Professional Services Consultant

September 15

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Launch Potato

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digital marketing • mobile marketing • direct marketing • community building • performance marketing

51 - 200 employees

🔒 Cybersecurity

📱 Media

Description

• Oversee and implement Geneva upgrades and patch releases. • Conduct client site implementations of Geneva, including software installation, setup, and hands-on functional and technical training. • Analyze customer's business and technical requirements. • Configure and automate products to optimize client workflows. • Frequent travel to clients, estimated at 60% of the time. • Manage time to maximize agenda and delivery of critical components. • Execute on planned implementation tasks to maximize client satisfaction. • Communicate project status to client and Advent project managers. • Specify and/or develop and test custom reports. • Build conversion and system integration mapping tools. • Assist clients in the reconciliation process using Geneva.

Requirements

• 3+ years client experience in the financial services industry is required. • Solid working knowledge of asset management and client back office workflow and operations are required. • Familiarity with general ledger is highly preferred. • Working knowledge of Advent’s Geneva or expertise with similar applications is highly preferred. • Strong troubleshooting and reasoning skills. • Unix experience and basic maintenance of Geneva is a big plus. • SQL experience and ability to develop integration solutions is helpful. • Ability to effectively and efficiently manage time to maximize productivity. • Ability to learn quickly and independently by gathering information from a variety of sources. • Strong communication skills. • The ability to present information to both technical and nontechnical individuals. • Ability to gain credibility quickly while on-site is essential. • Ability to be self-directed and work independently. • Demonstrated technical aptitude.

Benefits

• 401k Matching Program • Professional Development Reimbursement • Flexible Personal/ Vacation Time Off • Sick Leave • Paid Holidays • Medical • Dental • Vision • Employee Assistance Program • Parental Leave • Discounts on fitness clubs, travel and more!