Client Solutioning Lead
Core
Own the full lifecycle of client onboarding for Tocan's investor onboarding platform, combining solution design, stakeholder management, and hands-on implementation delivery.
Role type
Senior IC Client Solutioning Lead
Builds
Investor onboarding platform solutions and client success metrics
Domain
Financial Services / Fund Administration / Middle Office
Required skills
Solution design, pre-sales support, GAP analysis, data migration, SQL, Excel, API knowledge, UAT coordination, project management
Preferred skills
Continuous improvement methodologies, automation initiatives, cross-jurisdictional flexibility
Technologies
SQL, Excel, APIs, Project management tools
Responsibilities
Deliver demonstrations and presentations to prospective clients; Capture and document client requirements and workflows; Oversee data migrations including mapping and validation; Prepare effort estimates and reports on project status; Champion process optimization in solution design; Coordinate across internal teams (Product, QA, Client Success).