Implementation Associate Resume Samples

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M Keebler

Marjory

Keebler

4994 Blanda Inlet

Boston

+1 (555) 953 1814

4994 Blanda Inlet

Boston

Phone

p +1 (555) 953 1814

Experience Experience

Chicago, IL

Implementation Associate

Chicago, IL

Monahan, Lowe and Dach

Chicago, IL

Implementation Associate

If you are seeking a challenging implementation manager position with the opportunity to define the digital financial advice industry in a fast-paced environment, please apply
Proactively manage a portfolio of open implementation requests to ensure high quality and timely delivery of requested products and services
Manage ongoing client and internal partner communication to ensure client expectations are met or exceeded
Travel to and work on-site in various client locations during ramp up of Enterprise clients
Provide consultative support to the client to ensure effective delivery of products and services
Partner with Business Development, Operations, and Human Resources to ensure a smooth transition and rebadging process for current Enterprise Client employees
Communication point person: Own and manage communications of implementation status across partner and FutureAdvisor teams

Dallas, TX

Operations Asset Management Client Implementation Associate

Dallas, TX

Ratke-Ratke

Dallas, TX

Operations Asset Management Client Implementation Associate

Relationship management of third parties including performance metrics and issue tracking
Knowledge of the asset management business and investment products across major asset classes (fixed income, alternatives, equities, money markets)
Process and control analysis to ensure effective oversight and risk management
Facilitate the communication within Operations and assist in the approval of new clients and counterparties prior to trading activity
Assist in the launch of new products and instruments
Highly motivated with enthusiasm to learn the business and the clients we support
Proactive, self-starting individual with high levels of ownership

present

Philadelphia, PA

Enablement & Implementation Associate Director

Philadelphia, PA

Reichel, Rippin and Langworth

present

Philadelphia, PA

Enablement & Implementation Associate Director

present

Coordinate planning for inpection cycles
Create implementation plans and manage execution on various practice programs or deployments
Lead a project/program team, including setting priorities, monitoring performance, and developing staff members
Develop short and long range plans that are aligned with organizational strategy. Implement these plans to meet goals within established budgets and timelines
Manage a portfolio of complex to highly complex projects. Manage deadlines, assign tasks, monitor progress and manage sponsor/customer expectations. Deploy new technology and processes, and strive for continuous improvement
Develop relationships with key stakeholders (e.g., in technology, finance), to work more closely together, and share knowledge, technology, and resources
Lead project/program measurements. This includes analyzing processes, reporting results, and recommending improvements

Education Education

Bachelor’s Degree in Accounting

California State University, Northridge

Bachelor’s Degree in Accounting

Skills Skills

Excellent analytical skills and attention to detail
Excellent knowledge of MS Word, PowerPoint, Excel, MS Project
Highly proficient in various desktop and internet-based applications
Professional attitude
Excellent verbal and written communications skills
Strong presentation and negotiating skills
Excellent organization and prioritization skills in a high pressure, competing priority work environment
Ability to independently manage conflict and mobilize internal resources to resolve issues
Demonstrated problem solving ability in a high client impact environment
Professional interaction skills with all levels of Management

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15 Implementation Associate resume templates

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Onboarding Implementation Associate Resume Examples & Samples

Assume ownership for implementing specified allocated events, coordinating across a wide group of internal and external parties to perform tasks necessary to hit the prescribed implementation date
Demonstrable experience within the Financial sector, ideally with an Asset Management Firm, Custodian or Fund Administrator
Fluency in a European language seen as an advantage
Relevant degree preferred
Very strong task/ time management acumen. Able to prioritize work independently
Highly organized with excellent administrative skills
Able to grasp concepts quickly, and problem solve through an analytical mindset
Maintain a positive ‘can do’ attitude, displaying a flexible approach

