Customer Experience Manager, Front Office Consulting
Skills
- Deep expertise in front office workflows: trading, portfolio management, compliance monitoring
- Proven track record leading complex, multi-workstream SaaS implementations
- 3+ years managing consulting or professional services teams
- Strong portfolio management, forecasting, and resource planning skills
- Excellent executive stakeholder management and communication
- Practical experience using AI tools and guiding responsible AI adoption
- Ability to travel domestically (~25–30%) and work without US sponsorship
Responsibilities
- Lead, coach, and develop a team of front office functional consultants delivering enterprise SaaS implementations
- Manage multiple concurrent implementation workstreams across trading, portfolio management, compliance, and post-trade
- Define and enforce functional delivery standards, configuration practices, and reusable workflow templates
- Collaborate with Project Management, Technical Consulting, Data Migration, Product, Engineering, and Customer Success to ensure seamless delivery
- Oversee forecasting, capacity planning, and utilization management within the consulting organization
- Analyze delivery metrics and feedback to improve predictability and customer outcomes
- Champion and operationalize responsible AI and modern tooling (e.g., ChatGPT, OpenAI, Claude) to enhance requirements gathering and documentation
- Build trusted relationships with senior client stakeholders and provide strategic guidance on workflow design and implementation sequencing
- Step in hands-on to support critical milestones or complex deployment issues as needed
Education
- Bachelor’s degree in Finance, Computer Science, Business, or related field preferred
- CFA designation considered a strong plus
- Continuing education or certifications in project/portfolio management or cloud technologies is beneficial
Benefits
- Competitive OTE with location-adjusted ranges
- Company stock plan / equity participation
- Unlimited vacation and flexible time-off policy
- Educational and wellness reimbursements
- $0 cost employee insurance plans
- Hybrid/remote work options and collaborative office environments
Average salary estimate
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