FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide. The Principal Product Manager – Performance Solutions Delivery Architecture is responsible for discovery, strategy, success metrics, planning, launch, and optimization of the client solutioning process from their legacy Performance Solution to FactSet Performance Solution.
Responsibilities:
- Serve as the Performance Subject Matter Expert in new sales opportunities, particularly for complex, multi-component Performance product sales
- Partner with Sales, Professional Services, and Managed Services to thoroughly understand client requirements through Product Assessments & Solutions Workshops
- Design and document Performance solutions tailored to client business requirements
- Partner with Professional Services to develop and advise on the optimal approach to prioritizing implementation phases
- Produce comprehensive solution design documents to guide the Professional Services team in crafting Statements of Work (SOW) for implementation
- Establish and document a prioritized gap list for clients, aligned with the implementation timeline and plan, ensuring all stakeholders are informed and engaged
- Work closely with various internal teams (Product, Sales, Enterprise Hosting, Portfolio Services, Professional Services, and Support Services) to ensure cohesive and coordinated efforts in client solutioning and implementation
- Communicate with various Product teams across Performance and other functional areas to translate client use cases and requirements into actionable product enhancements which are needed as part of the solution design
- Maintain continuous communication with clients throughout the solutioning and implementation phases to ensure alignment and satisfaction
Requirements:
- Extensive experience as a Performance Subject Matter Expert, preferably with hands-on experience in transitioning clients from legacy solutions such as SS&C Sylvan, SS&C Anova, Eagle Performance, Confluence StatPro, and FactSet B-One to new performance solutions
- Strong background in leading client workshops, requirements gathering, and solution design
- Proven ability to create detailed and actionable solution design documents and implementation plans
- Demonstrated capability to work collaboratively across multiple internal teams and manage complex projects, inspiring several cross-functional teams to deliver on the product solution and vision without direct authority
- Bachelor's degree in STEM, finance, economics, or other relevant field, or equivalent experience
- 12+ years relevant experience