Responsibilities
- Identify client-defined configuration requirements
- Produce Functional/Target Configuration Specifications and secure formal sign-off from client sponsors.
- Configure the application to agreed specifications
- Assist client firms with the initial roll-out of the application firm-wide
- Deliver initial client training and implementation support
- Facilitate structured user feedback sessions to identify problem areas and clarify feature requests
- Identify and escalate delivery risks and drive resolution with Professional Services management and Relationship Management for resolution.
- Partner with Product/QA to validate features and fixes; manage defect triage and prioritization through to resolution.
- Transition clients to Customer Support for ongoing support and on-demand assistance
- Provide input to internal processes for managing the development priorities and product roadmap
- Manage client and stakeholder expectations throughout the product lifecycle
- Share and adopt Professional Services best practices; contribute to templates, playbooks, and lessons learned.
- As needed, assist Customer Support during escalations to restore service and protect client trust.
Skills and Experience
- 5+ years in a client-facing Business Analyst / Implementation Consultant role within software or information services.
- Exceptional stakeholder management and interpersonal skills, spanning client business users, technical teams, and executives.
- Strong analytical, requirements gathering and problem-solving skills
- Excellent written and verbal skills to document project requirements and track milestones
- Excellent attention to detail with a disciplined, process-driven delivery approach
- Proactive approach to leading a team, managing a project, and problem resolution
- Strong SQL and HTML skills where the role includes work on Star’s Individual Accountability products
- Hands-on experience migrating clients from legacy or third-party solution
- Financial compliance experience preferred
Transferable Skills, Knowledge or Experience
- Proven ability to collaborate across time zones preferred
- Previous experience of Agile delivery practices Scrum/Kanban ceremonies (backlog refinement, sprint planning, reviews, retros), writing user stories/acceptance criteria, and using tools such as Jira/Confluence preferred
- Previous project management experience is advantageous
- Experience defining, implementing or supporting software in financial services industry preferred
- Working knowledge of codes of ethics and related risk areas (e.g., outside activities, conflicts of interest, personal account dealing, MNPI handling); familiarity with regulatory regimes (SEC/FINRA/FCA/SMCR) is beneficial but not required
Top Skills
What We Do
StarCompliance is the world's leading provider of compliance software to the global financial industry. Our clients include asset managers, broker-dealers, private equity firms, insurance providers, investment banks, and diversified financial institutions. Our scalable, easy-to-use solutions provide a 360-degree view of employee and business activity to help firms monitor and reduce risk, meet regulatory obligations, gain efficiencies, and drive employee adoption.
Our Employee Conflicts of Interest suite provides clients a single place for monitoring and mitigating potential employee conflicts, covering: personal trading activity; insider trading; private investments, gifts and entertainment spending; outside business activities; and political donations. The STAR Mobile app supports personal trading pre-clearance requests and gifts and entertainment spending submissions, and allows compliance officers and employee supervisors to review and approve those requests and submissions on-the-go. Compliance Control Room centralizes all firm deal-related activity—automatically surfacing critical data that might otherwise be missed—and allowing for easier conflict searches, so deals can be cleared faster and with greater confidence.
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