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- Tasks: Lead a team to manage SaaS onboarding and support for financial clients.
- Company: Join State Street, a diverse employer in the financial services industry.
- Benefits: Enjoy flexible work options and opportunities for professional growth.
- Why this job: Be part of a dynamic team driving innovation in SaaS solutions for top financial institutions.
- Qualifications: Requires 3+ years in leadership and 12+ years in investment software management.
- Other info: Occasional travel for client meetings may be required.
The predicted salary is between 72000 - 108000 £ per year.
This job is with State Street, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.
Charles River Development is an award-winning provider of software and services to the Investments/Financial Services industry. Our client base includes many of the world's largest investment and financial institutions. This is a client-facing, business and technical staff position responsible for managing and supporting all aspects of production Charles River IMS systems for multiple clients as part of Charles River SaaS Operations and SaaS strategy.
Purpose and Function: We are seeking a senior technical leader to manage a team and actively contribute to the technical and operational success of our SaaS onboarding and support services. The ideal candidate will have a strong background in SaaS operations, financial systems integration, cloud platforms, and team leadership.
Responsibilities
- Strategy & Continuous Improvement: Identify and implement enhancements to the service and delivery model to improve efficiency and client satisfaction. Serve as an escalation point for internal and client-facing operational issues within the Azure SaaS team. Collaborate with sales teams to support Proof of Concept (PoC) development and drive incremental sales opportunities. Ensure clients maximize their ROI from CR IMS and Alpha Services. Align SaaS operations with Charles River's business objectives and long-term strategic goals.
- Operational Leadership & Execution: Oversee new client onboarding and ensure smooth transition to the CRD SaaS Azure platform. Engage in client discussions to understand business requirements and tailor onboarding processes. Directly manage key client relationships, ensuring high levels of satisfaction. Monitor and oversee client issue resolution, ensuring timely responses and clear communication. Lead and mentor a team of onboarding system analysts, providing guidance on implementations, upgrades, and issue resolution. Ensure daily operational monitoring and regional/global client support in a follow-the-sun model. Drive process improvements to enhance efficiency and reduce operational risks. Provide clear, accountable reporting to senior management. Coordinate and communicate with service partners and vendors to ensure seamless integration and support. Occasional off-hours and weekend support as required.
- Technical Expertise & Problem-Solving: Hands-on capability to perform database investigations, performance diagnostics, and basic administration (RDBMS). Provide technical oversight on issue resolution, ensuring best practices across platforms such as C#, Java, FIX, Ansible, ETL, MQ, PL/SQL, Admin, Web Services and Cloud Platforms (Azure, AWS etc.). Plan and oversee upgrades and implementations of CR IMS and technical environments. Troubleshoot, diagnose, and resolve technical issues in collaboration with clients and internal teams. Guide clients on CR IMS capabilities, functional features, and best practices.
- People Management & Team Development: Lead a team delivering mission-critical software operations and support. Mentor and develop staff, ensuring they excel in their roles. Provide performance management and career development support for team members. Foster strong collaboration between internal teams and vendors for seamless service delivery. Contribute to process improvement initiatives to enhance operational effectiveness.
Required & Core Competencies
- Leadership & Management: Proven leadership experience in a high-growth, mission-critical SaaS environment. Ability to manage multiple projects and deadlines in a fast-paced setting. Strong customer service skills, expectation management, and stakeholder communication. Experience mentoring and managing technical teams. Ability to work with internal and external partners to enhance service quality.
- Technical & Industry Expertise: 3+ years of experience in a leadership/management role. 8+ years of experience managing and supporting mission-critical SaaS production software and technical environments. 12+ years of experience in investment software and experience with financial trading applications (preferably Charles River IMS, but other OMS, middle/back-office, or financial applications are also valuable). Deep experience in application setup, configuration, and infrastructure. Familiarity with server networks, high-availability systems, disaster recovery, and system monitoring tools. Familiarity with Cloud Platforms (Azure/AWS etc.), databases, server operating systems, network architecture, scheduling software, and system monitoring tools. Understanding of FIX protocol and financial technology solutions including 3rd party integration with exchanges like (CME/LCH/ICE), Bloomberg etc.
Education & Additional Requirements: Bachelor's degree in Computer Science, Information Systems, or related field. Willingness to travel occasionally for client meetings and planning sessions.
SaaS Onboarding Manager, Charles River Development, Vice President employer: State Street
Contact Detail:
State Street Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SaaS Onboarding Manager, Charles River Development, Vice President
✨Tip Number 1
Familiarise yourself with the Charles River IMS platform and its functionalities. Understanding the software inside out will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the SaaS and financial services sectors. Attend industry events or webinars to connect with potential colleagues or mentors who can provide insights into the company culture and expectations.
✨Tip Number 3
Prepare to discuss your leadership style and experiences managing technical teams. Be ready to share specific examples of how you've successfully led projects or improved processes in previous roles.
✨Tip Number 4
Stay updated on the latest trends in SaaS operations and financial technology. Being knowledgeable about current developments will show that you're proactive and committed to continuous improvement in your field.
We think you need these skills to ace SaaS Onboarding Manager, Charles River Development, Vice President
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in SaaS operations, financial systems integration, and team leadership. Use specific examples that demonstrate your ability to manage client relationships and lead technical teams.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your background aligns with the responsibilities outlined in the job description, particularly your experience with cloud platforms and operational leadership.
Showcase Technical Expertise: Emphasise your technical skills related to database management, performance diagnostics, and familiarity with platforms like Azure and AWS. Mention any relevant certifications or projects that showcase your problem-solving abilities.
Highlight Leadership Experience: Detail your previous leadership roles, focusing on your experience in mentoring teams and managing multiple projects. Provide examples of how you've driven process improvements and enhanced service quality in past positions.
How to prepare for a job interview at State Street
✨Showcase Your Technical Expertise
As a SaaS Onboarding Manager, you'll need to demonstrate your technical knowledge. Be prepared to discuss your experience with cloud platforms like Azure and AWS, as well as your familiarity with financial trading applications. Highlight specific projects where you successfully managed SaaS operations.
✨Emphasise Leadership Skills
This role requires strong leadership capabilities. Share examples of how you've led teams in high-pressure environments, mentored staff, and improved team performance. Discuss your approach to managing multiple projects and ensuring client satisfaction.
✨Prepare for Client-Facing Scenarios
Since this position involves direct client interaction, be ready to role-play potential client discussions. Practice articulating how you would tailor onboarding processes to meet specific business requirements and ensure a smooth transition to the CRD SaaS platform.
✨Demonstrate Problem-Solving Skills
Expect to face technical scenarios during the interview. Prepare to discuss how you would troubleshoot issues, perform database investigations, and ensure best practices are followed. Use real-life examples to illustrate your problem-solving approach.
