Professional Services Implementation Consultant

About the job 

TS Imagine, the world's leading provider of real-time trading, portfolio and risk management solutions for the financial services industry, is looking for an Implementation Consultant to join our growing team. Implementation Consultants own the project delivery lifecycle for new client implementations and Statements of Work. 

Who will love this job 

• An ambitious and driven individual – you have the energy to maximize customer satisfaction and deliver first rate levels of service and follow up
• A strong communicator – you are adept at building and maintaining trusted and respected relationships with clients and colleagues at all levels 
• A problem solver –  you relish in the challenge of providing solutions to complex requirements
• A self-motivator –  you are capable of working effectively in a fast-paced business environment, managing multiple projects and deadlines 

What you’ll do 

Client Relationship Management 

• Build a relationship with clients, gaging a good understanding of their business strategies across all asset classes 
• When appropriate and in conjunction with the Account Manager, perform visits, phone calls and updates to the client to ensure client is sufficiently serviced and expectations are managed 
• Understand the client’s internal structure of stakeholders and ensure a relationship is formed with key members from every group (trading desk, IT, COO, compliance) 
• Maximize revenue opportunities for the company to existing clients by identifying upselling opportunities 
• Identify any potential opportunity or threats with other competitive solutions that may be on the client’s desktop 
• Identify potential risks due to support or product gaps in a pro-active manner 
• Identify any risks to the business due to consolidation or downsizing 
• Provide feedback internally and keep up to date information and reporting through Salesforce.com 
• Assist our sales team in marketing campaigns across our existing clients 
• Facilitate client entertainment and networking events 
• Provide point of escalation for any ongoing support issues 
• Provide high-level business updates to internal stakeholders at TS Imagine 

Implementation Management 

• Initiate and lead a project Kick-off with new clients and internally to transfer knowledge from sales process 
• Work with client to define and document complex workflows and requirements for implementation to produce a statement of work 
• Liaise with internal teams at TS Imagine to deliver on client requirements across all asset classes being implemented 
• Provide ongoing management of client expectations 
• Provide user training and onsite or remote support 
• Setup and configure client UAT 
• Liaise with brokers, dealers and venues to give client access to their required execution destinations 
• Manage complex implementation projects across internal and external teams to make sure all dependencies are resolved quickly 
• Maintain an implementation check list for production 
• Liaise with clients in order to identify and understand their business requirements 
• Liaise with other departments within TSI in order to deliver on the client requirements 
• Create statements of work that define proposed solutions 
• Review and test new client workflow before handing over SOWs to clients 
• Create and maintain client workflow documentation 
• Manage project lifecycle and log all time spent in FinancialForce 

You should have 

• Bachelor’s degree or equivalent 
• Technical understanding and knowledge of buyside workflows in the front office, with a specific focus of at least 2 of the following: fixed income, equities, listed derivates, crypto 
• Thorough and hands-on knowledge and experience of order and execution management workflows and functionality 
• Understanding of financial markets products, a broad understanding of the electronic trading process and related regulation, risk and operations and associated front office order execution and order flow requirements 
• A strong network of relevant contacts within the buyside community 
• Highly proficient communication skills, both written and oral. 
• Foreign languages an asset 
• Ability to positively engage with and contribute to the wider global team 
• Willingness to work occasional evenings and/or weekends to accommodate client deadlines and time-zone differences. 
• Ability and willingness to provide leadership to more junior members of a team 
• Proficient with tools such as Salesforce, JIRA, Confluence 

Why TS Imagine / Benefits   

• Unlimited Vacation days   
• Annual bonus and salary review   
• Training budget $1,500   
• 401k with 3% company matching 
• Health, dental, and vision insurance   
• Health Care FSA and commuter benefits 
• The salary range for this role is between $110,000 and $165,000 USD annually

About TS Imagine 

Created out of the combination of two best-in-class SaaS platforms, TradingScreen and Imagine Software, TS Imagine delivers integrated trading, portfolio and real-time risk solutions for capital markets. The platform is uniquely positioned to streamline complex and time-consuming workflows across front, middle, and back office functions. TS Imagine has close to 400 employees in 10 offices worldwide, serving approximately 500 global buy-side and sell-side institutions across North and South America, EMEA, and Asia Pacific including hedge funds, traditional asset managers, pension funds, mutual funds, and financial institutions. 

We challenge our employees every day to think creatively and innovate across silos and across platforms.  

Join us!