Success Factors

Responsibilities

• Understands client's needs to design, develop and deploy appropriate and reliable solutions
• Perform business process reviews to identify and advise on best practices to use, implement or enhance a solution.
• Work closely with the Practice Director to ensure projects have a successful kickoff and ongoing project management including determining and monitoring client vs RKL tasks; documenting requirements; managing budgets and project scope; creating and maintaining detailed project plans, deliverables lists, and test logs; and project status meetings and reporting.
• Lead client delivery activities with assigned accounts, including discovery session and requirements gathering to fully understand business needs.

• Act as subject matter expert providing best-practice guidance on financial business processes and implementation approaches for client and their team.
• Assist Director with performance management – establishing goals, coaching and development, conducting performance evaluation, addressing disciplinary action etc.
• Develop short and long-term goals with the ability to execute effectively
• Actively participate in preparing, modifying and reviewing statements of work
• Manage schedule by demonstrating effective time management skills
• Actively listen to team members to understand their needs; respond to requests in a timely- manner; provide appropriate resolution of conflicts.
• Support eSolutions leadership and Human Resources with staffing; participating in interviews; giving feedback as needed.
• Maintain confidentiality with external client information as well as internal employee and firm information.
• Manage and assist clients through proactive contact with prompt resolutions.
• Check deliverables of vendor partners to make sure they are fit-for-purpose and guide and coach teams as necessary.
• Build and maintain client relationships with business and technology stakeholders.
• Follow and lead others to follow set company processes, guidelines and framework
• Participate in sales and marketing activities as needed
• Maintain confidentiality with external client information as well as internal employee and firm information
• Other duties as assigned

People Management/Relationships

• Provide project and performance feedback to Practice Director
• Ensure visibility and transparency to team members and leadership
• Take initiative to be a team player (seeks out opportunities to help others)
• Treat everyone with respect and develop loyalty and trust with team
• Successfully adapt to different personalities and working styles
• Proactively and effectively communicate information regarding status issues to team members
• Hold self accountable for assigned work; seek continuous feedback to learn and develop in role; is open to new ideas and suggestions

Business Growth (if applicable)

Qualification

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Required Skills

• Strong communication skills, written and verbal, to effectively interface with all levels of firm management and staff; ability to communicate issues and conclusions
• Ability to work independently and under pressure, meet deadlines and work on multiple projects simultaneously
• Collaboration with geographically disbursed teams
• Ability to multitask and manage multiple projects at once in a fast-paced environment
• Ability to shift focus and adapt to change, works well independently and in a team environment
• Strong problem-solving skills and situational understanding on when to escalate to management
• Excellent customer service and communication skills with the ability to articulate and present complex information concisely to both technical and non-technical audiences
• Excellent time management and organizational skills
• Team player with commercial awareness and cognizance of changing internal and external IT landscapes
• Analytical and critical thinking skills, prepared to challenge conventional thinking
• Reliable individual who takes accountability and has solid decision-making abilities

Education, Experience and Certifications

• Bachelor’s degree or equivalent work experience in Management Information Systems, Computer Science, Accounting, Finance or related field
• 7+ years’ experience as a Solution Architect within enterprise resource planning and/or professional services firm
• Strong knowledge of Microsoft Office Suite, with advanced Excel skills
• Certification based on product requirement
• Strong project management background including experience in working in a Project Management tool (e.g. Smartsheet)