Associate, Implementation Services
Company: INTEGRATION APPLIANCE, INC.
Location: Jersey City
Posted on: March 12, 2023
Job Description:
Implementation Associate - Hybrid out of Jersey City, NJ OR
Charlotte, NCThe Implementation Associate works with an energetic
professional services team and will be responsible for designing
and configuring the DealCloud platform for our clients in response
to their specific business requirements. This position is a mix of
client-facing consultative work and behind-the-scenes platform
design, configuration, data analysis, and data manipulation. The
Implementation Associate should demonstrate passion in and a desire
to become skilled in four broad areas:
- Technology: -As a market-leading Software as a Service (SaaS)
company, the Implementation Associate will be working with cutting
edge technology solutions. -
- Client-facing skills: -Day-to-day responsibilities involve
communicating with clients, both on the phone or via email. -
- Private Capital Markets: To speak confidently and
authoritatively to our clients, the Implementation Associate must
either have knowledge in, or be willing to learn about private
equity and investment banking front office business
operations.
- Data: Analyzing and understanding client data is an important
factor that influences a client's system design; as such, the
Implementation Associate must be eager to understand data
relationships and the interplay between data and business
requirements.Essential Functions:
- Lead multiple client implementations concurrently with
accountability for client communications, weekly status reports and
escalation mitigation updates
- Lead requirement gathering sessions onsite at client offices or
virtually via web conferencing and/or client offices; consult on
documentation of client requirements
- Serve as Subject matter expert in configurating platforms based
on client requirements
- Actively develop and execute - global design concepts based on
client requirements -
- Lead and consult on complex QA for client sites
- Analyze client legacy data sets to understand the impact of the
data on system design
- Utilize Microsoft Excel to map, collate, and normalize and
import disparate data sets
- Consult and develop mitigation strategies for client
escalations as necessary
- Responsible for internal project management task completion,
including but not limited to:
- Keeping internal systems updated
- Accurate and timely entry of utilization hours
- Project Timelines
- Ensure all in-scope requirements are met during
implementation
- Budget
- Actively develop and execute global design concepts based on
client requirements -
- Provide consultative system design and industry best practice
recommendations
- Actively participate and in scoping and Order Form completion
for Tiers 3, 4, 5 -
- Support/Mentor new hire(s) and Associates
- Participate and lead industry deep dives for onboarding new
Implementation team members
- Actively coach team members on understanding the impact of data
on system designRequired Experience & Skills
- 3-6 years of demonstrated successful experience working within
a software implementation project-based environment or within
Private Equity or Investment banking industry with strong knowledge
of business processes
- Bachelor's degree in Management Information Systems, Business
Administration, or equivalent related experience
- Demonstrated successful experience
- Solid understanding of Private Equity and Investment Banking
use cases
- Subject matter expert for most verticals, e.g. Fund of Funds,
Credit, Real Estate, Lending
- Demonstrated successful experience working within a software
implementation project-based environment
- Successful experience with client interaction, building and
maintaining relationships
- Deep understanding of specific use-cases
- Ability to provide sufficient level of consultative
service
- Proven experience in leading client meetings and providing
effective internal and external communications
- Highly proficient in Microsoft Excel
- Organization, effective time management, and ability to
multi-task
- Passion for delivering high quality outcomes using strong
analytical and creative problem-solving abilities
- Ability to adapt to rapidly evolving situations and work under
tight deadlines
- Strong sense of ownership over work
- Willingness and love of learning new technology, new processes
and procedures, and new business models to create value for our
clients -Preferred Experience & Skills
- 2-4 years of experience with DealCloud product; understanding
of DealCloud product best practices or Relational database
knowledge
- Demonstrated experience in some type of leadership role within
a team or project
- Proven ability to mentor and lead teams of analysts and
associates to increase their knowledge and quality of delivery
- Master's degree preferred
- SQL preferred#LI-ES1Intapp provides equal employment
opportunities to all qualified applicants and will make hiring
decisions without regard to race, color, sex, sexual orientation,
gender identity or expression, religion, national origin or
ancestry, age, disability, marital status, pregnancy, protected
veteran status, protected genetic information, political
affiliation, or any other characteristic protected by federal,
state or local laws. All offers are contingent upon passing a
criminal history and other background checks if applicable to the
position.
Keywords: INTEGRATION APPLIANCE, INC., Jersey City , Associate, Implementation Services, Accounting, Auditing , Jersey City, New Jersey
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