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 successful solutions for CLM Pro, Onboarding Accelerator, and KYC modules. Communicate regularly with clients throughout the implementation lifecycle, ensuring clear expectations and smooth project delivery while assisting in needs assessments and developing tailored solutions. Provide comprehensive support as a key point of contact for technical and process-related questions, collaborate with cross-functional teams for seamless delivery, and contribute to the development of consulting frameworks and tools. Maintain strong client relationships and build credibility through consistent, professional service delivery and subject matter expertise.
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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