Implementation Associate Resume Examples & Samples

Responsible for and provide oversight of the end to end implementation process for cash management products and solutions
Conduct in-depth client interviews to validate systems and products requirements are clearly defined
Central point of contact and primary escalation point for the client and internal partners (e.g. legal, product, ops, technology, risk, sales) during the implementation process. Address any client issues that may arise and determine appropriate resolution based on the situation
Provide consultative support to the client to ensure effective delivery of products and services
Manage ongoing client and internal partner communication to ensure client expectations are met or exceeded
Post-implementation ensure the client's objectives have been satisfied with the products that were implemented
Proactively manage a portfolio of open implementation requests to ensure high quality and timely delivery of requested products and services
Hold operational partners accountable for meeting established Service Level Agreement targets
Provide and review with client product specific documentation required for the implementation
Ensure documentation and risk policies are adhered to for all implementations
Provide product partners with feedback and advice on Treasury Services product modifications that result in process improvements
Background in an environment involving legal documentation and compliance requirements
Demonstrated problem solving ability in a high client impact environment
Ability to independently manage conflict and mobilize internal resources to resolve issues
Highly proficient in various desktop and internet-based applications
Excellent verbal and written communications skills
Strong presentation and negotiating skills
Excellent organization and prioritization skills in a high pressure, competing priority work environment
BA/BS degree preferred or minimum 4 years relevant industry experience
Cash Management product knowledge preferred

Client Implementation Associate Resume Examples & Samples

Member of a global CIT team responsible for the client on-boarding experience
Determine and address connectivity needs for the various desks including Futures, Commodities, Cash Equities, Electronic and Program Trading
Contribute to a multi-product connectivity process that has been implemented globally
Manage client on-boarding projects across the regional functional teams to ensure a smooth and efficient experience for the client
Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions promptly
Bachelors Degree or equivalent
In-depth understanding of Equity Capital Markets
3 - 5 years Capital Markets experience with 1 - 2 years focused on client on-boarding
Experience with running projects
Good understanding of FIX protocol
Ability to effectively manage priorities / problem solve
Prior experience with KYC documentation

Enablement & Implementation Associate Director Resume Examples & Samples

Coordinate planning for inpection cycles
Create implementation plans and manage execution on various practice programs or deployments
Integrate planning efforts across work groups, to gain appropriate sponsorship. Establish responsibilities, and deploy sufficient resources
Lead project/program measurements. This includes analyzing processes, reporting results, and recommending improvements
Allocate resources to meet changing project/program needs
Develop strategies to support key business initiatives
Lead or participate in key global projects
Recommend new approaches to leaders and influence final decisions
Serve as a counselor/manager to the project team, and as a mentor to others
Strong knowledge and experience with change management
Ability to think strategically, and consider a broad range of factors when resolving/prioritizing issues, and making decisions

Operations Asset Management Client Implementation Associate Resume Examples & Samples

Apply process reengineering methodologies in executing strategies and tactical solutions
Develop relationships with client contact (internal & external) and relevant third parties (i.e. external legal counsel, transition manager, accounting agent, consultant, custodian, etc.) to ensure that GSAM Operations is providing the highest quality introductory experience throughout the implementation process
Assist in the launch of new products and instruments
Relationship management of third parties including performance metrics and issue tracking
Participation in projects to enhance processes, automation of manual tasks and implement regulatory environment changes
Participation and analysis of industry events to assess impact for GSAM
Problem solving capability for complex client and/or process issues
Strong communication skills: Presentation skills, written communication and ability to summarize client meetings and/or other client interactions to various levels in the organization
Strong project management skills: Ability to organize and track multiple threads of activity, ability to deliver on tight timelines, hands-on approach to resolving issues and detail orientation
Ability to work independently, to gather information, make decisions and drive results
Proactive, self-starting individual with high levels of ownership
Ability to drive discussions with multiple groups across different business units including traders, operations, controllers and technology to create business requirements specifications

Operations Asset Management Client Implementation Associate Slc Resume Examples & Samples

Develop expertise in the Firm’s Anti Money Laundering/Customer Identification due diligence policies
Work closely with regional teams to ensure CIPRR case review targets are on track and being progressed
Take ownership of an agreed upon workload ensuring it is processed to completion within timelines
Critical thinking, ability to suggest improvements and identify risks
AML knowledge across various entity types and legal structures
Compliance experience/awareness in conjunction with knowledge of international regulatory framework
Accuracy and attention to detail

