User Testing Management & Reporting – working with clients to triage issues and accurately track, report and expedite all phases of testing.
Training – quickly absorbing our industry leading APIs and product functionality to run client training sessions which includes the preparation of material, plans for delivery, and hands-on product demonstrations & training.
Data Integration / Configuration Definition – working with our clients to define upstream and downstream data integration mapping, and suitable product configurations to support the client’s business.
Lead implementations for new institutional clients and tailor configurations to complex diligence use cases.
Monitor engagement, anticipate client needs across reporting cycles, and drive strong renewal outcomes.
Become a subject-matter expert on platform capabilities, including workflow automation.
Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Support the Onboarding team by making scheduled/incoming calls to new clients.
Deliver an exceptional client experience by meeting each client where they are.
Share feedback to identify opportunities for the business and support product improvements.
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. They’re the largest fintech company in Canada, with over 3+ million users who trust them with more than $100 billion in assets.
Build and operate Ridgeline’s internal function for custodian data authorization and validation.
Collaborate with engineering, implementation, and product teams to support custodian onboarding.
Automate high‑volume validation processes using AI and other technologies to improve efficiency and reduce risk.
Ridgeline is the first front-to-back system of record for investment managers, founded by Dave Duffield. They modernize the industry with a single, real-time data set and embedded AI, automating complexity and accelerating collaboration, being recognized as a top software company.
Work with clients to identify business requirements.
Document requirements, solution designs and testing plans.
RainFocus cares about its employees, customers, and the world in which they live. Their rapidly growing team serves Fortune 500 companies to prepare and execute in-person, virtual, and hybrid events across the world through their industry-disrupting software platform.
Implement & assist in planning of the Client Experience & Engagement Plan.
Apply project management methodologies to oversee high-volume, high-risk workforce processes.
Lead biannual regression testing and validation for Workday enhancements.
FoundationCCC aims to benefit, support, and enhance the California Community Colleges. They blend the impact of a non-profit, the culture of an entrepreneurial start-up, and the scale of a state agency.
Experience with Jack Henry Silver Lake and FIS IBS Platform.
Synovus is migrating from Jack Henry- Silver Lake to FIS-IBS.
Migration experience will be a plus.
The company integrates Google Chrome, Microsoft Edge, Apple Safari, and Mozilla Firefox. The company seems to be growing and open to different work arrangements.
Develop a deep understanding of the Addepar platform and be able to apply it to clients’ requirements, industry challenges, and goals.
Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities.
Advocate for clients, building strong working relationships with cross-functional teams to ensure client success
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets.
Own end-to-end onboarding and rollout experience for customers and their crews.
Support seafarers through mobile app setup, wallet activation, and KYC.
Document and standardize onboarding processes as the platform and customer base grow.
Kadmos is on a mission to revolutionize salary payments to migrant workers by bringing fintech, low margins, and transparent FX to industries. Founded in 2021 and backed by renowned VCs Addition and Atlantic Labs, Kadmos has raised more than $39 million since 2021.
Work on client engagements as a contributor; may lead small projects
Build and maintain relationships with implementation teams
Mentor junior consultants and/or lead teams
Intecrowd, founded by former Workday clients, values partnership and engagement. They have years of functional and technical experience in all phases of Workday's deployment life cycle to develop maintainable solutions.
Provide high quality software implementation consultancy to customers.
Act as the conduit between the Customer and Technical teams, providing guidance.
Train project team and end users on business solution.
Enable provides an intelligent platform built for today’s market, eliminating disconnects between pricing strategy and rebate execution. After securing significant funding and an acquisition, Enable is positioned for continued growth with a team committed to reshaping the industry.