Principal Consultant, Mercatus, Vice President

Who we are looking for

As part of the Professional Services organization within Mercatus, the primary goal of the Principal Consultant will be ensuring successful Implementation and Configuration Services (“ICS”) to meet customer requirements while promoting customer adoption and providing a channel for the sale of other company Software and Services. This role is extremely critical as it takes the handoff of a client from a finalized Sales contract to ensuring that customer is effectively on-boarded (a consulting engagement that could last several months). As a senior hire on this team in high growth phase, this person has the unique opportunity to also support business development efforts heavily throughout the sales process. As such, the role is equal parts Sales, Client Management, and Operations, and it works closely with every area within the company while gaining a deep understanding of all areas of the business. The Principal Consultant will be the key interface to customer success and have consistent exposure to large private markets funds and multi-national companies. The key to this role is delivery – the Principal Consultant will lead the execution to deliver to client goals while being a trusted advisor to the client. The VP level is responsible for more complex, strategic clients.

Why this role is important to us

The team you will be joining is a part of Charles River Development (or CRD), that became a part of [Employer hidden — view at passion-project.co.uk] in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created first open front-to-back platform - [Employer hidden] Alpha, that was launched in 2019. Join us if delivering next generation infrastructure, using emerging technologies like AI and Blockchain sounds like a challenge you are up for.

What you will be responsible for

As Principal Consultant you will:

• Client Work: Own client engagement and program management of Professional Services deployment. Manage customer relationship throughout ICS. Guide customer to decisions/consensus and drive to deadlines assertively. Lead requirements gathering to ensure successful configuration. Design ideal deployment outcomes with focus on Business Intelligence visuals. Define deployment options. Coordinate Business Managers. Deliver final configuration and onboarding. Establish change management plan and lead Live Training.
• Business Development: Identify areas for other Software or Services within current customers. Drive proof-of-concepts for prospective customers. Lead Trial account engagements.

What we value

• 4+ years’ experience implementing SaaS solution to private markets, i-banks, or Fortune 500
• Experience in Private Credit/Debt, Infrastructure investments, Private Equity, Fund/Portfolio Management
• Experience leading change management efforts across large enterprises (50+ people)
• Ability to communicate effectively from C-level to entry level
• Strong interpersonal skills
• Analytical problem-solving skills
• Process efficient with attention to detail
• Proactive in seeking solutions
• Experience with Business Intelligence dashboards/data modeling highly preferred
• Experience delivering corporate training, proof-of-concepts, and promoting software usage preferred

Education & Preferred Qualifications

• Degree in finance or business preferred
• CAIA or CFA designation highly preferred

Additional requirements

• Ability to travel as required (~30%), including internationally
• Adaptability to work in fast-paced environment

About [Employer hidden]

[Employer hidden] is one of the largest custodian banks, asset managers and asset intelligence companies in the world. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. We are an equal opportunity employer. Discover more at StateStreet.com/careers. For accommodation assistance, contact [contact hidden].