Fintech Client Experience Operations Manager

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Company: CERES Group

Location: Boston, MA 02115

Description:

  • ACore Responsibilities:
    • Working across Company, provides root cause analysis and develops solutions with local service team leaders. Makes recommendations to senior management.
    • Develops, executes and maintains a tool strategy aimed to improve client experiences using common micro-services adhering to global architectural standards.
    • In conjunction with Technical Experience Management (TEM), represents client technology requirements to Global Technology Services Product Offering, Architecture and Development teams.
    • Implements procedures, defines best practices and evaluates the control environment for Client Experience teams.
Oversee all aspects of Client Experience project execution
  • Complete Client Experience projects within agreed timeframes and within agreed budget targets.
  • Tracks and communicates plan and progress updates. Resolves and escalates, as appropriate, program risks.
  • Produces regular project scorecards, status updates and related management information system (MIS) reporting
  • Working with the Client Experience Chief Administrator Office, authors business cases and manages program budgets.
Client advocate within Company
  • Influence prioritization queues on behalf of our clients
  • Contribute to product management strategy development
  • Actively encourage participation, training and awareness of enterprise wide initiatives
Play lead role in the RFP, Due Diligence and Service Definition Processes
  • Support new business wins and complete all client implementations within agreed timeframes
  • Accountable for RFP, RFI and SIG technology responses
  • Participate in due diligence process to understand client's current environment
  • Work closely with technology teams to recommend future state technology model
  • Work closely with technology and finance teams to validate technology cost model
Actively lead and complete system analyst tasks
  • Support clients by writing and analyzing business / systems requirements and defining the appropriate system solutions
  • Act as a representative or consulting between clients and Company and / or vendors concerning issues and requirements.
  • Ensure requirement specifications meet technical specifications required by the Architecture Review Board (ARB)
  • Ensure all work is done according to technology standards, procedures and policies.
Preferred Education/Experience:
  • Bachelors in Computer Information Sciences or Equivalent Experience
  • Minimum 10 years' experience in the financial services industry or global consulting firm; experience in a senior global leadership role.
  • Demonstrated experience leading global Customer Experience/Customer Success teams in a global environment
  • Experience leading Enterprise scale, multi-million dollar technology driven projects
  • Exceptional communication skills in a client facing role
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