10 days old

Delivery Director - Investment Trading Software - Charles River Development

1704 Charles River Systems Inc MA
Sacramento, CA 95814
  • Job Code
    R-634896

The Client Services Director is a senior-level role responsible for creating and managing a referencable client base within their assigned territory. The Director will manage teams of Implementation Managers and Implementation Consultants while holding them accountable for the successful implementation of the Charles River Investment Management Solution. In addition, the Director will work with sales leadership to develop business through positioning and selling services for new and existing customers. This role will interface with existing and prospective clients and all internal divisions of the company and reports to the VP of Client Services.

Oversee staff which includes senior implementation managers, product specialists and implementation managers and consultants of their client projects.

Hire staff; ensure they are properlymentored, trained and motivated.

Ensure all team personnel are effectively staffed and utilized.

Achieve Implementation Services group revenue goals and utilization targets.

Achieve individual group customer satisfaction targets.

Complete project reviews on a regularly scheduled basis which includes:

o Review implementation status and resolve implementation issues

o Work hands on with clients as necessary, with the goal of achieving successful, on schedule, on budget projects, as well as a high level of client satisfaction with implementation services.

o Ultimately responsible for delivery of each implementation upon which staff participates.

o Build senior level relationships within client portfolio

Serve as liaison to Sales, R&D (Product Management, Engineering and QA) or other departments with needs or dependencies on services (and vice versa) to share expertise, escalate, champion/resolve issues, etcContinuously improve implementation practices and procedures such as estimating, scoping, quality assurance reviews, methodologies, and reengineering to deliver cost effective and efficient deployments.

Ensure that all staff adheres to policies and procedures.

Participate in Sales process:

o Present implementation methodology and procedures overview to prospects (on-site and/or remotely)

    • Respond to ad-hoc design and best practice questions from prospects and customers
    • Prepare realistic estimates, assumption documents, and SOWs for delivery to prospects and where necessary for inclusion in customer contracts.

Compose and conduct staff reviews. Review and assess personnel for compensation and promotion purposes.

  • Maintain utilization of 20-30% (1-1.5 days per week) via value-add management activities such as project reviews, specialized support, kick-off ad hoc meetings, etc.
  • Review and approve Expenses and Time Entries
  • Leadmeetings
    • Bi-weekly team meetings
    • Project Reviews (internal and external)
    • Account Reviews

Required Competencies & Experience:

Experience implementing financial systems and delivering multi-tier financial applications

Experience managing portfolio of clients and building senior level relationships

Proven experience in managing team of 10+ consultants

Consulting skills and experience

Ability to apply priorities and match staff ability to customer requirements

Strong analytical and problem-solving skills

Strong communication and inter-personal skills

Ability to develop and manage cross functional processes and project timelines

Understanding of the implementation lifecycle and methodologies

Proven ability to recommend and apply industry and technical best practices

Strong contributor with high motivation, with the ability to take initiative, set priorities and perform tasks with minimal guidance

Bachelors Degree

10+ years of experience

Ideal Competencies & Experience

Specific knowledge of the investment industry (financial instruments, workflows, major players, trends, etc.)

Strong management background; ability to work tactically and strategically

Ensure projects are successfully completed properly, on time, on budget

Maintain high client satisfaction and retention

Ensure team is well trained and mentored

Maintain 70% group utilization

Maintain 25-30% personal utilization via project reviews, project team support, kick-off meetings, etc.

Adhere to Company's and groups and Policies and Procedures

Contribute to department revenue targets and strategic initiatives







Posted: 2020-01-08 Expires: 2020-02-06
Sponsored by:
Farm Credit Services of America Logo
Sponsored by:
Bank of America Logo

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Delivery Director - Investment Trading Software - Charles River Development

1704 Charles River Systems Inc MA
Sacramento, CA 95814

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