Client Technical Specialist Job Description

Client Technical Specialist Job Description

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Client technical specialist provides technical & architectural leadership for next generation of product development and integration of security products and pre-built patterns for secure offerings built on Cloud native container architecture implemented as Kubernetes-based micro-services.

Client Technical Specialist Duties & Responsibilities

To write an effective client technical specialist job description, begin by listing detailed duties, responsibilities and expectations. We have included client technical specialist job description templates that you can modify and use.

Sample responsibilities for this position include:

Interface with multiple groups (e.g., Sales, Resolution Managers, Customer Care, , Engineering) to provide necessary information to provide the best support experience for the customer
Interface with external clients (newly on-boarded, existing, existing/new users, existing/new product, sensitive, ) internal clients utilizing CA products and services
Support the product, functional and implementation specific aspects of the bid strategy assisting with responses to Request For Information (RFIs)
Working with the Market and Credit Risk Analytic Business Lines, Credit Risk, and Balance Sheet Risk Management teams to help identify market new tendency and functional requirements
Act as a primary Velocity Technical Contact for internal communications
Attend all department (including product specific case reviews), division, and company meetings to stay current on all business objectives, participate in relevant available training opportunities
Maintain minimum Facets Technical case closed survey return rate of 7% and minimum average score of 8.0 for all assigned cases Attend all department (including product specific case reviews), division, and company meetings to stay current on all business objectives, participate in relevant available training opportunities
Lead a technical team within the GTB Client Implementation System
Member of technical team within the GTB Client Implementation System
Prepares detailed software design for delivering business requirements

Client Technical Specialist Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Client Technical Specialist

List any licenses or certifications required by the position: IBM, ITIL, CE, OEM, VTSP, CCNA, MCSE, OS, VCP, ARM

Education for Client Technical Specialist

Typically a job would require a certain level of education.

Employers hiring for the client technical specialist job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Computer Science, Business, Engineering, Information Technology, Finance, Education, Technical, Mathematics, Accounting, Associates

Skills for Client Technical Specialist

Desired skills for client technical specialist include:

Data management and advanced analytics
Kubernetes
Application programming and systems performance
Tools
Linux
Micro-services architecture benefits and open source technologies will be strong asset
AWS
Azure
Container offerings: IBM Kubernetes Service
Containers

Desired experience for client technical specialist includes:

Effective professional level of verbal and written communication skills required
3-5 years of experience working as a project manager or on client related projects
1-2 years of experience working in a financial institution or within the financial software industry
Bachelor’s Degree in Business Management or similar field required
Project coordination and or management - PMI certification not required
Provide a holistic view of a client’s overall program/project portfolio to the client organization and all stakeholders

Client Technical Specialist Examples

1

Client Technical Specialist Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of client technical specialist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client technical specialist
  • Ensures the full software development lifecycle is followed
  • Engage with the business to understand implicit business requirements and future direction of the requirements to come up with long-term viable solution
  • Be an expert in the technologies used in the application – AJAX, HTML5, AngularJS, J2EE with Spring Beans, High Performance SQL
  • Lead a technical team of around 40 developers and technical leads
  • Mentors and motivates a large team of software developers to learn and achieve their full potential
  • Manage various channels in order to identify Integrated Property Managers (IPMs) that need consultation, based on performance across various metrics
  • Research drivers of performance and identify root causes behind concerns noted by a PM customer, Sales, and/or reporting
  • Act as the liaison between the IPM and internal teams
  • Track and provide data on KPIs for IPM performance improvement across multiple checkpoints, customer satisfaction
  • Keep a pulse on new product and service launches, industry solutions, which help increase customer performance
Qualifications for client technical specialist
  • Thorough knowledge of the bankcard industry required
  • Has depth of knowledge and technical aptitude to understand and discuss complex setup configurations
  • Knowledge of and demonstrated experience in project or program management processes and methodologies, , project lifecycle
  • Proficient at creating spreadsheets and creating and analyzing report
  • Engage and deliver Proof-of-Concepts (PoCs), trainings & product demos
  • Minimum 2 years of experience in the financial services/banking field interacting with clients
2

Client Technical Specialist Job Description

Job Description Example
Our innovative and growing company is looking for a client technical specialist. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client technical specialist
  • QA testing of all web application processes (ACH ,WIRE, Information Reporting, Stop Payments, Check Inquiries)
  • Use technical and business acumen to understand the client's business requirements, technical requirements and/or competitive landscape
  • Deliver effective Proof of Concept (POC), Proof of Technology (POT), support critical situations
  • This role requires a deep understanding of the product functionality, technical capability and placement within the client’s business
  • Interface with clients to define technical requirements for client implementations and provide overall support for all client technical requirements
  • Onboard clients’ transactional data files to facilitate on-going claims adjudication
  • Manage new clients’ file and disruption analyses and reporting to facilitate clients’ decisions around member communications and plan/clinical edit overrides
  • Support reporting needs for Pharmacy Implementation Managers
  • Provide leadership using in-depth knowledge of platforms and experience in health care to translate custom business needs into project/systems specifications
  • Fully support all aspects of new client system implementations from initial analysis, requirements definition and design through data transfers and file loads to certification, testing, and post-implementation support
Qualifications for client technical specialist
  • 12 years industry experience is preferred
  • Expertise in the latest responsive UI technologies – AJAX
  • Experience in agile, waterfall and hybrid delivery models
  • Minimum experience of 3 years in software development
  • Experience in developing high performance batch oriented and file processing systems is a plus
  • Experience in integrating multiple technology stacks into a single cohesive functional platform– across J2EE / Database / Enterprise Message Bus – is a plus
3

