Related skills
consulting stakeholder management excel product roadmap training📋 Description
- Develop SOPs for Technical Consulting interactions with stakeholders.
- Strategize with customers to understand goals and desired outcomes.
- Design and execute adoption plans in a timely fashion.
- Identify constraints and boost customer feature adoption and engagement.
- Lead customer trainings for diverse user groups.
- Explain complex concepts to stakeholders with varying technical levels.
🎯 Requirements
- Bachelor's degree or equivalent work experience required
- Minimum of 5 years relevant experience with enterprise customers in investment management
- Analytical mindset with in-depth Excel skills
- Strong communication skills: concise, prescriptive, persuasive, professional
- Led client-facing meetings and presentations with executives
- Travel nationally up to 10% of the time
🎁 Benefits
- Health, dental, and vision care for you and your family
- Life insurance
- Mental wellness coverage
- Fertility and family support
- Flex Time Off in addition to company-paid holidays
- Annual professional development stipend
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