Lead customer onboarding and integrations for a syndicated-loan fintech product. Define project scope, manage plans, risks, timelines and multiple clients. Conduct discovery, provide training, support QA/testing, and work cross-functionally to ensure delivery and customer satisfaction in a fast-paced startup environment.
About Us:
Versana is an industry-backed data and technology company on a mission to make the syndicated loan market better. By digitally capturing agent banks’ data on a real-time basis and centralizing it onto a single platform, Versana provides unprecedented transparency into loan level details and portfolio positions, bringing efficiency and velocity to the entire market. Through our platform, participants can rest assured they are accessing the loan market’s most credible source of deal information.
About You:
Versana, an exciting, high growth fintech company built on cutting edge technology and focused on the syndicated loan market, is currently searching for an experienced and versatile Senior Implementation Analyst to join its world-class team of financial technology professionals.
We are looking for a well-rounded, fast learner with deep syndicated loan expertise who will be very hands-on in a dynamic startup environment. The Senior Implementation Analyst will play an essential role in ensuring a smooth onboarding process for our customers as we launch our new product. This individual will work directly with customers to lead implementation and integration projects as well as work closely with Versana’s product team to continuously improve our platform.
Key Responsibilities
- Define project requirements by conducting discovery, scope reviews, workshops and data/process analysis. Identify project milestones, phases, and elements to ensure satisfactory project delivery.
- Develop, coordinate and execute project plans, task schedules and resource activities to ensure on-time and effective delivery of complex implementation and integration projects.
- Establish an in-depth understanding of the Versana product, integration capabilities and implementation process.
- Work closely and directly with customers. Effectively manage customer expectations with respect to product capabilities and project delivery milestones. Develop and nurture relationships with key customer stakeholders.
- Manage project risks, issues/problems and activity progress to ensure project goals (deadline, scope, quality) are achieved. Assist with problem resolution, risk mitigation, and escalation as needed.
- Regularly monitor project progress and report on status for both internal and customer audiences.
- Potentially manage multiple projects and clients simultaneously and adhere to project deliverables and timelines.
- Provide formal and informal user training.
- Be comfortable wearing multiple hats and being hands-on in a dynamic startup environment.
- Help prepare test plans and work closely with QA team to test application and ensure quality product is delivered to end customers.
- Work closely with customer support team to provide assistance as needed by answering questions, troubleshooting issues, and escalating as necessary.
Must have:
- 7+ years of hands-on software project implementation experience with a track record of execution and customer delivery.
- Knowledge of financial products and in-depth experience with syndicated lending a must.
- Extensive experience with the LoanIQ product. Experience with ACBS and Wall Street Office a plus.
- Experience with process and project management.
- Willingness, flexibility, and commitment required to thrive in a dynamic startup or early-stage environment.
- Extreme customer focus and empathy.
- Excellent communication and presentation skills. Ability to communicate with customers in a clear, concise fashion both verbal and written.
- Independent self-starter requiring little supervision to complete tasks and projects.
- Ability to make decisions in face of ambiguity and adapt approaches as needed.
- Ability to work effectively in a team setting. Excellent interpersonal skills and effectiveness working cross functionally.
- Strong analytical and critical thinking skills.
Equal Opportunity Employer
We are committed to providing equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training
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