CIB Ops-implementation Associate Resume Examples & Samples

Primary responsibility for delivery of nonstandard events across the Americas Accounting region
Adhere to deadlines, communicate delays to manager and ensure work is completed as expected
Effective prioritisation, tracking and reporting on all Americas Accounting Implementation projects
Line management, including all areas of staff development, training and talent management
Identify potential tactical and strategic improvements to migration and fund set up processes
Ensuring all controls and procedures are complied with
Minimum 6-10 years of experience in Operations
Team management - proven ability of managing teams both directly and indirectly
Project management - proven background in project delivery and methodology
Knowledge of 40 ACTs Accounting-Fund Accounting, Financial Reporting and Tax Operations
Ability to be effective in a global operating environment and a matrix management organizations
Exceptional leadership and staff development skills with prior team management experience
Excellent communication, influencing and negotiation skills with the ability to develop and maintain collaborative relationships both internally and with external clients
Analytical skills, problem solving, good critical thinking and decision-making skills
Excellent verbal and written communication skills; executive presentation skills
Ability to work independently and multitask in a fast paced environment
Working knowledge of one or more CIB/FSO product, service or operations areas preferred, Knowledge of WINS, Unity, VPR a plus
Relationship building skills - develop internal and external partnerships to drive results
Expert use of Microsoft Project, Word, Excel, PowerPoint, Visio and ability to present to senior management

Portfolio Implementation Associate Resume Examples & Samples

Day to day account level administration – generating equity trades as directed by the Portfolio Manager, and monitoring pre-trade guideline compliance. Monitoring trade allocations and performance to determine consistency among accounts in each mandate
Understanding and utilizing the in-house portfolio management tools (Argos, RKS, and Latent Zero)
Full and open communication with members of the internal operations team, external custodian banks, and various other LAM colleagues globally in order to resolve open issues promptly and accurately
Monitor account activity and cash levels daily. Monitoring cash flows in and out of the portfolios, and working closely with the Portfolio Manager to bring the account in line with its designated model
Monitor adherence to client guidelines on a pre-trade basis. Work closely with the Legal and Compliance Department on client guideline issues
Monitor accounts closely in order to determine uniformity in performance and holdings of accounts within a particular mandate
Prompt and efficient completion of any other account related projects that may arise (ie, special requests from Portfolio Managers)
Working closely within the Portfolio Implementation Team, and with the relevant Portfolio Management Team on rebalancing, and strategy changes in the multi-asset space
Monitor currency exposure in accounts that allow currency hedging
Understanding of performance calculations at the portfolio level

Equities Portfolio Implementation Associate Resume Examples & Samples

Implement the portfolio manager's intentions or model across all accounts within a strategy on time and without error
Act as a conduit between the portfolio manager and the trading desk
Ensure portfolio guidelines and market regulations are strictly adhered to
Accurately manage and forecast cash requirements, ensure proper local currency funding, and manage all client cash flows
Ensure the maintenance of all derivative exposures
Oversee account openings and closings; assist in the response to RFPs
Facilitate the accurate generation of various performance and risk reports
Bachelor's degree or higher, SMET degree preferred
Basic knowledge of financial markets
Highly motivated; collaborative; high integrity
High attention to detail and able to follow procedures

Implementation Associate Resume Examples & Samples

University degree/college diploma
3-4 years’ work related experience in Corporate Card Implementation preferred
Excellent knowledge of MS Word, PowerPoint, Excel, MS Project
Host systems such as New Credit Card System (NCCS) preferred
Understanding of the organization preferred
PMP Certification nice but not required
Management skills
Maturity and professionalism
Demonstrated behavioral effectiveness competencies, including achievement, orientation, courage and self-confidence, customer and client service focus, impact and influence skills, information seeking, initiative, relationship building strengths

