CRPM
Financial Services
CRPM-ImplementationPrincipalConsultant,VP
Neural analysis suggests this role is
optimal for Director candidates.
“CRPM - Implementation Principal Consultant, VP at CRPM. Skills: Client engagement, Business development, Professional Services deployment. Own client engagement. Manage Professional Services deployment”
Industry & Context.
Problem-solving
30% travel
What They're Looking For.
Must Have
2+ years implementing SaaS, Experience leading change management
Nice to Have
Experience with Business Intelligence dashboarding, Experience delivering corporate training, Experience promoting software usage, CAIA or CFA designation highly preferred, Degree in finance or business preferred
What You'll Do.
Own client engagement
Manage Professional Services deployment
Oversee APAC portfolio
Monitor PS team progress
Manage customer relationship
Guide customer decisions
Lead requirements gathering
Design deployment outcomes
Define deployment options
Outline disadvantages
Coordinate Business Managers
Deliver final configuration
Support post-ICS adoption
Define Professional Services
Identify Software or Services
Drive proof-of-concepts
Illustrate deployments
Lead Trial account engagements
Support creation of case studies
How You'll Work.
Team & Collaboration
Cross-functional teams; Sales teams; PS teams
Communication Scope
C-level communication; Entry level communication
Process & Methodology
Program management
Full Job Description
**Who we are looking for** As part of the Professional Services organization within CRPM (Charles River Private Markets), the primary goal of the Principal Consultant will be ensuring successful Professional Services (“PS”) to meet customer requirements while promoting customer adoption and providing a channel for the sale of other company Software and Services. This role is extremely critical as it takes the handoff of a client from a finalized Sales contract to ensuring that customer is effectively on-boarded (a consulting engagement that could last several months). As the senior hire on this team within APAC region, this person has the unique opportunity to also support business development efforts heavily throughout the sales process and will be the lead in definition of PS scope and PS team assignment / development. As such, the role is equal parts Sales, Client Management, and Operations, and it works closely with every area within the company while gaining a deep understanding of all areas of the business. The Principal Consultant will be the key interface to customer success and have consistent exposure to large private markets funds and multi-national companies. The key to this role is delivery – the Principal Consultant will lead the execution to deliver to client goals while being a trusted advisor to the client. It is expected this role will oversee all Professional Services work within the region while also supporting business development efforts to scope and close new clients. **Why this role is important to us** The team you will be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created first open front-to-back platform - State Street Alpha, that was launched in 2019. Join us if delivering next generation infrastruc
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