Implementation Manager

Job Type:
Job Sector:
£99,999 per annum
Salary Description:
Based on Experience
Hiring People
Job Ref:

Our client is seeking an Implementation Manager to join their team.

About the Role

As Implementation Manager, you will be an active member of company's Implementation team. You will work closely with their Sales Managers and Adviser Support Team to support their clients in implementing company's award-winning financial advice software.

The ideal candidate must possess a willingness and ability to learn the in-house software systems and be able to create and structure on-boarding and training plans in a clear and effective way to their clients. The key to the role is to offer guided support to help their new and existing clients achieve the best experience and usage from company's technology.

Working with their investment management platform, you will also gain invaluable global knowledge in technology and financial services. They offer a fantastic working environment and a unique opportunity for team members to broaden their knowledge, improve their skills and further their career.

Key Responsibilities and Accountabilities:

* New client onboarding - support their clients in the early adoption phase of company's solutions to ensure they have a positive and successful experience of company's technology. In doing so, identify challenges, problem solve and create a suitable transition roadmap for their clients.
* Transitions - support their clients and internal teams (via development and education) to transition existing business from other software to company's software
* Data migration - support their clients in migrating their data from legacy software providers to company's software
* Training and education of clients - provide high-quality training & education (both initial and ongoing) to ensure client back-office teams have a superior understanding of the systems and the efficiencies that can be gained. Proactively identify and action opportunities in order to further enhance use of the system. These sessions will be delivered either face-to-face, or remotely using web-based tools
* Back-office engagement - build deep understanding relationships with client back-office teams to not only understand the temperature and rhythm of the practice, but also how they use the company's system/products. Identify opportunities to promote company's range of solutions to increase usage by their clients and provide insights back to company about their clients
* CRM management - ensure the data on their clients is up to date allowing for easy engagement and a centralised overview of their clients
* Project management - track new implementations to ensure timely execution through to BAU, alongside working with internal project managers/development staff to test and execute new releases.

Key Experience, Qualifications and Attributes:

* Managed Accounts knowledge would be highly regarded
* Experience with Microsoft Dynamics 365 would be highly regarded
* An understanding of the financial advice process
* Experience in, and understanding of, investment platforms and products and financial planning software
* Proven successful client relationship management skills
* A motivated self-starter with service experience
* Project management skills and a continuous improvement mind-set
* An ability to communicate effectively (verbal and written) to a range of stakeholders and build trusted relationships which benefit their client and the business as a whole
* Ability to multitask, whilst also handling ambiguity in resilient

Contact Details:
Hiring People
Tel: 03301002230
Contact: Hiring People

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