Bring your passion and creativity to 360 View.

Join 360 View and take your career to new heights! We are actively seeking talented professionals like you. Discover a supportive work environment, professional growth opportunities, and competitive compensation at 360 View.

Submit your updated resume/CV, contact information, and the position(s) you're interested in to jobs@360view.com, and if you meet our requirements for an opening, we'll be in touch to discuss next steps.

Our team is searching for a top-tier communicator who can seamlessly transition from discussing technical details with our development team to explaining those details in business-friendly terms to our client teams. Your day will vary from virtual client meetings, writing + managing project plans, serving as a business analysist for technical customizations, leading training sessions, and partnering with our all-remote team to deliver an exceptional client experience. Team members are expected to take ownership of projects, step outside the box, and proactively identify solutions.

The ideal candidate will have a background in banking/finance, business analysis, software implementation, and/or organizational change. This is a fully remote role so a take-charge attitude, strong written + verbal communication, and attention to detail are required! You will be joining a small but established company with 20+ years of experience in the financial software industry.

Responsibilities:

• Manage a portfolio of 20+ clients
  • Demonstrate a full understanding of key stakeholders, modules licensed, goals, and pain points for each team
  • Identify and explain customization projects, training, and other growth opportunities to each unique client’s needs
• Lead new client implementation
  • Create and manage an implementation project plan
  • Lead virtual and in-person training on our software
  • Troubleshoot and guide through data validation
  • Coach on best practices for software go-live including organizational communication, end-user training and system use cases
• Manage customization projects
  • Analyze and compile business needs into technical documentation for our development team
  • Translate complex technical functionality back to the client in business-friendly terminology, ultimately coming to an agreement on how a customization will function
  • Create mockups and supporting documentation where needed
  • Provide training to clients on utilizing the requested customizations
• Lead client-facing presentations
  • Create mini-trainings for our virtual Town Hall meetings
  • Present during our semi-annual in-person conference
  • Answer questions on the fly during virtual and in-person sessions
• Travel an estimated 2-6 times per year
  • Participate in our annual all-staff retreat (Nashville, TN)
  • Present at our biennial user conference (Nashville, TN)
  • Train clients on-site at the location of their choosing (varies, US-based)

Skills:

• Strong in client-facing interactions: clear communication, confident, helpful attitude but comfortable pushing back when needed, able to identify stakeholders and tailor interactions based on the client's needs/goals/personalities
• Experienced in technology implementation: project planning, training, risk management, organizational change
• Proficient in data analysis: writing technical requirement documentation, translating between business stakeholders and our technical teams, creative thinking in how to apply data for advancing business goals
• Proactive: sees something that needs to be done… and just does it!
• Self-disciplined: able to prioritize based on evolving needs, thrives in a remote work environment
• A team player: no egos, we're all here to help each other!
• Bonus qualifications: CRM experience, professional certifications

Education and Experience:

• 5+ years of applicable experience (banking/finance, business analysis, software implementation, and/or organizational change)
• Bachelor’s Degree preferred