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Executes the configuration and modification of the firm’s existing products and solutions, often in partnership with Technology, to fit complex client use cases
Develops training and collateral to support the Sales team
Oversees the aggregation and analysis of relevant client and market data to support the Solutions team in delivering impactful solutions
Engages with technical roles on the client team to field and answer product queries
Support the development of internal playbooks, governance models and reporting frameworks to improve scalability and operational efficiency of the program
Collaborate cross-functionally to ensure alignment of priorities, troubleshoot adoption barriers and advocate for program needs
Analyze insights from client feedback and adoption data to identify opportunities to refine our payment solutions; collaborate with solution architecture experts to redefine solution-oriented success
Support the aggregation and analysis of relevant client and market data to support the Solutions team in delivering impactful solutions
3+ years of experience or equivalent expertise working across a broad set of related products
Proficient technical knowledge of the cluster of products and exposure to the sales cycle
Experience working with clients in a technology field and interfacing with engineers
Demonstrated prior experience working in a highly matrixed and complex organization
Experience supporting the technical design of products or technology applications
3+ years of experience or equivalent expertise in solving complex problems within cross-functional teams with diverse priorities
Strong analytical skills with the ability to interpret data, extract insights and effectively communicate themes with a senior audience
Client-focused mindset, advocating for seamless experiences and best-in-class service
A keen interest in learning about technical system workflows and product integrations
Proficiency in Microsoft Word, Excel, SharePoint and PowerPoint
Preferred Qualifications, Capabilities, and Skills:
Experience with Salesforce reporting
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