Our client is a specialist global solutions vendor and committed to supporting the most demanding Asset Servicers, Investment Managers, and Institutional Investors in the Private Equity and Real Estate (PERE) sector by providing enterprise investment accounting data management solutions designed to deliver transparency, insight and accountability for all stakeholders.
This opportunity is a client-facing role requiring a blend of implementation, relationship management and subject matter expertise.
The majority of time in this role will be spent in post-sales implementation / on-boarding and ongoing client relationship support.
Primary responsibilities include :
Preparation of pre-sales meeting collateral
Attend presentations to prospects & clients
Project management (internal and external facing) :
Project Initiation Document definition
Project communications definitions / specs and progress monitoring
Client business / functional requirement gathering (BRD / FRD) : work-flow and use-case documentation and / or supervising / facilitating the same
Support client requirements (subject matter activities)
Resource management (from a project perspective) marshalling and motivating colleagues to address client needs including mobilising our resources and deploying to the benefit of the client
Reporting to management :
Upward reporting / situation reports / summaries
Account plans and financial estimates
Outlook and reviews
Contribution to collaborative activities :
Product development / Road Map
Marketing & Pre-sales