Implementation Specialist III

About Allvue

We are Allvue Systems, the leading provider of software solutions for the Private Capital and Credit markets. Whether a client wants an end‑to‑end technology suite, or independently focused modules, Allvue helps eliminate the boundaries between systems, information, and people. We’re looking for ambitious, smart, and creative individuals to join our team and help our clients achieve their goals. Working at Allvue Systems means working with pioneers in the fintech industry. Our efforts are powered by innovative thinking and a desire to build adaptable financial software solutions that help our clients achieve even more. With our common goals of growth and innovation, whether you’re collaborating on a cutting‑edge project or connecting over shared interests at an office happy hour, the passion is contagious. We want all of our team members to be open, accessible, curious and always learning. As a team, we take initiative, own outcomes, and have passion for what we do. With these pillars at the center of what we do, we strive for continuous improvement, excellent partnership and exceptional results. Come be a part of the team that’s revolutionizing the alternative investment industry. Define your own future with Allvue Systems!

Job Summary

The Senior Implementation Specialist leads the delivery and configuration of financial software solutions for clients, owning full implementation lifecycles from requirements through deployment. This role operates as the primary delivery owner on complex client engagements, translating business requirements into scalable system configurations within the FirmView platform, resolving advanced data and system challenges, and ensuring successful client outcomes. The position applies strong expertise in financial systems, data workflows, and implementation methodologies to deliver high‑quality implementations while contributing to team practices and delivery consistency.

Responsibilities

Implementation Ownership & Delivery Execution

• Lead end‑to‑end implementation delivery for complex client engagements, ensuring alignment to scope, timelines, and quality expectations
• Own execution across all implementation phases including requirements, configuration, data migration, testing, and deployment
• Manage delivery risks, dependencies, and issue resolution to ensure successful project outcomes

Solution Design & System Configuration

• Translate client business requirements into scalable system configurations aligned with FirmView capabilities
• Design and implement solutions supporting financial workflows, reporting needs, and data structures
• Apply established best practices to ensure consistency, quality, and maintainability of solutions

Data Migration & Problem Solving

• Lead data migration activities including mapping, transformation, validation, and reconciliation
• Troubleshoot and resolve complex data and system issues encountered during implementation
• Develop and utilize SQL queries and data tools to support validation and reporting requirements

Client Engagement & Delivery Accountability

• Serve as the primary client‑facing lead throughout implementations, managing communication, expectations, and deliverables
• Guide clients through requirements validation, testing cycles, and deployment readiness
• Deliver training and post‑go‑live support to ensure successful system adoption

Team Collaboration

• Contribute to the improvement of implementation processes, documentation, and delivery standards
• Provide guidance to junior team members on execution and problem‑solving approaches
• Collaborate with Product, Engineering, and QA to support delivery outcomes and resolve issues

Requirements

• Demonstrated ability to independently lead complex implementations within defined delivery frameworks
• Strong analytical and problem‑solving skills across business requirements, data, and system configuration
• Ability to manage multiple priorities and deliver consistent, high‑quality results

Technical & Systems Proficiency

• Advanced to expert proficiency in data migration, transformation, and validation methodologies
• Strong understanding of financial systems architecture and investment operations workflows
• Advanced proficiency in Excel and data analysis tools; experience with enterprise financial platforms preferred

Education & Experience

• 5+ years of experience in software implementation, consulting, or client delivery roles
• Experience working with financial systems, preferably within alternative investments
• Demonstrated experience leading full lifecycle implementations

Education and Certifications

• Bachelor’s degree in Finance, Accounting, Business, Information Systems, or related field

What We Offer

• Health Coverage options along with other voluntary benefits
• Enterprise Udemy membership with access to thousands of personal and professional development courses
• 401(k) with company match up to 4% or employee pension plan
• Competitive pay and year‑end bonus potential
• Flexible PTO
• Charitable donation matching, along with volunteer and voting PTO
• Numerous team building activities to promote collaboration in a fun and fast‑paced work environment

EEOC Statement

Allvue Systems provides equal employment opportunities (EEO) for all employees and applicants for employment. We recognize the real value of bringing people together from diverse backgrounds, experiences and perspectives – we don’t just accept difference, we celebrate and support it. We are committed to advancing these efforts through our strategies to hire, promote, create and support a diverse and inclusive environment throughout our workforce and workplace. It is our policy to prohibit discrimination and harassment of any type without regard to race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. In addition, Allvue will provide reasonable accommodations for qualified individuals with disabilities.

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