Implementation Specialist

About This Role

The Implementation Specialist is a subject matter expert in FactSet’s products, responsible for deploying them by delivering high-value projects and engagements. Their primary focus is on ensuring clients are properly set up to get the most value from their subscriptions, including data integration, module configuration, report building, and user training. This project-based role may involve implementations, solutions optimization, and other time and knowledge-intensive projects, and may include mentoring junior team members.

Responsibilities

• Produce client-facing communication in coordination with the implementation project manager
• Build and manage implementation scope and effort estimates
• Provide product (functional and technical) guidance on the solutioning of processes based on customer needs
• Create user workflow specifications, custom report specifications, establish priority and direction to technical integration staff on client requirements
• Develop a comprehensive understanding of the technical aspects of the Analytics suite
• Implement new and enhance existing deployments to create a better user experience and further enable sales opportunities
• Effectively communicate with sophisticated users via a strong understanding of investment principles and their application in the industry
• Identify growth strategies by outlining client organizational structures and uncovering additional opportunities during the implementation process
• Study client workflows and partner with Product Development and Engineering to enhance FactSet’s products
• Provide user training and support the development of training programs
• Facilitate the transition from the implementation phase to support

Requirements

• Bachelor’s degree in Economics, Business, Computer Science, or a related field or equivalent experience
• At least 2+ years of experience working with FactSet’s Analytics tools
• Strong technical background
• Proven technical proficiency particularly in writing complex screening codes
• Understanding of how clients use FactSet Analytics and Performance Solutions products
• Extremely detail-oriented with the ability to see the big picture
• Enthusiastic with a keen eye for detail

Nice to have:

• CFA, CIPM, CAPM, FRM, MBA, or other industry certifications

About the Company

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.