Customer Engineer

Job Posted 2 Days Ago Posted 2 Days Ago
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Wakefield, MA
Hybrid
Mid level
Fintech • Software
Personalized Investing at Scale®
The Role
The Technical Customer Engineer will manage client implementations on the Managed Accounts platform, handling configuration, integrations, data conversions, testing, and client communication, while collaborating with internal teams to ensure successful project delivery.
Summary Generated by Built In

As a Technical Customer Engineer on our Professional Services team, you will be a member of one of our implementation practices, and be responsible for focused functional areas of execution and delivery for new client implementations onto our Managed Accounts solutions platform. This hands-on position requires significant client contact and coordination with internal operations and technology teams to implement and service new clients. The Technical Customer Engineer will work with clients to develop and manage an implementation plan, including platform configuration, custom integrations, data conversions, and testing.

 Responsibilities:

  • Technical and functional analysis of customer implementation and integration requirements.
  • Documentation of configuration requirements and expected effort.
  • Configuration and setup of the managed accounts platform.
  • Configuration of data loaders and development and configuration of workflow processes and customizations to the platform.
  • Proactive identification of internal and external dependencies, highlighting issues, scope changes, and progress against project plan.
  • Contributions to the management of client expectations – excellent communication skills are essential.
  • Communication of project status/issues to internal account management team.
  • Partner with various internal departments to deliver superior customer service.
  • Provide technical support to assist clients during and post implementation.
  • Development and deployment of custom reports. 

Required Experience and Skills:

  • Experience in professional services or technical consulting with enterprise software solutions, specifically enterprise software installation, configuration, customization, and testing.
  • Solid knowledge of enterprise software implementation lifecycle and aptitude for comprehending enterprise software architecture.
  • Desired technical skills - MS Windows, SQL, ETL Tools, XML, IIS, JBOSS, and Tomcat.
  • Proven ability to balance and manage multiple, competing priorities.
  • Collaborative interpersonal skills and ability to work within cross-functional practices.
  • Self-starter who relies on experience and judgment to plan and accomplish goals in complex fast-paced environment to ensure quality of all data integration points.
  • Excellent customer service skills.
  • Creative problem-solving and analysis skills.
  • Ability to handle problem situations quickly, inventively, and resourcefully.
  • Project management skills including:
    • Ability to prioritize and manage tasks
    • Ability to plan, commit, and deliver to schedules
    • Ability to identify, escalate, and manage project issues
  • Willingness to work extended hours on an as-needed basis.
  • Domain knowledge on investment systems (e.g. Portfolio Management, Trading, Middle/Back Office Operations, Proposal Generation) is preferred.
  • Some of the adjectives we value for this position: intelligent, proactive, engaging, dynamic, resourceful, personable, technical, flexible, independent.

Education:

  • BS degree in Computer Science or equivalent, MSCS is a plus.

Vestmark is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Vestmark prohibits employment discrimination on the basis of race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information.  #LI-TG1 #LI-Hybrid


Top Skills

Etl Tools
Iis
Jboss
Ms Windows
SQL
Tomcat
XML

What the Team is Saying

Person1
Tyler
Associate General Counsel
“The people really make a genuine effort to get to know each other. And I think that it helps establish an environment of trust and respect. And, you know, we all spend so much time working that it's really nice to do it with people you like. “
Tyler
Lauren
Joan
Bobby
Jenny
Thomas
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The Company
HQ: Wakefield, MA
400 Employees
Hybrid Workplace
Year Founded: 2001

What We Do

Headquartered outside of Boston, Mass. and founded in 2001, Vestmark is a leading provider of portfolio management/trading solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage and trade customized client portfolios through an innovative SaaS platform. Supporting over $1.5 trillion in assets and more than 5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms.

Why Work With Us

Our employees are the reason we've been named Best Places to Work by Boston Business Journal FIVE years in a row! Our thriving hybrid work culture promotes individual growth, team collaboration, and employee wellness. This environment keeps client satisfaction high and employee turn-over low.

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Vestmark, Inc. Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We have a mix of fully remote, hybrid, and in-office employees. We established Tuesdays & Thursdays as collaboration days for hybrid employees.

Typical time on-site: 3 days a week
HQWakefield, MA
Our company is conveniently located in Wakefield just north of Boston. We also offer a hybrid work option for those who are more comfortable at home.

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