Implementation Analyst

🕒 Abril 27

🏄 California, Colorado, +1 estados a mais – Remoto

🏄 California – Remote ⛰️ Colorado – Remote 🗽 New York – Remote

💵 $50.000 - $65.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🧐 Analista

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Monarch

SiteLinkedInTodas as Vagas

11 - 50 funcionários

☁️ SaaS

🤝 B2B

💸 Finanças

SaaS • B2B • Finance

A Monarch é uma provedora de implementação, configuração, consultoria e suporte de plataforma gerenciada de SaaS, focada nos mercados de capitais privados. A empresa auxilia empresas de capitais privados e parceiros de SaaS a implantar e otimizar a gestão de negociações, CRM, monitoramento de portfólio e plataformas de análise (notadamente Intapp DealCloud e Cobalt), integrando dados de terceiros, automatizando fluxos de trabalho, e podendo atuar como um administrador virtual de plataforma para oferecer suporte operacional contínuo e serviços de consultoria.

Descrição

• Analyze client legacy data sets to understand the impact of the data on system design • Drive and manage new client implementations from start to finish. This includes providing guidance, assistance, and support to customers from the initial requirements gathering to technical platform configuration and training • Manages client and internal stakeholder relationships adeptly throughout the entire implementation process • Earns trust by consistently delivering accurate, timely, and comprehensive responses to routine inquiries, both in written and verbal contexts • Work closely with SaaS engagements teams to facilitate consistent customer experiences and go-lives • Work with Microsoft Excel to map, collate, and normalize disparate data sets for import into the platform • Provide consultative system design and industry best practice recommendations throughout an implementation • Hold both client customers and internal team members accountable to project timelines and budgets • Work with multiple customer implementations concurrently • Analyze and understand client data as an important factor that influences a client's system design • Leverage and continually develop best practices for each data environment and client vertical to assist in future implementation efficiencies

🎯 Requisitos

• Bachelor’s degree from an accredited college or university • Organization, effective time management, and ability to multitask • Strong analytical and creative problem-solving abilities • Comfort with Microsoft Excel, familiarity with basic Excel functions • Ability to adapt to rapidly evolving situations • Strong sense of personal responsibility and ownership over your work • Willingness and love of learning new technology, new processes and procedures, and new business models • Bonus Points: Banking, Fintech, or Financial Services experience • Advanced Excel skills (v-lookup, x-lookup, Pivot tables) • Experience with CRM tools • Experience in project management

🏖️ Benefícios

• Work From Home (100% remote!) • Health Care Plan (Medical, Dental & Vision) for employee (a significant portion of employee only paid) and family (paid in part) • Collaborative culture: virtual events and swag • Training & Development • Individual Training Budget • Certifications are encouraged with bonuses • Mentoring Program with bi-weekly 1:1s • Up-to-date technologies, tools, and methodologies • Parental Leave (Maternity & Paternity) • Flexible PTO plan • Retirement Plan (401k)