Customer Engineer (Remote)

As a Technical Customer Engineer on our Professional Services team, you will be a member of one of our implementation practices, and be responsible for focused functional areas of execution and delivery for new client implementations onto our Managed Accounts solutions platform. This hands-on position requires significant client contact and coordination with internal operations and technology teams to implement and service new clients. The Technical Customer Engineer will work with clients to develop and manage an implementation plan, including platform configuration, custom integrations, data conversions, and testing.

 Responsibilities:

• Technical and functional analysis of customer implementation and integration requirements.
• Documentation of configuration requirements and expected effort.
• Configuration and setup of the managed accounts platform.
• Configuration of data loaders and development and configuration of workflow processes and customizations to the platform.
• Proactive identification of internal and external dependencies, highlighting issues, scope changes, and progress against project plan.
• Contributions to the management of client expectations – excellent communication skills are essential.
• Communication of project status/issues to internal account management team.
• Partner with various internal departments to deliver superior customer service.
• Provide technical support to assist clients during and post implementation.
• Development and deployment of custom reports. 

Required Experience and Skills:

• Experience in professional services or technical consulting with enterprise software solutions, specifically enterprise software installation, configuration, customization, and testing.
• Solid knowledge of enterprise software implementation lifecycle and aptitude for comprehending enterprise software architecture.
• Desired technical skills - MS Windows, SQL, ETL Tools, XML, IIS, JBOSS, and Tomcat.
• Proven ability to balance and manage multiple, competing priorities.
• Collaborative interpersonal skills and ability to work within cross-functional practices.
• Self-starter who relies on experience and judgment to plan and accomplish goals in complex fast-paced environment to ensure quality of all data integration points.
• Excellent customer service skills.
• Creative problem-solving and analysis skills.
• Ability to handle problem situations quickly, inventively, and resourcefully.
• Project management skills including:
  • Ability to prioritize and manage tasks
  • Ability to plan, commit, and deliver to schedules
  • Ability to identify, escalate, and manage project issues
• Willingness to work extended hours on an as-needed basis.
• Domain knowledge on investment systems (e.g. Portfolio Management, Trading, Middle/Back Office Operations, Proposal Generation) is preferred.
• Some of the adjectives we value for this position: intelligent, proactive, engaging, dynamic, resourceful, personable, technical, flexible, independent.

Education:

• BS degree in Computer Science or equivalent, MSCS is a plus.

Competencies:

• Teamwork – We before me-- Puts needs of the team first and aspires to bring out the best in others; collaborative, empathetic, and humble; values the opinions of others; assists others when needed; participate effectively as a member of a team; balances personal contributions and needs with those of other members of the team to achieve common objectives.
• Knowledge Explorer – Creative problem solver and adapts to challenges at hand using creative collaboration; curious, proactive, and resourceful; able to incorporate other viewpoints as part of the process of developing solutions
• Positive Energy – Ability to address difficult situations with humor and sense of opportunity; approachable, constructive and engaged
• Own It – Ability to be accountable for results and follow through to completion.

Benefits

• Vestmark pays 90% of Medical and Dental insurance premium
• Vestmark sponsored Life, STD, and LTD Benefits
• Generous PTO
• Company equity in the form of Restricted Stock Units
• 401(k) with Employer Matching
• Employee Assistance Program

What Vestmark Offers

Vestmark offers the ability to develop strong relationships with colleagues who enjoy collaborating, a flexible work-life balance, managers who respect and listen to their ideas and a competitive salary and benefits.

Vestmark also offers a strong value-based culture while working on challenging projects in an exciting Fintech industry committed to helping regular investors reach their goals.

Vestmark is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Vestmark prohibits employment discrimination on the basis of race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information.

This role cannot be performed by a resident of New York City, NY.

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