Client Implementation & Support Specialist (Fintech)
Мэтч & Сопровод
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Описание вакансии
TL;DR
Client Implementation & Support Specialist (Fintech): Implementing and optimizing financial data workflows and Excel models for investment professionals with an accent on Deep Sector strategy and industry-specific fundamentals. Focus on converting client financial models and relaying granular product feedback to enhance the data offering.
Location: Hybrid (New York, Boston, and Norwalk). Must be legally authorized to work in the United States without sponsorship, now or at any time in the future.
Salary: $80,000 - $100,000
Company
provides flexible, open data and software solutions for investment professionals worldwide, specializing in financial data and analytics.
What you will do
- Review and convert client financial Excel models using Deep Sector data.
- Partner with strategic clients and prospects as a trusted resource during trials and implementations.
- Own the end-to-end workflow conversion process across Deep Sector-related engagements.
- Contribute to product development by relaying granular client feedback and feature requests.
Requirements
- 2+ years of hands-on experience with client-facing teams within financial services.
- Deep experience with product offerings and Microsoft Excel.
- Strong communication, analytical, and reasoning skills.
- Must be legally authorized to work in the United States without employer sponsorship.
Culture & Benefits
- Comprehensive health, life, and disability insurance.
- Retirement savings plans and discounted employee stock purchase program.
- Flexible work accommodations and paid time off for holidays and wellness days.
- Dedicated monthly time for learning and career progression planning.
- Access to Business Resource Groups to foster connection and belonging.
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