Senior Consultant of Professional Services

About the Role 

We are looking for a Senior Consultant to lead the day-to-day execution of customer implementation projects for our SaaS platform. You will work directly with clients — primarily financial institutions — to deliver a smooth, structured, and high-quality onboarding experience. This role is hands-on and delivery-focused, ideal for someone who excels in project execution, communication, and problem-solving. 

Key Responsibilities 

Implementation delivery 

• Own the execution of assigned implementation projects, managing timelines, tasks, and deliverables. 

• Facilitate client onboarding activities such as requirements gathering, configuration, data preparation, and validation. 

• Maintain clear project artifacts (project plans, status updates, risk logs) and drive progress across multiple workstreams. 

• Support UAT planning and execution, ensuring client readiness and quality outcomes. 

Client Engagement 

• Act as a day-to-day point of contact for clients throughout implementation. 

• Communicate status, risks, and next steps clearly and proactively. 

• Guide clients on best practices for onboarding and adopting the platform. 

• Build trusted relationships with client teams through strong execution and follow-through. 

Cross-functional Coordination 

• Collaborate with Technical Solutions on data requirements, integrations, and technical dependencies. 

• Work with Customer Success to ensure a smooth handoff post-implementation. 

• Partner with Product/Engineering by raising product gaps, clarifying technical questions, and supporting issue resolution. 

Execution Excellence 

• Apply consistent project management practices to maintain structure and predictability. 

• Identify risks early and work with internal teams to remove blockers. 

• Contribute to improving playbooks, checklists, documentation, and internal processes. 

Qualifications 

• 4–7 years of experience in professional services, implementation, consulting, or SaaS delivery. 

• Strong project coordination and client-facing communication skills. 

• Experience managing multiple concurrent projects or workstreams. 

• Ability to understand technical concepts (APIs, data workflows, integrations) and collaborate effectively with technical teams. 

• Comfortable working through ambiguity and figuring things out when documentation is incomplete. 

• Experience with financial institutions or regulated industries is an asset.