Netsuite Implementation Associate Resume Examples & Samples

Perform NetSuite implementation engagements, interacting directly with senior-level client personnel throughout implementation
Manage various clients concurrently with aggressive timelines to achieve objectives including client satisfaction and implementation profitability
Partner with other consultants to assess client implementation needs, craft innovative solutions that span different subject matter domains and implement these plans to exceed the client’s expectations
Outline implementation objectives, issues, findings and recommendations in a variety of client situations
Provide customer training as needed
Develop and communicate client requirements with the technical developers on potential customizations to the product
Maintain awareness of technical trends and issues in the area of ERP products and apply that knowledge to client issues and solutions
Train lower-level staff on the various aspects of an implementation and delegate work based on availability and experience
Bachelor’s Degree in Business, Accounting, Engineering, Information Systems or a related field
2-5 years of experience working with ERP applications, enterprise software implementations or business process consulting
Demonstrated experience in change management and business process analysis preferred
NetSuite Certified Administrator and/or NetSuite Certified ERP Consultant certification preferred
Ability to translate client business requirements into business solutions, either as a software solution or a re-engineering initiative
Working knowledge of any of the following applications: NetSuite, QuickBooks, Great Plains, Salesforce, MAS family of products, Lawson, Siebel, Oracle, SAP, PeopleSoft, JD Edwards, Epicor
Ability to communicate clearly, both verbally and in writing
Ability to work on multiple projects and meet deadlines by setting priorities with work projects
Ability to establish and maintain effective working relationships with coworkers and clients
Proficient with Microsoft Office Products

Client Implementation Associate Resume Examples & Samples

Assist and coordinate new client transition activities including
5 years of investment experience including experience in a client service role and investment operations; broad knowledge of investments, compliance procedures, trust, custody, is required
Ability to multi-task; strong project management skills; creative; detail oriented
Flexibility to handle responsibilities beyond the core job, and be articulate
Ability to work very collaboratively

Professional Services Payer Implementation Associate Resume Examples & Samples

Manage customer implementation projects in an effective and expedient manner
Identify requirements, understand workflow and conduct data analysis
Perform root-cause analysis, develop logical conclusions and suggest appropriate courses of action
Manage customer expectations and effectively negotiate solution options and constraints
Respond to direct customer inquiries and cases assigned by supervisor
Understanding of the healthcare industry, specifically the healthcare payer business
Knowledge of EDI including claims, ERAs and EOBs is preferred
Ability to rapidly learn InstaMed’s platform and solutions
Excellent organizational skills in managing timelines of implementations
Strong ability to present and effectively communicate product use
Outstanding attention to detail
Proficiency in all aspects of Microsoft Office
Minimum of 3 years’ experience in a customer-facing position with a technology-oriented company
Knowledge of healthcare billing and claims management is preferred

Overlay Implementation Associate Resume Examples & Samples

Maintain calculate, allocate and execute trades based on clients' guidelines and asset allocation under the unified managed account, single investment account structured product approach
Drift monitoring and rebalancing
Interact as a liaison between investment managers, financial advisors, and clients. Prepare a variety of adhoc analytical reports; interact with operations, Technology, marketing and new accounts departments on any issues pertaining to the Single and Multi Style UMA products, Exchange Traded Funds and Mutual Funds
Must be able to discuss the Market, in general, and the holdings contained in the various pure styles and UMA portfolios
Individual must have a BA/BS in finance or a related field plus 1-2 years of related experience (relevant internship experience will be considered)
Strong judgment, great telephone and organizational skills, time management
PC Skills should include, but not limited to, Microsoft Office (Word, PowerPoint, Outlook and “extremely” proficient in Excel)
Team is seeking a detail-oriented individual who has the ability to multi-task in a fast paced environment
Series 7 and 66 or 7, 63 and 65 necessary but not required to apply

