RegEd · 6 hours ago
Implementation Consultant
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Responsibilities
Consultatively work with clients to define their product needs and to guide them through the requirements gathering process for RegEd’s web-based applications.
Partner with clients to define future-state business processes and workflows to ensure the defined product configuration will meet the business need.
Create and maintain client-specific project plans, ensure resources are scheduled accordingly to deliver on time, and offer suggestions to mitigate risks and avoid delays.
Provide detailed documentation of client-specific requirements, configure web-based applications per the documented requirements, and perform thorough functional testing of the configured applications.
Create client-specific templates for importing historical data; run test imports, validate imported data, and work with client to review/approve.
Manage client expectations for their implementation and deliver top quality customer service throughout the process.
Build strong relationships with client team members, work successfully under pressure, maintain positive attitude, and meet client project deadlines in an efficient and professional manner.
Act as internal subject matter expert for assigned products. This will entail providing input and feedback to internal teams responsible for product enhancements and evolution as well as training clients on use of the application and answering their questions regarding functionality and usage.
Qualification
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Required
5+ years of software implementation experience, technical and/or project management experience or other successful client-facing experience.
Education: Bachelor’s Degree
Have superior verbal and written communication skills with a strict attention to detail.
Possess excellent organizational skills with the ability to successfully prioritize numerous responsibilities for multiple projects and provide effective and timely follow-up.
Have experience defining, measuring, and analyzing business processes, and will be able to suggest process improvements as part of the client’s software implementation.
Have strong analytical skills, including understanding and troubleshooting functional software configurations.
Have the ability to interact with and provide updates to senior management, both internally and externally.
Are extremely responsive, results oriented, enthusiastic, and an effective problem solver.
Are highly flexible, able to learn quickly, and responsible for their actions and decisions.
Have strong working knowledge of Microsoft Office products including Word, Excel, Outlook, Project, and Visio.
Preferred
Project Management experience or PMP certification desired
Knowledge of the securities and/or insurance industries desired
Benefits
Fantastic and comprehensive medical, dental and vision plans
Life Insurance, Short-Term Disability and Long-Term Disability plans
Volunteering Time Off and Flexible Schedules
401(k) plan
Incredible career growth opportunities
Performance bonuses
Company
RegEd
RegEd provides compliance software and solutions for the financial services industry.
Funding
Current Stage
Growth StageTotal Funding
$0.6M2023-07-31Private Equity· $0.6M
2018-12-20Acquired
Recent News
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2024-11-06
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