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About the Role

The Client Solutions Lead role combines client solution design, stakeholder management, and hands-on implementation delivery. This position is responsible for owning the full lifecycle of client onboarding, from pre-sales support and solutioning through to implementation execution, ensuring clients experience a seamless, high-quality journey with Tocan's investor onboarding platform. The role serves as the primary liaison between clients, prospective clients, and internal teams, ensuring client solution designs are understood and commercially viable.

Responsibilities

Deliver engaging demonstrations and presentations to prospective clients, showcasing the value and capabilities of solutions.
Provide pre-sales support, including setting up and maintaining demo environments and assisting with technical queries.
Collaborate with sales and technical teams to design customized solutions, map run books, and troubleshoot complex issues.
Conduct GAP analysis to identify client needs, capture detailed requirements, and develop comprehensive business cases.
Capture and document client requirements, workflows, and success criteria and provide configuration advisory support.
Act as the primary subject matter expert, coordinating across client stakeholders and Tocan internal teams (Product, QA, Client Success).
Prepare and collate effort estimates to support solution proposals and client decision-making.
Oversee data migrations, including mapping, cleansing, transformation, validation, and reconciliation of data between systems.
Determine and provide regular reports and insights to leadership on project status and client success metrics.
Champion continuous improvement in solution design, business analysis methodologies, and client engagement strategies.
Identify process gaps and lead initiatives for automation or efficiency improvements in the solutioning and implementation lifecycle.

Requirements

Understanding of relational data modelling concepts (entities, relationships, keys, hierarchies) and familiarity with data dictionaries.
Proficiency in writing SQL queries and advanced Excel.
Working knowledge of APIs.
Experience writing test scenarios, coordinating UAT, and triaging defects with QA and Product, including first-line investigation.
Ability to produce clear technical artefacts and lead complex solution design documentation.
Experience in a pre-sales, solution consulting, or business analysis role.
Strong technical acumen with the ability to translate complex concepts into clear business value.
Excellent communication and presentation skills.
Experience with solution design, run book development, and troubleshooting.
Ability to perform detailed GAP analysis and develop business cases.
Hands-on experience with data migrations, including planning, execution, and post-migration validation.
Familiarity with project management tools, methodologies, and continuous improvement practices.
Flexibility to support clients across multiple global jurisdictions and time zones.
Commitment to continuous professional development and maintaining industry knowledge.

Skills

SQL queries
Advanced Excel
APIs
Test scenario writing
UAT coordination
Defect triaging
Technical artefact production
Solution design documentation
Pre-sales
Solution consulting
Business analysis
Technical acumen
Communication
Presentation
Solution design
Run book development
Troubleshooting
GAP analysis
Business case development
Data migrations
Project management tools
Project management methodologies
Continuous improvement practices

Location

Worldwide

Work Type

Hybrid

Experience Level

Mid-level

About the Company

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.
Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services.
With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.
Your career with us should reflect your energy and passion.
That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.
Take the lead and we’ll give you the support you need to be at the top of your game.
And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
For our business, for clients, and for you