Implementation Analyst

🕒 April 27

🏄 California, Colorado, +1 more states – Remote

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

💵 $50k - $65k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧐 Analyst

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Monarch

WebsiteLinkedInAll Job Openings

11 - 50 employees

☁️ SaaS

🤝 B2B

💸 Finance

SaaS • B2B • Finance

Monarch is a provider of SaaS implementation, configuration, consulting, and managed platform support focused on private capital markets. The company helps private capital firms and SaaS partners deploy and optimize deal management, CRM, portfolio monitoring, and analytics platforms (notably Intapp DealCloud and Cobalt), integrates third-party data, automates workflows, and can act as a virtual platform administrator to deliver ongoing operational support and advisory services.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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)