The Solutions Associate will engage with clients for onboarding, support, relationship building, and module implementation, ensuring project success and customer satisfaction.
The Company
Capital Markets Gateway LLC (CMG) is a capital markets-focused fintech transforming global equity capital markets (ECM) through data, technology, and connectivity. As the preferred source for ECM analytics and the first network connecting the buy-side and sell-side for ECM workflows, we are committed to reshaping how capital markets operate. Founded in 2017 by a team of ECM practitioners, CMG has completed three successful fundraising rounds and is backed by a group of the world’s most prestigious financial institutions. The CMG platform is currently relied upon by nearly 150 buy-side firms representing$40 trillion in AUM and 22 global investment banks. For more information, please visit www.cmgx.io.
The Role
The customer onboarding phase is the foundation of the customer journey. A great process accelerates product adoption and shortens the time to value for customers. Onboarding our clients is collaborative in nature, and as such this is an opportunity to build trust and develop a spirit of partnership. Doing right by our customers is a core CMG value, and we believe relentless customer focus defines our success.
We are looking for a skilled Solutions Associate to join the team. In this important role, you will be at the center of client engagement, product development, and sales, while driving CMG’s strategy and vision with our customers. A genuine interest in understanding the workflows and business domain of our customers is key. You will be supporting the largest financial institutions in the world!
Responsibilities
- Develop an in-depth understanding of our customers, their business domain, and workflows
- Work collaboratively with customers and internal stakeholders from project inception through the go-live implementation
- Support customers through the onboarding journey, serving as a point of contact for project and functional inquiries
- Help build and execute detailed project plans to ensure the timely delivery of services and deliverables; produce weekly/monthly status reports
- Document customer process flows, identify system gaps, and work with internal stakeholders to prioritize customer commitments and needs
- Serve as a connector between our product development teams and our customers to ensure on-time delivery of system configurations and project go-live
- Build trusting and meaningful relationships with product champions and key points of contact within each customer, and stay current on their needs
- Lead multiple implementation projects and technical software deployments
Qualifications
- Bachelor’s degree required; Finance, Economics or Engineering preferred
- At least 2 years of experience in any of the following: solutions management/engineering, project management, product management, account management, sales/customer success, implementations
- Demonstrated relationship-building skills with internal and external customers
- Strong empathy for customers and passion for project management and organization
- Exceptional communication skills with strong attention to detail
- Independent – enjoys taking on new challenges and running with them
- Naturally process-oriented and adept at managing time well
- Relatable experience in the intersection of technology and customer enablement
- Understanding of technical aspects of software implementation is a plus
Our Values
- We innovate with purpose
- We focus on outcomes vs. output
- We believe diverse and inclusive teams fuel innovation
- We are humble yet candid
- We do right by the customer
What We Offer
- Comprehensive benefits program (Medical, Dental & Vision)
- Equity
- 401k company match
- Flexible Spending & Health Savings Account
- Unlimited PTO
- Remote work environment
- Education reimbursement
- Continuous learning opportunities
- Life insurance
- Employee referral bonus
- Parental leave
CMG embraces our ongoing commitment to building a culture reflecting the people, perspectives, and passions it represents. We will accept nothing less than equity, inclusion, and belonging for all. With the only constant in life being change, we will always listen, learn, and improve for the betterment of our teams, customers, and communities. CMG is proud to be an Equal Opportunity Employer.
Top Skills
Project Management
Software Implementation
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