Client Technical Specialist Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of client technical specialist. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client technical specialist
  • Ensure client retention through supporting the client relationships and effectively managing customer issues
  • Support the Sales Strategy by developing Client Implementation Technical SOPs, becoming a trusted advisor, and providing consultative services regarding operations
  • Create technical solutions that support the Client Implementation team as they address client issues, risk points and customer requirements
  • Responsible to work in collaboration with the Client Computing (CC) teams to document requirements, specifications, and testing the IT solutions delivered by CC
  • Cooperate closely with IT Risk Management & Security department to support all CC teams and provide them with guidance to comply with all policies, standards and regulations
  • Maintain Good Documentation Practices (GDP) for the CC team and define the Standard Operational Procedures related to this area
  • Revise and provide guidance while preparing CC documentation to comply with SDLC requirements
  • Business proficiency of English language
  • Conduct analysis of conflicts in existing policies as a result of a change in regulatory expectations, corporate policies or adoption of new quality policies within the regulated businesses supported by the Global Innovation Center
  • Analyze, research, and reconcile complex out-of-balance client account activity between CPR system and books and records for both the US and Canada
Qualifications for client technical specialist
  • Prior experience in leading a team of at least 40 staff is a must
  • With knowledge including hands-on skills about AIX, PowerHA, PowerVM and capability to sell and/or describe Hybrid Cloud technology and HANA on POWER
  • Experience and ability to execute IT simplification workshop or Power eXchange workshop based on TCO/energy saving and virtualized server consolidation
  • English skills enough for written communication with AP / Global Technical leadership team spoken proficiency to explain the detailed technical background including Power architecture, problem determination, performance related issues or even business cases of his/her proposal or installed base
  • Ability to apply industry, functional knowledge for the development and implementation of process improvements
  • Attention to detail is important for success in this role
4

Client Technical Specialist Job Description

Job Description Example
Our company is looking to fill the role of client technical specialist. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client technical specialist
  • Process US and Canadian Corporate Actions in CPR system
  • Ensure pricing (and price factors) for all securities is accurate in CPR system
  • Understand the impact decisions can have on providing accurate performance and rate of return information to the client
  • Analyze, research, and interpret information in order to make routine and non-routine decisions independently with little or no guidance
  • Serve as business area floater as needed
  • Ability to provide knowledge of products and supporting applications including but not limited to
  • Follow department policy and procedures to meet established team's KPIs, metrics
  • Ensure risk/compliance guidelines are followed at all times to ensure the security and protection of customers and the bank maintaining appropriate data integrity and confidentiality with regard to all customer files, customer information and business transactions
  • Deliver Proof of Concept
  • Develop and deliver technical education
Qualifications for client technical specialist
  • At least 7 years’ experience in IT Sales or Technical Sales
  • At least 5 years’ experience in IT Storage Solutions Sale
  • At least7 years’ experience in Storage Hardware or Software Technical Sales
  • At least 5 years’ experience in IT Sales, IT Technical Sales, Storage Administration, or Storage Product Evaluation
  • At least 5 years experience in Power brand Technical Hardware Sales
  • Technical Project Manager for Enterprise Infrastructure Engagements
5

Client Technical Specialist Job Description

Job Description Example
Our company is looking to fill the role of client technical specialist. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client technical specialist
  • A client facing role defining solutions and be a trusted advisor for our Life Sciences, Genomic, or Government clients
  • Provide on-going business development to achieve targets and goals to grow and expand our offerings within the Life Sciences, Genomics, or Government industries
  • Provide industry expertise for key customer engagements during sales cycle
  • Participate in Account planning and support qualified lead generation from sales team
  • Serves as a point of contact for multiple client projects
  • Consults with clients and advises them on workflow and project processes by phone, email, or in person
  • Responsible for nurturing and developing effective and positive relationships with clients, including effectively identifying and anticipating client needs
  • Effectively diffuses complex client situations and promotes Merrill as a whole while in the execution of the project
  • Ensures proper documentation for job tracking, work orders, project notes and billing information is accurate and timely
  • Ensures project deliverables for client are accurate, timely, and monitors progress on project deliverables
Qualifications for client technical specialist
  • Design and implementation experience using Document Capture software
  • A confirmed and proven of experience in client services, implementation management, or similar field
  • Fluency in both Italian and Spanish essential
  • Experience with Excel necessary
  • Familiar with or able/willing to quickly learn multiple internal systems
  • A bachelor's degree with concentration in business, finance or accounting, or equivalent work experience, is preferred

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