Teams at InvestCloud, Inc.

Leads complex, multi-year enterprise software implementation programs from discovery through stabilization and steady-state operations. Establishes executive governance, manages scope, budgets, schedules, resources, risks, dependencies, and portfolio performance. Serves as senior executive relationship owner for strategic clients, overseeing account health, renewals, commercial negotiations, escalations, and growth opportunities. Leads implementation teams, drives cross-functional delivery, improves professional services methodologies, and aligns platform outcomes with client objectives.

Leads client-facing financial services software implementations and portfolio projects from requirements gathering through delivery. Develops product roadmaps, manages budgets and teams, coordinates technical configuration and installations, creates SQL scripts, supports QA testing, and resolves implementation issues. Facilitates Agile ceremonies, collaborates with engineering and client technical teams, presents solutions, and ensures adherence to SDLC procedures, service-level agreements, and regulatory requirements.

Senior Business Analyst responsible for analyzing client objectives, documenting requirements, designing technology and process solutions, and supporting Agile/Scrum product delivery. Duties include data analysis, integration mapping, scope and change control, testing, documentation, user training, roadmap execution, stakeholder communication, and light platform configuration. The role serves as a subject matter expert for fintech products supporting private banking and wealth management clients.