Principal, Strategic Clients & Integrations at Cassini Systems

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

03 Oct, 26

Salary

175000.0

Posted On

06 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Project Management, Stakeholder Engagement, API Integration, ETL Processes, Data Manipulation, Financial Technology, Prime Brokerage, SoapUI, Postman, Technical Documentation, Client Delivery Engineering, RAID Logs, JSON, XML, CSV, SFTP

Industry

Software Development

Description

Duties and responsibilities: The Principal, Strategic Clients & Integrations position is a key role within the Client Services Team. The Client Services Team are experts in using the Cassini platform and all its functionality. Within this team, the Principal, Strategic Clients & Integrations role is responsible for managing large and strategic projects by working together with the Relationship Management and Support functions to provide a great client experience and ensure they see ongoing benefit from the platform. This role reports into the regional Client Services Lead. As a key role, the Principal will be expected to work as a partner to the Client Services Lead by providing subject matter expert (SME) knowledge on Cassini and the strategic client base and partnerships. Specific responsibilities include: Manage projects and stakeholders by coordinating large and strategic implementation projects, including creating and maintaining custom implementation plans and clearly organizing and ensuring delivery of the required implementation tasks; Manage stakeholders for strategic clients, with responsibility for reporting and communications for large and strategic implementation projects, including the maintenance of task logs, RAID logs, and trackers; Provide Subject Matter Expertise to Delivery Engineers and Client Services Managers to ensure knowledge is disseminated throughout the organization to assist in implementation and use of the Cassini software; Provide guidance to other team members on using a range of data formats, such as json, xml, or csv, to receive client data and transform data into internal formats using an ETL layer; Ensure that strategic clients’ required functionality is performing as expected by coordinating testing and validation of expected usage; Provide user training and documentation to the client’s teams on specific features within the client’s preferred workflow (such as using APIs, UI, or reporting tools); Liaise with Development and Product teams to highlight and prioritize new features or enhancements required for the client projects they are working on; Assist the Production Support team with production client queries with understanding of the client use cases and workflows; Escalate any concerns with client sentiment or project delivery; Own the documentation and knowledge base for partnership offerings and integrations; and Advise and coordinate enhancement and growth of partnership functionality and experience. Based at New York, NY office; hybrid telecommuting within commutable distance permitted pursuant to company policy. Up to 5% domestic travel for client visits may be required. Minimum Requirements: Bachelor’s degree or foreign equivalent in Finance, Business Management, or a closely related field; and 2 years of experience in client delivery engineering for financial technology services Must Have: Detailed understanding of Cassini Systems’ complex data requirements and the API and ETL translation layers used to interface with Cassini; Deep knowledge of the analytics models and workflows supported by the Cassini margin analytics platform, and how they can be implemented and configured for different types of clients; Demonstrated experience working with and manipulating large, complex datasets; Demonstrated comfort working with data transmission layers such as APIs and SFTP; Demonstrated experience working with automation tools such as SoapUI and Postman; Demonstrated understanding of financial instruments, in particular Prime Brokerage business; Demonstrated excellent stakeholder engagement skills; Demonstrated strong project management skills, including experience creating and tracking implementation plans or similar projects using project management tools; Demonstrated ability to document data flows and client user documents for external consumption; Demonstrated clear understanding and ability to link together complex workflows to produce a coherent and workable solution; Demonstrated excellent organizational skills and ability to work on many workstreams in parallel; and Demonstrated good attention to detail. (Unless otherwise indicated, the employer is seeking the ability in the skills listed above with no specific number of years of experience required. All experience can be gained concurrently.)

Responsibilities

Manage large-scale strategic implementation projects and stakeholders to ensure optimal client experience on the Cassini platform. Provide subject matter expertise to delivery engineers and coordinate with product teams to prioritize feature enhancements.