RegEd

Customer Support

• Support the Data Implementation Managers by completing client configuration tasks.
• Assist in loading client data using proprietary data management tools and complete full validations of data loaded.
• Update requirements documentation as needed.
• Monitor, research, and resolve internal and external inquiries in a timely manner.
• Keep validation thresholds updated and complete research when unexpected changes occur.
• Work on client-facing/internal/special projects as needed.
• Interface with internal and external clients with a high level of professionalism.
• Build strong relationships with client team members, work successfully under pressure, maintain positive attitude, and meet client project deadlines in an efficient and professional manner.

Implementation Support Specialist

Solutions Engineer

• As a member of our Solution Architect team, you must be able to articulate technology and product positioning to both business and technical users.
• This role serves customers and potential clients by helping confirm their needs, confirming the specific configuration of RegEd products (in conjunction with existing products), and by representing RegEd as a product expert.
• This role is responsible for actively driving and managing the specific configuration requirements to ensure the proper RegEd solution is identified, sold, contracted and implemented.
• The Solution Architect will work in conjunction with the sales team as the key technical advisor and product advocate for products.
• Responsible for coordinating with the sales rep to best understand the client’s specific business need, solution requirements, and pain points to establish a clear solution configuration with detailed pricing.
• Responsible for representing the product to customers and delivery of product demonstrations.
• Assist in the responding to functional and technical elements of RFIs/RFPs, with a key focus on partnering with the sales rep to formulate a strong strategy for the proposal response.
• Orchestrate and manage any Proof of Concepts (POCs) that are required in the enterprise sales cycle.
• Ability to travel through the assigned sales territory.
• Support RegEd sales representatives and their sales cycles.
• Attend and participate in client meetings (exploratory calls, demos and presentations).
• Create documentation of potential client configuration requirements, including customization needs, requests for enhancements and identification of price points.
• Generate documentation of meeting notes and tracking of meeting takeaway assignments.
• Participate in the review of client proposals for specific customer requirements.
• Assist in the review of contracts to ensure the proper configuration is documented.
• Support the transition from the sales process through to the implementation process for optimal knowledge transfer.
• Maintain a technical knowledge of the RegEd product line and the financial services industry.
• Contribute to product management roadmap development by identifying short-term and long-range issues that must be addressed to ensure sales success.
• Keep informed on industry news and trends, products, services, competitors, relevant information about legacy, existing, and emerging technologies, and the latest product-line developments.
• Collaborate with marketing and product management in the prioritization and/or development of various sales tools.