. The Implementation Consultant will be one of the first post-sale points of contact for the client and will own the implementation process for one or more software products all the way through to launch.

The implementation cycle includes:

• Requirements gathering
• Configuration
• Functional testing
• Guiding clients through user acceptance testing
• Coordinating product launch

Although the Implementation Consultant is responsible for the entire implementation lifecycle, there is a strong emphasis on software configuration, and this position requires configuring complex software applications.

Responsibilities

• Consultatively work with clients to define their product needs and guide them through the requirements gathering process for RegEd’s web-based applications.
• Partner with clients to define future state business processes and workflows to ensure the defined product configuration will meet the business needs.
• Create and maintain client-specific project plans, ensure resources are scheduled accordingly to deliver on time, and offer suggestions to mitigate risks and avoid delays.
• Provide detailed documentation of client-specific requirements, configure web-based applications per the documented requirements, and perform thorough functional testing of the configured applications.
• Create client-specific templates for importing historical data; run test imports, validate imported data, and work with client to review/approve.
• Manage client expectations for their implementation and deliver top quality customer service throughout the process.
• Build strong relationships with client team members, work successfully under pressure, maintain a positive attitude, and meet client project deadlines in an efficient and professional manner.
• Act as an internal subject matter expert for assigned products, providing input and feedback to internal teams responsible for product enhancements and evolutions, as well as training clients on the use of the application and answering their questions regarding functionality and usage.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Minimum 5 years of software implementation experience.
• Technical and/or project management experience or other successful client-facing experience.

Requirements

• Knowledge of the financial services / insurance / securities compliance industry’s concepts, practices, and procedures a plus.
• Masters' Degree in a related field.

Benefits

• Competitive pay and bonus.
• Remote (and hybrid if near Morrisville, NC) first organization.
• Exceptional medical, dental and vision plans with generous employer funding for employees and dependents.
• 401(k) plan with company matching.
• Generous flexible time off.
• Company paid life insurance.
• Flexible Spending Accounts: Medical and Dependent Care.
• Leave benefits including short-term and long-term disability, paid family medical leave, and paid parental leave.
• Volunteering time off and flexible schedules.
• Professional development.
• Meaningful career growth opportunities.
• Performance bonuses.
• Great working environment with a team of fantastic people.