Allvue Systems · 18 hours ago
Sr Implementations Specialist
New York, NY
Full-time
Onsite
Mid, Senior Level
3+ years expAllvue Systems is the leading provider of software solutions for the Private Capital and Credit markets, seeking a Sr Implementations Specialist to lead the implementation and configuration of financial software solutions. This role involves collaborating with clients to understand their needs, translating requirements into system configurations, and mentoring junior team members in a fast-paced environment.
CRMFinancial ServicesPaymentsSoftwareTelecommunications
Responsibilities
Lead requirements gathering sessions with clients, understanding business objectives and system functional and non-functional requirements
Create internal and client facing documentation to effectively communicate requirements, recommendations, and delivery plans
Understand the functional impact of various configuration options and offer recommendations
Effective communication of your insights and plans to cross-functional team members
Configure product to meet business requirements using UI-based tools and SQL
Design and generate tailored reports leveraging advanced SQL query writing to meet specific client needs, ensuring accuracy and clarity in financial data analysis
Oversee end to end delivery by collaborating with project managers, solutions architects, technical engineers and quality assurance engineers
Provide product demonstrations as needed, both internally and externally
Lead or assist with client user training
Foster a high-performing team environment through mentorship, coaching, and individual development plans
Assist team manager with team forecasting, project scoping, project staffing, and resource planning
Lead execution of internal initiatives aimed at driving organizational improvement and efficiency
Innovate solutions to enhance internal operations, project execution and client experience
Challenge the status quo through creativity and strategic action
Serve as the first point of contact for client health escalations related to current work on the team
Maintain strong client relationships by proactively addressing concerns and ensuring satisfaction with team deliverables
Identify new market opportunities and communicate this information to the Product team
Qualification
Required
High level of attention to detail and commitment to quality
Proficiency in SQL for complex query writing, data analysis, and troubleshooting
Strong prioritization, time management, and organizational skills
Excellent verbal and written communication abilities
Demonstrated collaboration skills and ability to work cross-functionally
Proven leadership and team mentorship capabilities
Ability to manage client expectations and deliver high-quality professional services
Ability to operate effectively in a fast-paced, dynamic environment
Excellent problem-solving abilities
Experience with project management methodologies (Agile, Scrum, or similar is a plus)
Experience or familiarity with buy-side investments / fixed income / credit / private equity / CLO / debt
Bachelor's degree in an applicable field (e.g., Business, Computer Science, Information Systems, Analytics, or similar)
3+ years of experience in professional services, client delivery, or related field
Benefits
Health Coverage options along with other voluntary benefits
Enterprise Udemy membership with access to thousands of personal and professional development courses
401K with Company match up to 4% or Employee Pension plan
Competitive pay and year-end bonus potential
Flexible PTO
Charitable Donation matching, along with Volunteer and Voting PTO
Numerous team building activities to promote collaboration in a fun and fast-paced work environment
Company
Allvue Systems
Allvue Systems is a technology provider for private capital and credit market investment managers.
501-1000 employees
H1B Sponsorship
Allvue Systems 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 (3)
2024 (4)
2023 (4)
2022 (3)
2021 (6)
2020 (2)
Funding
Current Stage
Late StageTotal Funding
unknown2019-08-07Acquired
Leadership Team
Marc Scheipe
CEO
Dmitri Sedov
Chief Data & Analytics Officer
Recent News
Business Wire
2025-11-25
Company data provided by crunchbase