Senior Implementation Specialist
About the role
The Senior Implementation Specialist at FactSet is a subject matter expert in FactSet’s products, tasked with deploying FactSet’s products by delivering on high-value projects and engagements. Their 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.
Responsibilities
- Produce client-facing communication in coordination with the implementation project manager
- Build and manage implementation scope and effort estimates
- Provide 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
- 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 4 years of experience working with FactSet’s Analytics tools
- Strong technical background
- Prominent 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
Qualifications
- Legal authorization to work in the United States without the need for employer sponsorship, now or at any time in the future
Skills
- Technical proficiency in FactSet’s Analytics tools
- Ability to understand and apply investment principles
- Strong communication skills
- Detail-oriented and able to see the big picture
- Initiative and willingness to take ownership
- Travelability
Benefits
- Health, life, and disability insurance
- Retail and 401(k) retirement savings plans
- Discounted employee stock purchase program
- Paid time off for holidays, family leave, and company-wide wellness days
- Flexible work accommodations
- Global community dedicated to volunteerism and sustainability
- Business Resource Groups open to all employees
- Dedicated time each month for learning and development
Pay
The budgeted range for this position in New York City, Connecticut, and California is $104,000-$130,000. The budgeted range for this position in Toronto is $104,000- $130,000 CAD
Schedule
Hybrid
Location
Boston, Chicago, Los Angeles, New York, Norwalk, San Francisco, Toronto, CAD