Mau-implementation Associate Resume Examples & Samples

Responsible for managing projects that vary in nature based on solution purchased and complexity of requirements
Responsible for contributing to project plans and ensuring project is on time, meets and/or exceeds client expectations and follows internal processes
Will work in conjunction with resources within and outside of the team in the completion of an implementation
Promotes teamwork among those working on the implementation, developing a working relationship with internal resources, customers and peers
Works independently at resolving project issues and escalating when appropriate
Demonstrates an in-depth understanding of Payroll/ HR environment as well as an exposure to many sub-functions within it. E.g. Finance, benefits administration, labour relations, training development, and technical environments
Conducts preliminary interviews with client to review changes, needs and processes to complete the implementation successfully. Process may include formal needs analysis, gap and fit analysis
Ability to translate business process requirements into configuration requirements for the Ceridian Solution purchased with differing levels of complexity
Prepares customer for completion of an implementation. Reviews processes with client pertaining to product. Will work with the client to process pre-input reports, run interfaces and time & attendance imports. Provides hands-on training to customers with input of first live payroll. Reviews Service checklist to ensure client understands how to enter payroll items not covered during live inputs
Tests and documents and custom solutions for customers. Problems are often unprecedented and may require analytical skill and detailed problem determination to provide the appropriate resolution, coordination and implementation of customized front end and/or core end solutions
Design and execute system integration and user acceptance tests
Responsible for quality of implementation. Assesses quality by reviewing the testing of all back-end changes implemented, verifying ID and password information after installation, and confirming correct billing and remittance set-ups
Ensures a smooth transition to service team
Bachelor’s degree or diploma
Exposure to basic project management principles
Experience with software in a SaaS / Cloud computing environment; experience with HRIS preferred
Basic understanding of relational databases, SQL and XML is required
Experience with any of the following applications is an asset: SalesForce.com, SAP, PeopleSoft, JD Edwards, Kronos, Workbrain/Infor, RedPrairie/JDA, Ultimate, Oracle HR/Payroll, PeopleSoft,
Aptitude to effectively implement an HRIS module or similar end-to-end solution

Eprocurement Implementation Associate Resume Examples & Samples

Current permanent U.S. work authorization required
Bachelor’s Degree from an accredited college or university
A minimum of 3 years of procurement and payables related experience, either in a consultative or substantial operational role
Demonstrated experience with packaged procurement and payables applications (e.g., Ariba, SAP, Oracle, PeopleSoft, SciQuest, Workday, Unimarket, Coupa, ESM)
Willingness and ability to travel every week (Monday-Thursday); or annually on a 60-80% basis; work extended hours as necessary

Implementation Associate Resume Examples & Samples

Provide consultative production management in order to identify additional operational solutions and opportunities to service the client and identify additional sales channels
Develop a comprehensive understanding of client deliverables and manage project reporting to effectively optimize contract based savings
Partner with Business Development, Operations, and Human Resources to ensure a smooth transition and rebadging process for current Enterprise Client employees
Build process maps utilizing MS Visio and/or MS Project to map current and future state of print procurement and production solutions
Define, negotiate, and implement efficient operational solutions for Enterprise Accounts
Identify inefficiencies and opportunities in order to streamline business processes and procedures; improve overall workflow and client experience
Provide a premium level of client service and excellent delivery of tasks for both our external and internal clients
Create client facing internal output and action point logs from meetings; build clear and compelling PowerPoint presentations that demonstrate InnerWorkings’ value
Undertake implementation, audit and other duties as assigned in the course of the implementation cycle
Train and mentor Implementation Associate(s)
Travel to and work on-site in various client locations during ramp up of Enterprise clients

