Manage multiple client implementation projects simultaneously, ensuring milestones and timelines are met
Serve as a technical liaison during client onboarding and implementation calls
Review inbound client data files for accuracy, completeness, and compliance with specifications
Provide, review, and maintain technical file specifications for clients and internal stakeholders
Perform configuration updates in database tables, including basic SQL scripting as needed
Track implementation tasks, risks, and dependencies across projects
Partner with Product Support and Client Support teams to address implementation-related issues
Assist with post-implementation transition and internal support requests
Document implementation processes, configurations, and client-specific requirements

Bachelor’s degree in Computer Science, Software Engineering, Computer Engineering, or a related technical field (or equivalent combination of education and relevant work experience)
5+ years of experience supporting technical client implementations or onboarding projects preferably in the financial services, fintech, or investor communications space
Experience in client‑facing, cross‑functional environments
Familiarity with structured data files (CSV, fixed‑width, XML)
Basic working knowledge of SQL or database configuration
Strong SQL scripting skills and understanding of relational database concepts
Working knowledge of HTML and JavaScript
Experience with CRM platforms such as Salesforce, NetSuite, or similar
Hands‑on experience using Jira and ServiceNow for issue tracking and project management
Experience working in a Linux-based environment
Understanding of basic networking concepts (ports, protocols, connectivity troubleshooting)
Experience supporting SaaS applications, ideally in financial services or fintech
Strong project coordination and organizational skills
Excellent written and verbal communication skills
Ability to translate technical requirements for non‑technical stakeholders
High attention to detail and data accuracy
Ability to work independently while managing competing priorities

Technical Implementation Specialist

Key skills