ION · 2 weeks ago
Principal Business Consultant - Openlink
Houston, TX
Full-time
Onsite
Senior Level, Lead/Staff
5+ years expION is a leading provider of trading and workflow automation software, high-value analytics, and strategic consulting. The Principal Business Consultant will be responsible for successfully implementing projects, ensuring customer satisfaction, and mentoring team members while serving as the primary point of contact for clients.
AccountingAsset ManagementFinanceFinancial ServicesSoftware
Responsibilities
Successfully implements projects while ensuring customer satisfaction
Contributing to best practices of the group and mentoring other team members
Supports the Project Manager on engagements along with functional responsibilities, assists with SOW creation, project planning, etc
Serves as Lead Business Consultant on Implementation projects on one or more functional area
Maintains full chargeability on one or more client accounts simultaneously
Authors Best Practice Document(s) in functional area
Identifies/pursues sales opportunities for additional consulting work at customer site
Provides information to Managers, Professional Services Director, or Account Manager as appropriate
Provides industry and functional expertise and leadership in the discovery workshop in designing, configuring, testing, and production support of the Product solution for the client’s business needs
Serves as the client’s principal point of contact for consultation and expert advice
Is in close communication with the Project Manager, regarding client questions and issues regarding the Product solution and configuration
Performs as the Lead Business Consultant in the workshop/requirements and design phase of the project
Serves as mentor and role model for all level Business Consultants in one or more functional areas of the Product solution
Works with Managers to enhance, publish, and train staff regarding implementation best practices in specific functional area of the Product solution
Presents the Product solution to both client executive and user-level audiences
Supports the Project Manager in obtaining client signoff of deliverables and milestones
Assumes hands-on project implementation duties in all phases of the Product implementation reporting to the project manager
Provide sales/presales support through estimation, document authoring for RFP/RFI responses, sales proposals, and hands-on demonstrations in specific functional area to meet the client’s desired business requirements
Supports the deliverables of the Technical Consultants by providing business and functional guidance, review, testing, and validation of scripted solutions (reports, plugins, and interfaces)
Consults with ION Product Management to exchange information on the latest developments in the industry to improve the ION Products
Assists with services best practices
Qualification
Required
Openlink Endur product experience in implementations per role profile
5-10 years' experience in ETRM industry, systems implementation or similar project exposure and preferably experience in a consulting or similar role
Bachelor's Degree in one of the following: Finance, Accounting, Engineering, Economics, or a related IT field or equivalent experience in a related field
Ability to work as part of a project team structure
Ability to work onsite at client locations
8 to 10 years direct experience in designing, configuring, and troubleshooting installations in client environments
8 to 10 years Industry/systems experience
Demonstrated expertise in more than one area of Product configuration and in one or more industry Product set
Strong client-facing skills
Good interpersonal skills
Good written and oral communication skills
Company
ION
ION Group provides solutions for electronic trading, position management, pricing, risk management, and downstream processing for clients.
10001+ employees
H1B Sponsorship
ION has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (1)
2022 (2)
2021 (4)
Funding
Current Stage
Late StageLeadership Team
Rich Grossi
Chief Executive Officer, ION Corporates
Sandra Timmoney
Chief of Staff to the CEO, Corporates
Recent News
2025-12-19
2025-12-04
2025-12-03
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