Implementation Specialist
About the role
The Implementation Specialist is a subject matter expert in FactSet's products, tasked with deploying FactSet's products by delivering on high-value projects and engagements. Implementation Specialist's primary focus is on ensuring that FactSet's clients are properly set up to get the most value out of their FactSet subscriptions. They are responsible for ensuring data integration and quality, configuring modules within FactSet, building end-user reports and interfaces, training our clients, and supporting users during the implementation process. All work done by Implementation Specialists is project-based and may include implementations, solutions optimization, and other time and knowledge-intensive projects. Implementation Specialists may be utilized on larger and more complex engagements and may serve as mentors for more junior members of the team.
Responsibilities
- Produce client-facing communication in coordination with the implementation project manager
- Build and manage implementation scope and effort estimates
- Providing product (functional and technical) guidance on the solutioning of processes based on customer needs
- Create user workflow specifications, custom report specifications, establish priority and direction to technical integration staff on client requirements
- Develop a comprehensive understanding of the technical aspects of the Analytics suite
- Implement new and enhance existing deployments to create a better user experience and further enable sales opportunities
- Effectively communicate with our most sophisticated users via a strong understanding of investment principles and their application in the industry
- Identify growth strategies by outlining client organizational structures and uncovering additional opportunities during the implementation process
- Share emerging trends, what is working well, and areas for improvement
- Study client workflows and partner with Product Development and Engineering to enhance FactSet's products
- Provide user training and support the development of training programs
- Facilitate the transition from the implementation phase to support
Requirements
- At least 2 years of experience working with FactSet's Analytics tools
- Strong technical background
- Proven technical proficiency particularly in writing complex screening codes
- Understanding of how clients use FactSet Analytics and Performance Solutions products
- CFA, CIPM, CAPM, FRM, MBA, or other industry certifications preferred
- Extremely detail-oriented with the ability to see the big picture
- Enthusiastic with a keen sense of initiative and a desire to take ownership
- Willingness to travel
- Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
Locations
Austin, TX; Boston, MA; New York, NY; Norwalk, CT; Chicago, IL; San Francisco, CA; Los Angeles; Toronto, CAD
Working Environment
Hybrid
Benefits
- Support for your total well-being including health, life, and disability insurance, retirement savings plans, and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days
- Flexible work accommodations to achieve work/life harmony
- A global community dedicated to volunteerism and sustainability
- Career progression planning with dedicated time each month for learning and development
- Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging
Pay
The budgeted salary range for this position in California, Connecticut, and New York is $92,000-$100,000. The budgeted amount range for this position in Toronto is $92,000-$100,000 CAD. Salary is based on several factors including education, work experience, and certifications, and may differ in other locations.