Professional Services Consultant
$75,671–$119,909 year
On-siteDallas, Texas, United States
Job Summary
Conduct client engagements and project implementations across various customers, delivering on identified requirements while maintaining high standards of quality and timeliness. Communicate regularly with clients throughout the implementation lifecycle to ensure clear expectations and smooth delivery, serving as the key point of contact for technical and process-related questions. Assist in conducting client needs assessments and developing tailored solutions to drive business growth, while collaborating with cross-functional teams to ensure seamless project delivery. Become highly skilled in the Counterparty Manager suite of solutions including Request for Amendment, Onboarding Accelerator, CLM Pro, and KYC modules.
Required Qualifications
- Bachelor's degree in Business, Finance, Technology, or related field from an accredited institution
- 2-5 years of professional experience in consulting, client services, financial technology, or related business environment
- Strong analytical and problem-solving skills with ability to understand complex financial workflows and client requirements
- Excellent written and verbal communication skills with confidence in client-facing interactions and project communications
- Proficiency in business applications and willingness to learn specialized financial technology platforms
- Ability to work effectively in a fast-paced, project-driven environment while managing multiple client implementations simultaneously
- Right to Work Requirements: This role is limited to persons with indefinite right to work in the United States
Desired Qualifications
- Previous experience with financial services technology implementations, client onboarding processes, or regulatory compliance solutions
- Familiarity with project management methodologies such as Agile, Scrum, or traditional waterfall approaches
- Experience with client relationship management, account management, or customer success roles in a B2B environment
- Knowledge of financial industry regulations, KYC (Know Your Customer) processes, or counterparty risk management concepts
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