We are seeking a technically skilled, client-facing Implementation Engineer to join our post-sales delivery team. This role serves as the technical owner of implementation across a portfolio of clients, ensuring seamless configuration, integration, and onboarding of our enterprise solutions.
The Implementation Engineer will help manage the day-to-day of all client implementations. They will manage the scope, deliverables, and timeline for client implementations, and will be responsible for installing, configuring, and troubleshooting. They will also act as a trusted technical advisor during the implementation phase, providing expert guidance on API usage, platform configuration, and integration best practices. They must think tactically from client to client. During implementation and long thereafter, they will be expected to document, communicate, and be the expert on client setups, and details of the implementation.
This is a consultative and collaborative role requiring strong communication, technical fluency, and a solutions-driven mindset. While not embedded full-time with any single account, the Implementation Engineer will engage in projects as needed to scope, support, and guide technical implementation efforts.
Key Responsibilities:
- Setting up a new client on email infrastructure, including collaborating with various client teams (Security, Support, Engineering) and third parties.
- Serve as the technical point of contact during client implementations, providing expertise on API usage, system configuration, and data integration.
- Own the configuration and deployment of technical touchpoints between the client and our platform (e.g., authentication, data feeds, webhooks, entitlements, etc.).
- Troubleshooting issues as needed related to CRM Sync, SSO, Network / Connectivity or email delivery.
- Deliver best-practice recommendations and design scalable technical solutions aligned with client use cases.
- Perform professional services (custom data reports) as needed.
- Maintain and evolve API documentation, implementation guides, and technical onboarding materials.
- Create client-facing playbooks and checklists to support technical self-service and consistency across implementations.
- Identify gaps in documentation based on client feedback and continuously improve clarity and usability.
- Participate in post-sales handoff to assess technical complexity and advise on resource needs or configuration strategy.
- Troubleshoot technical challenges during onboarding and provide timely, client-friendly resolutions.
- Act as the voice of the client to internal teams by capturing recurring feedback and areas for improvement.
- Contribute to internal tools and processes that improve implementation velocity and repeatability.
- Track implementation milestones and help ensure technical go-lives are achieved on time and with high client satisfaction.
Technical Implementation & Integration
Documentation & Enablement
Client Engagement & Support
Feedback & Continuous Improvement
Skills & Qualifications:
- 3+ years in technical implementation, solutions engineering, or client-facing software delivery
- Strong proficiency with REST APIs, web technologies, and integration patterns
- Working knowledge of email concepts – SMTP, SPF, DNS, DKIM and DMARC
- Ability to write scripts (e.g., Python, Bash) or SQL queries for configuration and testing
- Excellent verbal and written communication skills, especially in technical documentation
- Proven ability to manage multiple concurrent projects and deadlines
- Familiarity with enterprise software, SaaS platforms, and client onboarding processes
- Experience working in capital markets or an adjacent industry (nice to have)
Skills Required
- 3+ years in technical implementation, solutions engineering, or client-facing software delivery
- Strong proficiency with REST APIs and integration patterns
- Working knowledge of SMTP, SPF, DNS, DKIM and DMARC
- Ability to write scripts (Python, Bash) or SQL queries for configuration and testing
- Excellent verbal and written communication skills, especially in technical documentation
- Proven ability to manage multiple concurrent projects and deadlines
- Familiarity with enterprise software, SaaS platforms, and client onboarding processes
- Experience working in capital markets or an adjacent industry
What We Do
At BlueMatrix, we empower investment professionals with unique technology solutions to seamlessly author, distribute, consume, and evaluate investment research. Our clients range from leading international investment banks and wealth-management firms to independent research boutiques. BlueMatrix applications offer research productivity and compliance solutions for both sell-side and buy-side companies. The benefits of our systems include compliance oversight, company profiles, entitlements and internal readership statistics. At the company, we believe our success is contingent on maintaining close relationships with clients, allowing us to provide individually tailored solutions, and we place a premium on accountability, neutrality, and transparency. BlueMatrix is headquartered in New York City with offices located in Durham, NC; London; Edinburgh; and Timișoara, Romania. Follow BlueMatrix on Linkedin for an inside look at the company and what its like to work here.