Data Implementation Associate Resume Examples & Samples

40% - Implementation Execution
Assist team in executing client implementation projects, adapting the planned scope and enacting contingency solutions as needed to ensure of seamless flow of data from source to the front-end application
Accurately execute implementation plans with accuracy and efficiency to meet deadlines and meet goals/metrics
Act as go-to resource to both team and stakeholders via analysis and in-depth understanding of both processes and source data
35% - Process Improvement/Scalability
Contribute ideas and solutions that further optimization and automation of standard processes for implementation
Execute on enhancements to current implementation tools and processes - to help team improve scalability and performance
20% - Managing Relationships
Proactively research and suggest solutions to implementation or data issues to make an impact on successful process for client
Collaborate with internal teams to improve implementation account management hand-off cycle for clients
Offer support and guidance to cross-functional teams and technical resources
5% - Special Projects
Coordinate individual and team roles in ad-hoc data operations needs and cross-functional projects within Population Health
2+ years of professional experience with data integration and relational databases; SQL programming experience preferred
Knowledge of data management tools and analysis techniques
Familiarity with healthcare data of the following types: Clinical and/or Payor
Knowledge and understanding of athenahealth product suite and business model preferred
Experience in analyzing complex business problems
Self-starter who can come up to speed on various technologies and methodologies with minimal training
Strong ability to independently drive results and meet deadlines
Adaptability and comfort with ambiguity as we grow offerings with diverse requirements, constituencies, and opportunities – and sometimes with constrained resources
Ability to communicate effectively with internal and external stakeholders at various cohort levels
Utilizes professional attitude and comfort working in a corporate setting populated by diverse types of people; able to maintain poise and a sense of humor in stressful situations
Proactive approach to identifying solutions to problems and to taking on work that helps collective team meet their goals
Ability to independently prioritize, drive results, and meet deadlines
Ability to dive deep into information and articulate core findings to the broader group
Able to expresses complex issues succinctly and logically
Able to execute multiple project work streams simultaneously and transparently, ensuring that all internal and external stakeholders understand the projects’ goals and deliverables
Ability to influence others through enthusiasm, commitment, and vision rather than direct line authority

Implementation Associate Resume Examples & Samples

Reviews and validates Set-up/ Maintenance requests submitted on the following forms for Domestic accounts on Computer Associates Profitability (CAP) billing system
Strong Treasury Service pricing and billing experience
2 -3 years relevant experience
Excellent problem solving and critical thinking skills in order to identify, understand and address operational and technical issues
Excellent written and verbal business communication skills
Strong organizational and time management skills; ability to manage multiple and conflicting priorities
Must be proficient in Microsoft Office suite: Excel, PowerPoint and Word; MS Access knowledge a plus
BA/BS degree
Experience in financial services, if possible Corporate/Commercial Banking
Ability to provide quantifiable management reporting

Regional Implementation Associate Resume Examples & Samples

Prior work related experience in Customer Service/Service organization
Demonstrated organizational skills along with excellent written and verbal communication skills are required
Project management education or experience a plus
Manages the customer implementation process
Develops and maintains effective, proactive relationships and communications with customer and Medivators departments/associates to contribute to a successful overall customer experience
Conducts project initiation activities
Establishes and manages activities towards project milestones independently or in conjunction with National Implementation Manager
Communicates continuously with customers and Medivators National Implementation Manager regarding project status as necessary to ensure all assigned tasks are completed according to schedule
Maintains milestones and project status in Medivators Project Management Applications
Overcomes client and internal obstacles to ensure timely project completion, and coordinates with other departments as necessary to obtain objectives
Act as the primary point of contact for customers throughout implementation
Coordinate with the customer to set realistic expectations and ensure facility requirements have been met
Manage multiple comprehensive implementation projects simultaneously
Complete weekly time and expense reports on a timely basis. Provide weekly activity schedules to management
Ability to travel 5%-10%

Netsuite Implementation Associate Resume Examples & Samples

As a project team member work with project lead/managers to execute NetSuite implementations and changes to existing systems using the firm's project methodology
Ensure completion of tasks, milestones, and components including but not limited to functional specifications, design specifications, configurations, quality assurance, implementations, and project reviews
Work with the implementation team to design changes to existing systems and integrate new systems into client's infrastructure
Alongside the project lead to implement process improvements with systematic solutions
Train end users on how to effectively use financial systems features and applications
Develop customized saved searches for shared business user usage and to support integration needs
Develop informational reports
Take a hands-on approach to troubleshooting
Bachelors degree in Accounting, Computer Science or related field required
Minimum 1 years of functional experience with NetSuite financial applications/services, or other mid-market accounting/ERP application (Microsoft Dynamics GP)
Ability to travel 10-30%
Prior work experience in the accounting field and knowledge of general accounting principles is preferred
Knowledgeable in relational database architecture and methods including hands-on experience in developing SQL queries desired
Must be a team player and be able to effectively interact with staff at all levels of the firm
Strong conceptual, analytical and problem solving skills
Excellent client skills and customer relationship management skills
Solid understanding of business and information technology processes

