Charles River Development
investment management software
PrincipalConsultant,Mercatus,VicePresident
“Principal Consultant, Mercatus, Vice President at Charles River Development. Skills: Client engagement, program management, customer relationship management, requirements gathering, deployment design, Business Intelligence, Organization Change Management, Sales, proof-of-concepts. Own client engagement and program management of Professional Services deployment. Manage customer relationship throughout ICS”
What You'll Achieve.
ensuring successful Implementation and Configuration Services (“ICS”) to meet customer requirements; promoting customer adoption; providing a channel for the sale of other company Software and Services; ensuring that customer is effectively on-boarded; lead the execution to deliver to client goals; Design ideal deployment outcomes for client; illustrate successful deployments and value of SaaS
Industry & Context.
Analytical with problem-solving skills
Ability to travel as required for customer engagements (~ 30%), including internationally
What They're Looking For.
Must Have
4+ years’ experience implementing SaaS solution to private markets, i-banks, or Fortune 500, Experience in Private Credit / Debt, Infrastructure investments, Private Equity, Fund / Portfolio Management, Experience leading change management efforts across large enterprises (50+ people across regions), Ability to communicate equally effectively from C-level to entry level employees, interpersonal skills to manage client relationships, Analytical with problem-solving skills, Process efficient with heavy attention to detail, Ability to proactively seek solutions and ways to improve performance, Ability to travel as required for customer engagements (~ 30%), including internationally, Adaptability and desire to work in fast-paced, changing environment
Nice to Have
Experience working with Business Intelligence dashboards / data modeling highly preferred, Experience delivering corporate training, proof-of-concepts, and promoting software usage preferred, Degree in finance or business preferred, CAIA or CFA designation highly preferred
What You'll Do.
Own client engagement and program management of Professional Services deployment
Manage customer relationship throughout ICS
Guide customer to decisions / consensus and drive to deadlines assertively
Lead requirements gathering with customer to ensure successful configuration specific to needs
Design ideal deployment outcomes for client
Define deployment options for customer and outline key advantages / disadvantages
Coordinate individual Business Managers responsible for various elements of customer integration
Deliver final configuration to customer and complete onboarding
Establish plan for Organization Change Management (“OCM”) within customer org
including leading Live Training and supporting post-ICS adoption phases with Account Manager
Identify areas for other Software or Services within current customers through ICS engagements
Drive proof-of-concepts for specific functional groups within prospective customers to illustrate successful deployments and value of SaaS
Lead Trial account engagements for prospecting customers
How You'll Work.
Team & Collaboration
works closely with every area within the company; Coordinate individual Business Managers responsible for various elements of customer integration; supporting post-ICS adoption phases with Account Manager
Communication Scope
Ability to communicate equally effectively from C-level to entry level employees
Process & Methodology
program management, Own client engagement and program management of Professional Services deployment, Guide customer to decisions / consensus and drive to deadlines assertively
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