The implementation of IntelliMatch products in accordance with planned project tasks including design, product configuration, training, scoping and estimation of tasks
Accurately documenting client requirements, proposed solution and managing the sign-off process with the client
travel to/from client site as necessary for project
Act as single point of contact for end-users with technical/functional issues with regard to the application within the context of a customer
Investigate, troubleshoot and resolve any issues that arise in a timely and efficient manner. This may require interaction with various counterparts
Escalate issues/concerns raised by the customer appropriately and escalate to project manager timely
Interact with project management, product management and other development teams within the organization.
Develop relationships with the client, both internal and external, and delivers professional, personalised service based on that knowledge
Seek continuous improvement in the processes, methods and standards applied to each consulting assignment
Ability to work under pressure, both in terms of deliverable deadlines, but also in communication with clients under difficult situations. A calm and professional manner at all times is an essential requirement
Work closely with sales and pre-sales team to inject domain and industry expertise in the area of applying industry knowledge and best practices to help clients improve their processes and increase the rate of straight through processing
Ability to facilitate workshop with clients to find pain points, process improvement requirements, prioritisation of these requirements, and configuring solutions and scheduling delivery of agreed solutions
Independently manage a Project team (both on-site and off-site resources), develop and maintain project plans and manage client expectations throughout the project delivery cycle
Experience performing software installations and troubleshoot technical issues
Regular travel may be required 30-50% of the time
5-9 years experience in a financial services back office environment and/or experience gained within a reconciliations, case management and exception processing organization.
Knowledge of reconciliation, cash management or exception processing and software a definite plus.
Should have experience in end to end implementation in an IT organization
Understanding of reconciliation processes e.g. Cash, Securities, ATM, Credit Cards, Chargebacks, Disputes, Visa card, Master Card etc.
Should have experience in Requirements analysis, gathering and management
Should have hands on knowledge on interacting with client and documenting requirements
Should possess excellent written and oral communication skills
Interpersonal: ability to work effectively with others, including a diverse population. Ability to work independently and contribute as part of the team
Problem solving: ability to constructively handle unexpected problems. Strong analytical skills.
Decision making: ability to make sound decisions given the information available
Experience/Hands-on on IntelliMatch (Big plus)
Technical knowhow in databases (MSSQL)
Other reconciliation tools like SSR, Accurate, T-Rex, TLM (plus)
Exposure to Crystal Reports or Business Objects is good to have