Implementation Associate Resume Examples & Samples

Proficient computer skills
3 plus years of Banking product knowledge or Banking experience
Strong independent research skills but must be able to work in a team environment
Professional interaction skills with all levels of Management
Professional attitude
Working understanding of Corporate Resolutions

Implementation Associate Resume Examples & Samples

Facilitate overall solution design: Work directly with area owners of partnership implementation team (e.g. Operations, Engineering, QA, etc) to facilitate successful solution design between partner and FutureAdvisor
Facilitate on-time delivery: Coordinate resources across multiple functional areas within FutureAdvisor and own on-time delivery of solution with partner. Oversee technical and process implementation of solution
Communication point person: Own and manage communications of implementation status across partner and FutureAdvisor teams
Facilitate solution design: Drive digital product design sessions with partners adapting the FutureAdvisor to partner requirements. Own spec documentation of solution. Drive solution agreement with partners and FutureAdvisor team stakeholders

Implementation Associate Director Resume Examples & Samples

Degree in business and computer science or equivalent training and work experience
7+ years of experience in Project Management including requirement gathering and documenting etc
5+ years excellent business experience understanding of one area of HR/ Insurance, Broking, Benefits Administration and/or Operations functionality
3+ years of experience in User acceptance testing activities, Integration testing and Test case development
Excellent verbal and written communication skills, able to work independently with customers, coordination and communication in the project, regularly report to client management and internal management
Good skill for presales to support sales function in solution preparation
Excellent skills for creating project plans, lead team to implement, effectively control scope、quality、time、budget， ensure the satisfaction of the clients
Strong problem solving, analytical thinking, and troubleshooting skills
Hands on mentality, able and willing to work in project as well
Attention to detail & meticulous
Following would be a plus
Experience and knowledge working with IT development team for client-facing on-line platform
Experience with business intelligence, analytics and reporting tools will be beneficial

Senior Business Implementation Associate Resume Examples & Samples

Able to prioritize work/projects and meet deadlines; use time efficiently
Able to identify and utilize appropriate resources to complete assigned projects
Able to apply knowledge into practical solutions
Independent, dependable worker who can interact in a professional manner with employees and colleagues at all levels across the organization
Deal execution (the Business Implementation Group drives/leads this process and involves cross-functional team members as appropriate)
Contract review and interpretation (initial contract review to insure substantive and business terms are included/correct)
Issue resolution (internal and with the client)
Obtain necessary contract sign-offs
Collaboration with business partners and internal parties
Participate as a dependable member of cross-functional project teams (sales, account services, compliance, legal, product, finance, operations, etc.)
Follow, review and continually update standardized protocols surrounding contract content and internal department procedures
Handle large-scale time sensitive legal/regulatory projects
Accurate and timely document retention
Assist clients with contractual fund availability and pricing/revenue sharing/service fee questions (internal and external)
Help sales, operations, finance and others with contractual inquiries related to pricing, processes, shelf space, and other regulatory matters
Conduct initial and ongoing due diligence reviews of financial intermediary business partners to mitigate risk and ensure compliance with board policies and best practices
Lifecycle review/termination of business arrangements
Provide ad hoc and routine reporting
5-7+ years of work experience in a corporate environment with 3-5+ years of work in the asset management or similar financial services industry experience desired
Related Bachelor's degree, with an advanced Masters degree a plus
Excellent work ethic and an appropriate sense of urgency
Ability to independently analyze and resolve issues
Smart, high-energy and results-oriented with excellent execution skills
Demonstrate a professional and upbeat demeanor
Great organizational skills
Outstanding customer relationship management and servicing skills (able to deal effectively) with clients of all seniority levels as well as internal corporate relationship management skills
Great command of language and excellent reading skills to effectively review and interpret contracts
Technologically proficient in the Microsoft Office suite of products (Excel, Outlook, Word, SharePoint, Visio), as well as Adobe