BlueMatrix Benefits Overview

Serve as technical owner for post-sales client implementations: configure integrations, manage scope/timeline, troubleshoot CRM/SSO/email issues, advise on APIs and platform setup, create documentation and playbooks, and deliver custom reports to ensure successful onboarding.

Client-facing Implementation Engineer responsible for configuring, integrating, and onboarding enterprise solutions. Owns technical implementation across multiple clients, including API usage, authentication, data feeds, webhooks, SSO, and email infrastructure. Troubleshoots CRM sync and delivery issues, writes scripts/SQL for testing, maintains documentation and playbooks, and delivers custom reports and best-practice recommendations to ensure timely technical go-lives.

Drive business development within sell-side research, investment banking, and sales & trading by managing enterprise sales cycles, closing high-value deals, and fostering client relationships.