• Research and Analyse the markets to identify the industry-specific, function-specific or an organizational specific pain points
• Translate them into transformational solutions that can be configured through the existing platform.
• Feed them into requirements that can be used to enhance the platform features and capabilities.
• Create service offerings for the platform deployment and suggest business strategies & ideas that meet the company’s revenue goals
• Commoditizing the solution for faster & effective deployment of the platform
• Provide guidance to the delivery teams in rolling out the solutions and sales team in understanding and positioning the solution
• Benchmark the solution with other existing solutions, articulate the differentiation, value and positioning
• Assist the sales team in qualifying the prospects through a deep understanding of the platform and the customer’s pain points
• Preparation of demos, collaterals and case studies that demonstrate the capability of the platform in solving specific problems and challenges & the benefits of the platform
• Participate in the creation of marketing concepts, strategies, and campaigns

Skills: Market Research and Analysis, Solution Development, Requirement Gathering, Service Offerings Creation, Solution Commoditization, Team Guidance, Solution Benchmarking, Sales Support

• Provide an elevated level of customer service.
• Maintain customer confidentiality.
• Obtain and maintain skills needed to aid in reconciling a group payment.
• Review enrollment, payment history, and billing invoices to provide support to LegalShield associates, groups, and the group’s members.
• Responsible for applying all group payments to group members as noted on payroll sheets, statements, or compared payments.
• Answers incoming calls and makes outgoing calls to investigate and correct errors for getting the payment applied.
• Achieve daily/monthly productivity expectations related to payments
• Coordination and organization of demand-generating activities like a tradeshow, company events or customer workshops
• Engage with customers and interpretation of needs and proposed solutions
• Develop customer empathy through customer interviews, pain point documentation, personas and journey maps.

Skills: Customer Service Excellence, Confidentiality and Data Protection, Financial Reconciliation, Analytical Skills, Communication and Interpersonal Skills, Productivity and Efficiency, Event Coordination, Customer Empathy and Engagement

• Responsible for the design, build, and adoption of O365 solutions with a focus on communication, collaboration, and O365 applications.
• Sound business knowledge of the Microsoft O365 suite with a full understanding of the Microsoft roadmap and future state capabilities.
• Understanding of Microsoft Licensing model for O365 / M365.
• Ability to interact with customers in a consultative manner
• Work collaboratively to identify business needs, capabilities, and requirements and turn them into appropriate solutions using O365.
• Improve efficiency and effectiveness for both FPI and our customers by finding solutions that will optimize the usage and adoption of Microsoft O365.
• Actively looking for solutions to the needs of internal and external customers, propose solutions where appropriate using the O365 suite.
• Work collaboratively with FPI and customer training departments to create and distribute training materials, facilitate any needed formal training needs, etc., for solutions implemented.
• May provide financial analysis to determine ROI/ROA of proposed solutions. 
• Hosts focus groups and participate in product forums to gather information.
• Conducts product visits at the customer site to review existing products and services used.
• Provided consultative support in areas that include Microsoft Azure, Microsoft O365, Salesforce platforms (Service Cloud, Marketing Cloud, etc.,), the nCino Lending platform, or Fiserv DNA (Loan Accounting platform).

Skills: Microsoft Office 365 Expertise, Business Acumen, Microsoft Licensing Knowledge, Consultative Approach, Solution Architecture, Efficiency Optimization, Training and Facilitation, Financial Analysis

• Provide Design Governance Standards / Manage ASP Delivery Teams on the CommSec Platform
• Embed and Uplift our Business and Technology delivery processes
• Lead a team of Technical Business Analysts
• Ensure CommSec business solutions are aligned with Group technologies and enterprise architecture
• Provide both business and technical recommendations to address customer needs / strategic business opportunities
• Effectively and efficiently convert business needs into functional designs using knowledge of system capabilities, rules, and architecture.
• Provide support for testing activities ensuring adequate project coverage
• Work closely with stakeholders and change management to identify impacts to business processes as a result of system or application changes
• Identify project delivery issues and risks, assist with mitigation strategies, and escalate where necessary
• Enable, motivate, direct and continuously develop a committed, empowered, and high-performing team.
• Provides team leadership by prioritizing, assigning and reviewing work and deliverables of team members according to specified timeframes
• Advise on approach to solution design and recommend alternative approaches
• Participate in thought leadership activities and attend industry events

Skills: Design Governance Standards, Team Leadership, Business and Technical Analysis, Alignment with Enterprise Architecture, Testing Support, Stakeholder Management, Risk Management, Team Development

