Hybrid Senior Professional Services Consultant

at RegEd

• Job title: Senior Professional Services Consultant
• Job type: Full Time
• Experience level: Senior
• Salary: $50,000 - $100,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, United States

About the role

• Senior Professional Services Consultant responsible for product consulting and client management at RegEd. Engaging with clients on operational efficiency and compliance solutions in financial services.

Responsibilities

• Provide product consulting assistance to clients, as needed
• Make recommendations for more efficient use of existing products
• Provide information on available features and functions of existing products
• Periodically provide post implementation client training/training materials
• Gather client requirements for client specific enhancements
• Complete tactical management of various client activities assigned
• Work on client projects as assigned by Management
• Manage assigned task status and maintain task information updates
• Conduct follow-up activities with clients and/or internal departments to manage open items
• Other duties as assigned from time to time by Management
• Prepare program launches and provide product configuration services
• Set up and maintain client user data and interfaces
• Prepare account reconciliation information, as needed
• Intake client enhancement requests and gather requirements with client for RegEd analysis/pricing
• Occasional testing of product configurations/enhancements and SOWs
• Periodic troubleshooting and assistance with routine production issues
• Provide “post-implementation” product usage consulting and product training services, as needed

Requirements

• Bachelor's degree or equivalent work experience
• Minimum of two years’ experience in RegEd systems required.
• Minimum of 5 years in client facing experience.
• Knowledge of the financial services / insurance / securities compliance industry’s concepts, practices, and procedures a plus.
• Experience with Freshdesk, Confluence, Salesforce and/or Sharepoint.

Benefits

• Exceptional medical, dental and vision plans with generous employer funding for employees and dependents
• 401(k) plan with company matching
• Generous flexible time off
• Company paid life insurance
• Flexible Spending Accounts: Medical and Dependent Care
• Leave benefits including short-term and long-term disability, paid family medical leave and paid parental leave
• Volunteering time off and flexible schedules
• Professional development
• Meaningful career growth opportunities
• Performance bonuses
• Great working environment with a team of fantastic people