Senior Implementation Consultant
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Role details
Tech stack
Job description
As a Senior Implementation Consultant on our Professional Services team, you will own the client relationship throughout the implementation lifecycle. This role is suited for professionals who bring strong project management discipline, deep subject matter expertise, and the ability to guide clients through complex analytical and operational topics. You will project manage the engagement, coach clients through decision points, and provide guidance on best practices to keep the project on scope, on time, and on budget. You will also coach and develop the Implementation Associates on your project team, reviewing their work and supporting their growth., * Own the client relationship, serving as the primary point of contact and trusted advisor throughout the implementation.
- Work in consultation with the project manager on your engagements to, coordinating scope, timeline, budget, and deliverables across the client and internal team. Provide coaching and mentorship to Implementation Associates.
- Coach clients through complex topics, providing guidance on portfolio analytics, reporting, and platform configuration decisions.
Requirements
- Proficiency in utilizing data and analytics to make informed decisions and drive business strategies
- Detail-oriented and organized, this individual prioritizes effectively, excels at time management, and anticipates well in decision making
- Clear and effective communicators capable of conveying information succinctly and clearly
- Plays chess, not firefighting - spots problems before they exist, anticipates second- and third-order downstream impacts, and selects the intervention that compounds best.\nDistinction: Decisive under uncertainty is acting under incomplete information; Proactive Problem Solving is the upstream act of seeing the board clearly.
- Ability to swiftly adapt to changes and maintain high performance under shifting conditions and challenges, * Experience in a client relationship or project management capacity.
- Academic or professional exposure to the institutional investor landscape.
- Experience mentoring or coaching junior team members., * 3-5 years of relevant experience, preferably in FinTech serving institutional investors.
- Up to 25-50% travel required
- Strong Excel skills
About the company
Solovis is a leading portfolio management and analytics platform helping institutional investors navigate today’s complex global markets with clarity and confidence. Backed by Insight Partners, we’re building the next chapter of growth by investing in people and product to raise the bar on quality and client outcomes. Our team is driven by culture and disciplined execution, humility, and curiosity - where AI is at the core of how we operate, innovate, and serve clients. At Solovis, you’ll join a tech-forward, growth-minded team that believes in learning fast, thinking big, and delivering meaningful impact for asset owners worldwide.
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