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About the Role
Serve as the technical owner of client implementations, ensuring seamless configuration, integration, and onboarding of enterprise solutions. Act as a trusted technical advisor, providing expert guidance on API usage, platform configuration, and integration best practices. This consultative role requires strong communication, technical fluency, and a solutions-driven mindset.
Responsibilities
- Manage the day-to-day of client implementations, including scope, deliverables, and timeline.
- Install, configure, and troubleshoot client solutions.
- Document, communicate, and maintain expert knowledge on client setups and implementation details.
- Set up new clients on email infrastructure, collaborating with client teams and third parties.
- Serve as the technical point of contact during client implementations, providing expertise on API usage, system configuration, and data integration.
- Own the configuration and deployment of technical touchpoints between the client and the platform.
- Troubleshoot issues related to CRM Sync, SSO, Network/Connectivity, or email delivery.
- Deliver best-practice recommendations and design scalable technical solutions.
- Perform professional services, such as custom data reports, as needed.
- Maintain and evolve API documentation, implementation guides, and technical onboarding materials.
- Create client-facing playbooks and checklists.
- Identify and address gaps in documentation.
- Participate in post-sales handoffs to assess technical complexity and advise on resources or strategy.
- Troubleshoot technical challenges during onboarding and provide resolutions.
- Act as the voice of the client to internal teams, capturing feedback and areas for improvement.
- Contribute to internal tools and processes that improve implementation velocity and repeatability.
- Track implementation milestones and ensure technical go-lives are achieved on time and with high client satisfaction.
Requirements
- 3+ years in technical implementation, solutions engineering, or client-facing software delivery.
- Strong proficiency with REST APIs, web technologies, and integration patterns.
- Working knowledge of email concepts – SMTP, SPF, DNS, DKIM and DMARC.
- Ability to write scripts (e.g., Python, Bash) or SQL queries for configuration and testing.
- Excellent verbal and written communication skills, especially in technical documentation.
- Proven ability to manage multiple concurrent projects and deadlines.
- Familiarity with enterprise software, SaaS platforms, and client onboarding processes.
- Experience working in capital markets or an adjacent industry (nice to have).
Skills
- REST APIs
- Web technologies
- Integration patterns
- SMTP
- SPF
- DNS
- DKIM
- DMARC
- Python scripting
- Bash scripting
- SQL queries
- Technical documentation
- Project management
- Enterprise software
- SaaS platforms
- Client onboarding
Location
- New York City
- Durham
- London
- Edinburgh
- Timisoara, Romania
Work Type
- Full-time
Experience Level
- 3+ years
Salary/Compensations
- Competitive Compensation (based on experience)
Benefits
- Health Care Plan
- Generous Vacation/Personal Days
- Generous Referral Program
About the Company
- BlueMatrix is the go-to solutions provider in the investment research industry.
- SaaS applications are used worldwide by leading investment banks to create, distribute, and present research content.
- BlueMatrix develops web applications for the authoring, distribution, and analysis of investment research, and for internal knowledge management and digital communications.
- The mission is to streamline the publishing process on a global scale.
- The team is made up of ambitious and passionate people who have turned technology development and client service into an art.
- Collaborate across the globe for a unique perspective on the impact of technology in the industry.