• Analyzing the complex business problems being addressed by network product, member, provider, regulatory, and enterprise strategies
• Operationalizing contractual agreements with providers
• Analyzes complex business problems and issues using data from internal and external sources to provide insight to decision-makers.
• Defines provider contractual and Network needs, determines an operations solution and develops a plan/proposal for delivery of the program
• Provide consultation to stakeholders and providers and lead cross-functional teams to address business issues and operations readiness
• Produce datasets and reports for analysis using system reporting tools
• Writing business recommendations for new information-based solutions 
• Equate business outcomes with cost-benefit analysis and tangible metrics to support as well as contract network alignment.  
• Develop knowledge and complete understanding of the features in the software programs that are implemented for clients.
• Drive out and document client business and functional requirements.
• Under general direction, properly configure ERP, CRM, and other software programs to meet client needs and specifications.
• Collaborate with peers to ensure our team is exceeding customer expectations.

Skills: Analytical Skills, Contract Management, Strategic Planning, Consultation and Leadership, Data Analysis and Reporting, Business Writing, Cost-Benefit Analysis, Software Proficiency and Configuration.

• Experience in working in the funds industry, and other financial institutions.
• Previous track record working in Transfer Agency change projects
• Experience is Pre-sales and related sales activities.
• Experience in Agile Software development and change management processes.
• Interest in the financial services industry; the trends, challenges, and innovations.
• Experience in a client-facing role acts as a trusted partner to C-level business and technical stakeholders.
• Experience with or using Multifonds Global Investor
• Able to navigate complexity and deal with ambiguity.
• Entrepreneurial spirit and a can-do approach to problem-solving.
• A global mindset, a team spirit, and a desire to make a real impact.
• An appetite for learning and growth.
• Excellent communication skills, a careful listener, and an inspiring speaker.

Qualifications: BA in Business Administration with 7 years of Experience

• Proven consultative solution development skills with the ability to incorporate; software and professional services requirements
• Ability to build and expand relationships with customer contacts
• Adept in public speaking, presentations, and seminars
• Technically literate, with an aptitude to understand, present and position solutions to both customers and resellers
• Highly organized with the ability to manage multiple projects
• Excellent written and verbal skills
• Experience interfacing with professional-level buyers
• Business maturity with a “Can-do” attitude
• Self-starter with high initiative
• Ability to interact effectively with both the customer’s technical and executive management
• Problem-solving, communication skills (both written and verbal) and a focus on results

Qualifications: BS in Information Systems with 3 years of Experience

• Ability to multitask and juggle multiple moving parts while actively prioritizing activities and deliverables.
• Excellent communication and planning skills.
• Ability to solve complex technical implementations both independently and in a team environment.
• Experience with software development processes.
• Experience in scoping complex customer requirements and managing Web Integrations with customers as a Project Manager or Software Consultant.
• Experience in project management, product management, and/or account management to Fortune 100 service providers is an asset.
• Superb spoken and written English.
• Stellar interpersonal, communication and planning skills along with critical thinking and good decision-making abilities.
• Strong acumen to identify problems and spot opportunities
• Experience in Agile, swift in decision-making, high perseverance, and a positive outlook

Qualifications: BS in Computer Science with 2 years of Experience

• Experience in a consulting firm, with client-facing experience delivering data or business intelligence projects
• Experience working on bids, proposals, workshops, or RFPs to win new business
• A passion for innovative technology, and data-driven decision-making
• A creative problem solver who finds innovative solutions to complex problems
• Thrive in a fast-paced and collaborative environment
• Experience in working with data and on data-driven projects
• Overall diverse/cross-functional experience of 10 to 15 years experience in the IT / Industry domain
• Self-starter, Individual Contributor, and adaptable to a start-up environment
• Good interpersonal, presentation, and communication skills
• Strong customer orientation & a strong solution mindset
• Analytical skills and the ability to recognize the demands on the side of clients. 

Qualifications: BA in Management Information Systems with 4 years of Experience

• Experience in supporting enterprise systems including CRM, SFA, and ERP
• Experience in Proven technical acumen to translate business requirements into functional design
• A customer advocate with excellent listening skills to fully understand customer requirements and pain points
• Experience in Proven presentation and communication skills with client executives
• Strong analytical skills and the ability to meet tight deadlines, while working in a fast-paced environment
• Ability to build trust remotely as well as in the understanding of XML, SQL, and enterprise application integration
• A thorough understanding of B2B marketing /sales pipeline practices and KPIs
• Proven advanced spreadsheet skills (formulas, data cleansing, and data manipulation)
• Exposure to Salesforce.com configuration and custom development 
• Experience in Salesforce.com Certifications (Admin, Consultant, and/or Developer)
• Experience in  working with a professional consulting organization

Qualifications: BA in Operations Management with 2 years of Experience