Customer Engineer - Technology Specialist

As a Technical Customer Engineer on our Professional Services team, I will be part of an implementation practice, focusing on functional aspects of delivery and execution for new client implementations on our Managed Accounts solutions platform. This hands-on role involves significant client interaction and coordination with internal operations and technology teams to facilitate the implementation and ongoing support of new clients. My responsibilities will include conducting technical and functional analysis of client implementation and integration requirements, documenting configuration needs and estimated efforts, and configuring and setting up the managed accounts platform. I will also be tasked with configuring data loaders, developing workflow processes, and customizing the platform. My proactive approach will involve identifying internal and external dependencies, flagging issues, and ensuring alignment with the project plan. I will play a key role in managing client expectations through excellent communication, providing project status updates to the internal account management team, and collaborating with various departments to deliver exceptional customer service. Additionally, I will offer technical support during and after implementation, develop and deploy custom reports, and contribute to the growth of our core values: We Before Me, Positive Energy, Knowledge Explorer, and Own It.