About the job Senior Implementation Consultant
Platform Implementation Consultant / Senior Implementation Executive / Partner Launch Executive
We are seeking a driven and passionate Platform Implementation Consultant to join a growing team of a scaling fintech who are disrupting the investment market and are on a mission to breathe new life into financial services with innovative technology.
This is suited to someone who has a technical background and is customer‑centric, having a constant desire to learn and an eye for process improvement particularly when it comes to optimising our customer launches.
The role
If you have a background in fintech or financial services, and you're passionate about leveraging technology to enhance the investing experience, while also enjoying engaging with customers, then we have the perfect job for you.
This is a unique opportunity for you to join as a Senior Implementation Consultant and be part of a wildly ambitious scale‑up.
In this role, you'll directly collaborate with disruptive fintechs and innovative financial advice firms, assisting newly‑signed clients in swiftly and effectively implementing their investment propositions.
Your day to day will include
- Clearly explaining how the software and services can help, through detailed demos of our UIs and APIs
- Conducting deep‑diving technical workshops that help to develop a deep understanding of a clients business, pain points and ideal solution, and help them to design the ideal proposition
- Managing multiple simultaneous onboarding projects and being the point person on co‑ordinating activity between other departments and cross‑functional teams including growth, product, engineering, operations and relationship management
- Ongoing communication with clients, including C‑suite and executive‑level, ensuring there is constant clarity on the status of these projects
- Working closely with key stakeholders and executive sponsors, and handling a hugely diverse range of product, technical and legal queries
- Using analytics and qualitative feedback to identify ways to improve the onboarding journey, and implement regular process improvements
- Ensuring a successful hand‑off to the Customer Success team at the end of the onboarding process
About You:
If you've spent a few years in fintech or financial services, have a passion for how technology can transform the investing experience for the better, love working on the customer front‑line and want an opportunity to grow your career at a wildly ambitious scale‑up then this is the job for you.
- You will have a proven knowledge of and interest in fintech and financial services with wealth management / investment platform / advisor platform domains particularly relevant
- An eye for technical details, and a hunger to constantly make things better.
- Strong knowledge of APIs and previous platform onboarding and implementation experience
- You will be a strong problem solver and be comfortable working with ambiguity
- You are dynamic and thrive on delivering phenomenal outcomes. We serve a number of very different segments, from new‑to‑market fintechs to established £multi‑billion advisers you’ll enjoy working in a high‑paced, quickly changing environment
- You are customer obsessed. Our success is directly linked to our customers success having a laser focus on their business will not only ensure alignment for their goals but ours too.
- You have extraordinary alignment to delivery. Our sales and onboarding cycle is long, but our speed and scalability are what sets us apart. Having a constant desire to learn and an eye for process improvement particularly when it comes to optimising our customer launches will be a strength of yours.
The Benefits
- Flexible hybrid working with 1 day per week in office (London, Bristol or Edinburgh)
- 27 days holiday + bank holidays + day off on your birthday
- 6% employer pension contribution, private health cover, online GP and life assurance
- Enhanced parental leave and flexibility to integrate your home and work life in a trusted environment
- Health and wellbeing initiatives including free therapy, mental health support and more
- Strong financial wellbeing focus
- Perkbox - a range of discounts and perks including free weekly coffee, gym and retail discounts
- Commitment to continuous learning with free access to over 10,000 on-line training courses
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