Calypso顾问
Calypso Consultant
为新老客户提供与账单查询、服务请求、建议和投诉相关的最佳服务。提供与销售、促销活动、安装和沟通相关的客户服务。确保维护良好的客户关系，公平有效地解决客户索赔和投诉，并符合消费者法律。制定全公司范围的举措，主动告知和教育客户。根据客户调查结果制定改进计划。我们目前正在寻找一名顾问加入位于墨西哥城、圣保罗、圣地亚哥或波哥大的拉美地区客户交付前台/后台/技术团队。
该团队由经验丰富的金融专业人士组成，为全球客户提供专业的交付解决方案。团队成员负责将客户的业务需求转化为Calypso软件的功能，回答各种方法论和金融技术问题（FinTech部门）。该团队与其他公司部门紧密合作，以确保项目成功（销售、工程、产品等）。
职责
- 直接与客户合作，收集、界定并记录客户资本市场需求，并将其映射到Calypso标准参考模型（CSRM）功能和流程，引导客户采用我们的最佳实践解决方案。
- 亲自参与设计、配置和测试系统，确保其满足业务需求，无论是否为标准配置或对CSRM的偏离，从而加快上市时间。
- 跟进客户的最终用户，验证已交付的解决方案，获得签字确认，并继续支持各个阶段，如蓝图、基础、执行、系统集成测试（SIT）、用户验收测试（UAT）、迁移活动和上线，与项目经理合作。
- 识别并提出核心产品差距，并通过内部流程跟进直至交付。在开发增强功能期间，顾问将与产品团队或项目技术团队合作，迭代测试增强功能，以确保其满足业务需求。最后，顾问将协助客户进行部署和验证。
- 负责对用户进行系统使用、客户配置和用例，以及新功能的培训。
- 我们重视
- 具有作为解决方案设计师与软件供应商合作的经验
查看英文原文
Provides new and existing customers with the best possible service in relation to billing inquiries, service requests, suggestions and complaints. Provides customer services relating to sales, sales promotions, installations and communications. Ensures that good customer relations are maintained, and customer claims and complaints are resolved fairly and effectively, and in accordance with the consumer laws. Develops organization-wide initiatives to proactively inform and educate customers. Develops improvement plans in response to customer surveys.We are currently seeking a Consultant to join our Client Delivery Front Office/Back Office/Technical team in LATAM based in Mexico City, São Paulo, Santiago or Bogotá .
The team is composed of experienced financial professionals who provide professional delivery solutions for our clients around the world. Team members are responsible for understanding clients’ business requirements into the capabilities of the Calypso software, responding to a wide variety of methodology and financial technical questions (FinTech Division). The team works closely with other Company Departments to ensure a successful project (Sales, Engineer, Products...)
Responsibilities
- Work directly with customers to gather, scope, and document client capital markets requirements and map them to the Calypso Standard Reference Model (CSRM) functions and processes and, influence them towards adopting our best practice solutions.
- Work hands-on to design, configure, and test the system to ensure that it meets the business requirements wherever is a standard configuration or a deviation from CSRM accelerating the time to market.
- Follow up with the Client’s end-users to validate the solution delivered, achieve signoff, and continue to support various phases such as Blueprint, Foundation, Execution, SIT, UAT, Migration activities, and Go-live in partnership with project managers.
- Identify and raise core product gaps and follow up through our internal process until delivery. During the development of enhancements, the Consultant will work with the Product team or Project technical team to iteratively test enhancements to ensure they will meet business requirements. Finally, the Consultant will assist in deployment and validation by the Client.
- Responsible for training users on the system´s usage, client’s configuration and use cases, and/or new functionality.
What we value
Experience working with a software vendor as a solution Designer Role in Calypso consultancy within the capital markets industry.
Technical
- Strong knowledge and functional experience in support of one or more of the following Asset classes: Foreign Exchange (FX), Fixed Income and Money Market (FI/MM), Interest Rate Derivatives (IRD), FX Derivatives (FXD), Credit Derivatives (CRD), Equities, and Equity Derivatives (EQD), Commodities and Commodity Derivatives (CMD).
- Product valuation • Risk methodologies knowledge (Market, Counterparty Credit, Liquidity).
- Ability to summarize complex ideas into clear and simple concepts. • Strong proficiency in written and spoken Spanish and English (Portuguese is desirable). Functional
- Strategic mindset. Anticipates future trends and implications accurately by considering the multiple factors involved.
- Customer-oriented, able to identify and effectively communicate the requirements and functionalities needed and offered.
- Able to work effectively with different teams.
- Desirable: Understanding Front-To-Back Business Units as an overall process flow.
Human
• Analytical thinking.
• Result Driven.
• Effective communication.
• Team oriented.
• Transparency and accountability
What we offer
- Onboarding program on the Capital Markets Platform – Calypso Solution Front to Back
- Ability and opportunities to learn and grow within the team.
- World-class platforms for learning and certification on Calypso Front Office (Valued by the capital market).
- Collaborative learning for a fast and integrated culture of work.
- Experience to work with clients on the International Financial Markets Environment.
Come as You Are
Nasdaq is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, color, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request an accommodation.
Originally posted on Himalayas