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Blumberg Capital Company
Principal Consultant IIBlumberg Capital Company • Toronto, Ontario, CA
Principal Consultant II

Principal Consultant II

Blumberg Capital Company • Toronto, Ontario, CA
30+ days ago
Job type
  • Full-time
  • Permanent
Job description

Principal Consultant II

  • Customer Success
  • Toronto
  • Full-time

Description

FundGuard is hiring a Customer Success Principal Consultant II to work within our Customer Success group as a technical liaison, and leader and key player in client implementations. You’ll play a pivotal role in ensuring successful new client adoption from the initial project oversight and planning, to provide ongoing support to ensure successful client go-live, as well as continuous client success.

Reporting to the Global Customer Success Director this role you will work in a client-facing environment where you will be responsible for driving and managing the implementation process for onboarding new adopters of our cloud-native investment accounting platforms. This is a hands‑on role with end‑to‑end ownership of project implementation and delivery.

Key Responsibilities

  • Product’s involvement in projects so that they provide necessary implementation guidance and receive useful feedback from the field.
  • Serve as subject‑matter expert in implementation, upgrading and added feature projects.
  • Analyze and evaluate requirements while providing guidance throughout the software implementation project.
  • Ensure the solution meets the client’s business needs.
  • Educate clients on best practices and accounting system functionality.
  • Act as an escalation for client‑reported issues, thereby resolving complex client issues.
  • Develop relationships and engage with clients’ Accounting Operations team or clients’ technical team who support Accounting Operations.
  • Have a hands‑on approach to FundGuard system and understand its inner workings.
  • Partner with engineering and product management teams to work through customer bugs & enhancement needs.
  • Document and communicate product improvements as part of client‑specific projects or in response to product evolution.
  • Communicate defects to Technical Support and Product Management.
  • Be accountable for client satisfaction metrics.
  • Become a FundGuard expert and discuss or educate on any nuance of the product internally and externally.

Requirements

  • 10+ years of proven relevant experience in Investment Management, Insurance, FinTech, Investment Accounting, or Investment Operations.
  • 10+ years of experience and expertise in fund accounting or accounting domain.
  • Demonstrated success in prior client‑facing roles.
  • Prior experience in SaaS implementation and technical consulting.
  • Should possess strong problem‑solving skills and the ability to make sound judgment calls.
  • Technical and functional knowledge of enterprise investment accounting software.
  • An understanding of investment accounting needs and current use cases of businesses.
  • Organizational skills — working with multiple customers.
  • Superior organizational and time management skills.
  • Bachelor’s degree or higher in Finance/Economics, Accounting, Business or applicable field.
  • Travel up to 20% or as needed.
  • Co‑locating with the client when necessary.Li
  • Requires permanent work authorization.

Preferred Requirements

  • Active PMP Certification.
  • CFA, CPA, CMA Certification(s).
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Principal Consultant II • Toronto, Ontario, CA

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