Technical Consultant

About your role

We are looking for a Technical Consultant to play a pivotal role in empowering our clients to maximize the value of our innovative investment management platform. You'll be a trusted advisor, driving successful implementations and fostering long-term customer relationships by leveraging your deep product knowledge and industry insights. This is an opportunity to directly impact how our clients operate, transforming their processes and enhancing their investor experience.

What you’ll do

• Strategic Consultation: Partner with clients to understand their strategic goals, business drivers, and desired outcomes, crafting customized adoption plans that align with their objectives.

• Solution Delivery: Lead the design and implementation of solutions, ensuring timely execution and overcoming potential constraints to drive positive results.

• Training & Enablement: Develop and deliver comprehensive training programs for diverse user groups, simplifying complex technical concepts for varying levels of expertise.

• Technical Expertise: Serve as a subject matter expert, maintaining a deep understanding of product functionality, industry best practices, and customer behaviors.

• Cross-Functional Collaboration: Partner with Project Management, Customer Success, Service and Support, and Product Development teams to resolve complex issues and influence product roadmap decisions.

• Process Optimization: Develop and implement standard operating procedures to enhance the efficiency and effectiveness of the Technical Consulting Team.

• Knowledge Sharing: Create and maintain documentation on product and procedural best practices, ensuring consistent messaging across the organization.

• AI-Enabled Efficiency: Use AI tools to accelerate recurring work, qualify client use-cases to our product offerings, manage your client book, and prepare documentation