Field Services Enablement Specialist, Technical Consulting
Core
Subject matter expert for technical implementation methodologies and integration best practices, bridging Product and Consulting to standardize delivery and enable partners.
Role type
Senior IC technical consulting specialist (implementation enablement)
Builds
Scalable implementation frameworks, partner enablement programs, and technical learning paths for investment management clients.
Domain
Financial services / Investment management / Enterprise SaaS integration
Required skills
Enterprise SaaS implementation, API integrations, ETL workflows, system-to-system connectivity, Python or Java, partner enablement, change management, product partnership, technical documentation, mentoring
Preferred skills
Investment management platforms, REST APIs, Workato, MuleSoft, Agile methodologies, JIRA, Confluence, GitHub, Slack
Technologies
Python, Java, REST API, Workato, MuleSoft, JIRA, Confluence, GitHub, Slack, ChatGPT, Gemini, Claude, Glean
Responsibilities
Define and improve standardized implementation methodologies for technical integration workstreams; Enable and support third-party consulting partners through onboarding, training, and documentation; Develop technical learning paths and curriculum for internal and partner consultants; Provide strategic guidance for complex customer implementations; Collaborate with Product Management to translate capabilities into implementation standards; Identify inefficiencies and drive process improvements; Capture feedback to influence product enhancements and delivery methodologies.
Seniority
Senior, hands-on IC