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Responsibilities:
Client Implementation & Onboarding
- Lead and coordinate project kick-off sessions for clients implementing the trading platform.
- Work closely with clients to define business requirements and translate them into clear technical specifications for development teams.
- Design functional workflows, document Functional Specifications, and ensure alignment between client expectations and technical delivery.
- Use Confluence and JIRA to document business analysis, user stories, and process descriptions.
- Manage stakeholder communication and expectations across clients and internal teams.
- Maintain ongoing engagement with existing clients to understand their system usage and business needs.
- Collaborate with internal support and product teams to resolve production issues promptly and effectively.
- Participate in client meetings, demos, and project reviews to ensure successful delivery and adoption of new functionalities.
- Contribute to planning and communication for client-facing initiatives and enhancements.
- Support the development and execution of the customer engagement strategy.
- Provide insights to improve client communication, retention, and overall satisfaction.
- Identify opportunities to enhance operational efficiency, standardize processes, and improve the client experience.
- Propose and implement process improvements to streamline client onboarding and maintenance workflows.
- Generate client trading analytics to support sales and business development efforts.
- Analyze trading data to identify patterns and opportunities for improved execution and client outcomes.
- Prepare and distribute customized monthly trading reports for clients and partners.
- Maintain and enhance reporting dashboards used by executive and management teams for decision-making.
- Basic understanding of foreign exchange (FX) concepts, the financial markets, and industry practices.
- Experience in trading, sales trading, or account management within Equities, FX, Digital Assets, or Fixed Income markets is preferred.
- Strong interest in customer-facing roles with a focus on relationship management and partnership building.
- Foundational knowledge of product management, including defining Minimum Viable Products (MVPs) and managing feature commercialization.
- Interest in technology, innovation, and problem-solving within financial systems or trading environments.
- Excellent communication and stakeholder management skills, with the ability to translate business needs into actionable solutions.
- Familiarity with Confluence, JIRA, and other documentation or project management tools is a plus.
Key Skills
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