CareerPlan

Professional Services Specialist

New YorkFull-time$95k–$105k2026-11-02 → 2026-11-10

Core

Lead client implementations and migrations of Cloud9, a voice trading and collaboration platform, for financial institutions.

Role type

Senior IC professional services specialist (project management)

Builds

Cloud9 platform implementations and migrations for banks, broker-dealers, asset managers, and hedge funds

Domain

Financial services / Trading infrastructure

Required skills

Project management, Client engagement, Execution, Technical aptitude, Organization

Preferred skills

Financial services domain knowledge, Implementation experience, PMP/CAPM/PRINCE2/CSM certification, Jira/Confluence/Microsoft Project/Excel/Salesforce proficiency

Responsibilities

Lead client implementations from kickoff through go-live and hypercare, Develop and maintain project plans and risk logs, Build relationships with client stakeholders across trading and technology, Coordinate system configuration, connectivity, and integration activities, Develop cutover plans and readiness checklists, Support go-live execution and end-user training

Seniority

Mid-level, hands-on IC