Implementation Consultant - Eclipse Client Service jobs in United States
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PreSales Collective · 7 hours ago

Implementation Consultant - Eclipse Client Service

positionChicago, IL
timeFull-time
remoteHybrid
seniorityEntry, Mid Level
money$75K/yr - $85K/yr
date2+ years exp

PreSales Collective is a leading provider in the investment management technology sector. The Implementation Consultant will lead the onboarding and implementation of clients onto the SS&C Eclipse platform, ensuring successful integration and client satisfaction.

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Responsibilities

Lead the onboarding and implementation of investment manager clients onto the SS&C Eclipse platform
Coordinate and run client meetings, serving as the primary point of contact throughout the onboarding process
Collaborate closely with internal teams (Development, Product Management, Client Services) to ensure successful implementation and client satisfaction
Interact regularly with 3rd party vendors and internal stakeholders to streamline project execution
Advocate for platform enhancements to meet evolving client needs and support scalability
Oversee the end-to-end migration of client data and workflows onto a new accounting engine, ensuring accuracy, completeness, and minimal disruption to operations

Qualification

System implementationClient relationship managementFinancial Services experienceTechnical communicationCollaboration with teamsAccountingProject management

Required

Minimum 2+ years of experience in Financial Services or Investment Technology, particularly in Trading, Operations, or Accounting
Strong background in system implementation and configuration for accounting or trading platforms
Proven ability to manage client relationships, expectations, and project timelines effectively
Excellent verbal and written communication skills, especially in conveying technical concepts to non-technical audiences
Experience collaborating with Product and Development teams to influence product enhancements
Understanding of account and relationship management best practices

Benefits

401k Matching Program
Professional Development Reimbursement
Flexible Personal/Vacation Time Off
Sick Leave
Paid Holidays
Medical
Dental
Vision
Employee Assistance Program
Parental Leave
Discounts on fitness clubs, travel and more!

Company

PreSales Collective

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Community for all things PreSales: Leaders + Sales, Solution, Value Engineers + Solutions Architects + Aspiring SEs.
dateFounded in 2020
location
Chicago, Illinois, USA
people-size2-10 employees
web-link
https://www.presalescollective.com

Funding

Current Stage
Early Stage

Leadership Team

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Jose Espinoza ☁
PreSales SoCal Co-Founder & PSC Regional Lead
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Company data provided by crunchbase