Senior Professional Services Consultant responsible for product consulting and client management at RegEd. Engaging with clients on operational efficiency and compliance solutions in financial services.
Responsibilities
Provide product consulting assistance to clients, as needed
Make recommendations for more efficient use of existing products
Provide information on available features and functions of existing products
Periodically provide post implementation client training/training materials
Gather client requirements for client specific enhancements
Complete tactical management of various client activities assigned
Work on client projects as assigned by Management
Manage assigned task status and maintain task information updates
Conduct follow-up activities with clients and/or internal departments to manage open items
Other duties as assigned from time to time by Management
Prepare program launches and provide product configuration services
Set up and maintain client user data and interfaces
Prepare account reconciliation information, as needed
Intake client enhancement requests and gather requirements with client for RegEd analysis/pricing
Occasional testing of product configurations/enhancements and SOWs
Periodic troubleshooting and assistance with routine production issues
Provide “post-implementation” product usage consulting and product training services, as needed
Requirements
Bachelor's degree or equivalent work experience
Minimum of two years’ experience in RegEd systems required.
Minimum of 5 years in client facing experience.
Knowledge of the financial services / insurance / securities compliance industry’s concepts, practices, and procedures a plus.
Experience with Freshdesk, Confluence, Salesforce and/or Sharepoint.
Benefits
Exceptional medical, dental and vision plans with generous employer funding for employees and dependents
401(k) plan with company matching
Generous flexible time off
Company paid life insurance
Flexible Spending Accounts: Medical and Dependent Care
Leave benefits including short-term and long-term disability, paid family medical leave and paid parental leave
Volunteering time off and flexible schedules
Professional development
Meaningful career growth opportunities
Performance bonuses
Great working environment with a team of fantastic people
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