A&J SEARCH

Responsibility

• providing expert guidance on industry and product matters
• collaborating with Relationship Management to drive long-term customer projects
• supporting new customer onboarding with systems implementation, data migration, and enhancements to existing products
  Show more +5
• engaging directly with customers to provide training and gather feedback
• developing and refining new business solutions in collaboration with the development team
• analyzing customer processes to optimize service delivery
• identifying trends to shape future product releases
• utilizing technical skills to support various projects

Requirements

• experience working for a Wealth Platform/Investment Platform SaaS provider
• strong communication and interpersonal skills
• proactive mindset, comfortable in a fast-paced environment
  Show more +3
• familiarity with Microsoft CRM and/or SQL would be advantageous
• 3+ years of project management experience
• project Management: 2 years

Earnings for position project manager

Responsibility

• taking ownership of client relationships, demonstrating high levels of autonomy and responsibility
• cultivating strategic alliances with clients to optimize their workflows and utilization of our proprietary software solutions
• engaging in a blend of short-term and long-term projects, both independently and collaboratively with team members
  Show more +1
• collaborating closely with internal teams to advocate for client needs and contribute to the continuous improvement of our software offerings

Requirements

• exceptional communication and interpersonal skills
• proactive mindset with the ability to thrive in a dynamic, fast-paced environment
• 2+ years of experience in a client-facing role within financial services or related industries
  Show more +2
• account management: 2 years
• financial services: 2 years

Earnings for position manager