Client Onboarding & Implementation Consultant – Unity Financial Reporting & Performance - Remote at Beta Search Inc

About The Role

We are a leading firm specializing in Financial Reporting and Performance Analytics, providing innovative solutions to financial institutions globally. We provide an industry leading Managed Service offering and Client Installations for our Financial Reporting and Performance clients on our Unity platform. We are seeking talented Client Implementation Consultants to join our team in delivering these essential services.

As a Client Implementation Consultant, you will play a key role in the successful onboarding and implementation of our Unity Product for both managed services and client installations. You will collaborate with a team of consultants, product developers, and support staff to ensure seamless integration and high client satisfaction. This is a contract-based role, and you will work in a dynamic, team-oriented environment, helping clients navigate their financial reporting and analytics needs.

Key Responsibilities:

• Client Onboarding: Support the implementation of Unity for financial reporting and performance analytics, ensuring timely and efficient onboarding for new clients.
• Requirements Gathering: Collaborate with clients to capture detailed financial reporting and analytics requirements, ensuring custom solutions are delivered.
• Implementation Support: Work closely with internal teams to deliver projects on time, coordinating with Product, Development, and Managed Services teams.
• Client Training: Participate in client training to ensure they fully understand and adopt the Unity platform for their reporting needs.
• Issue Resolution: Assist in troubleshooting and resolving client issues during onboarding, working collaboratively to manage any challenges that arise.
• Process Optimization: Contribute to refining onboarding and implementation processes to improve efficiency and client satisfaction.

Qualifications:

• Experience: 5+ years of experience in client implementation, onboarding, or project management within financial services, financial reporting, or performance analytics.
• Industry Knowledge: Strong understanding of financial reporting requirements and performance analytics. Familiarity with managed services is a plus.
• Confluence / Unity Experience: While prior experience with Confluence and the Unity Platform is preferred, experience with a similar financial services technology company in the client implementation space will be considered.
• Technical Skills: Experience with SaaS platforms and data integration projects, particularly in financial services.
• Team Player: Strong collaboration skills and the ability to work effectively as part of a team.
• Communication: Excellent client-facing and communication skills, with the ability to explain technical concepts in an accessible way.
• Project Management: Proven ability to manage project timelines, ensuring client goals are met within the scope.