Job 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 receiving 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
• Communication 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 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
• Requires permanent work authorization

Preferred Requirements:

• Active PMP Certification
• CFA, CPA, CMA Certification(s)

About FundGuard

FundGuard is the AI-powered, cloud-native investment accounting platform redefining how asset managers and fund administrators operate. By unifying support for all asset classes, books of record, investment products, and jurisdictions on a single platform, FundGuard drives digital transformation, operational automation, and resilient, cloud-native scalability for the world's leading financial institutions.

Join Us

Backed by strategic partners including Citi and State Street, and by leading venture firms such as Blumberg Capital, Key1 Capital, LionBird Ventures, and Team8, FundGuard is trusted by global financial institutions to help them scale with confidence, operate with precision, and stay ahead of what's next.

If you're looking to work on category-defining technology that's transforming a mission-critical industry, we'd love to meet you.