Company Description
ABOUT IQ-EQ
We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide.
We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top 15 private equity firms.
Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.
Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.
We’re driven by our Group purpose, to power people and possibilities.
Job Description
You’ll act as a trusted advisor to both prospects and clients, guiding them through discovery, solution design, and successful deployment. You’ll collaborate with sales during early-stage conversations and then transition into ownership of implementation and onboarding once deals are closed. This is a high-impact role at the intersection of technology, sales, operations and customer experience.
This is a key role in terms of client relationships and, as such, is expected to include significant client interaction at a senior level (C-suite, and client project managers), acting as the main contact/ escalation point for several high-profile engagements.
What You Will Do
- You'll collaborate with Sales to understand client needs, present product capabilities, and design tailored onboarding solutions, including leading discovery sessions and delivering customized demos and proof-of-concepts.
- You'll act as a subject matter expert during the sales process, supporting technical RFP/RFI responses with insights on architecture, APIs, compliance, and platform features, while contributing to sales enablement and feedback loops.
- You'll manage end-to-end client onboarding, serving as the primary contact, translating business requirements into technical configurations, and coordinating with both client stakeholders and internal teams to ensure smooth rollouts.
- You'll lead onboarding activities such as workshops, configuration sessions, and UAT support, while defining project scope, timelines, and success criteria to ensure successful implementation and transition to Customer Success.
- You'll leverage your strong technical and interpersonal skills, including expertise in software systems, APIs, data integration, and SQL, to manage multiple implementations, communicate client needs, and build strong stakeholder relationships.
What We Offer
- Comprehensive remuneration: Competitive financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
- Pension Scheme: Generous employer contribution with the ability to allow and increase employee contributions
- Wellbeing: Additional social benefits such as medical insurance & life assurance, access to onsite gym as well as engaging with our local community via sports activities, charity programmes & environmental initiatives.
- Flexible working: We recognise the value of working flexibly and is keen to ensure all employees enjoy an excellent work-life blend.
- Support and development: We will ensure you have the right training, tools and development plan to grow and improve your skills every day
Qualifications
ABOUT YOU
- You have 3+ years of experience in a pre-sales, implementation, solution consulting, or delivery role for a SaaS product, specifically within the FinTech or RegTech industry.
- You are proficient in Microsoft Office, with strong Excel skills, and have experience working with relational databases.
- You understand workflow and compliance requirements in the financial services sector and have hands-on experience navigating these frameworks.
- You are fluent in business English, with additional language skills considered a plus.
- You bring a consultative approach, combining technical expertise with industry knowledge to deliver tailored solutions to clients
Additional Information
OUR COMMITMENT TO YOU AND THE ENVIRONMENT
As a forward-looking business, sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining meaningful, long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.
There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.
Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,500+ employees - from 94 nationalities, speaking 41 languages across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support female managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.
We’re committed to growing long-term relationships with our clients and supporting them in achieving their objectives. We understand that our clients' sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.
