Professional Services Consultant

We are looking for a Professional Services Consultant to work directly with our clients to configure, implement and integrate company software. This is a highly visible, client-facing role that involves building relationships, understanding needs, and providing support or solutions. Prior experience (at least 3 years) in a similar client-facing role is a requirement. Directly supporting Satuit, a Dura Software company, this role is a Full Time Exempt position. It is fully remote, but proximity to Boston would be a plus. 

If you’re looking to make a meaningful impact within the financial technology space while working with a team that values experience, balance, and innovation - we’d love to meet you!

About Satuit: Satuit Technologies is a leading provider of CRM software for buy-side asset managers, wealth managers, hedge funds, private equity, and real estate-focused funds. With over 30 years of profitability and innovation, we deliver a powerful, cost-effective, and highly configurable platform that helps firms deepen client relationships and drive operational efficiency. At Satuit, we’ve preserved our entrepreneurial spirit while building a collaborative and supportive remote work culture. Our close-knit team enjoys long tenures, team-building activities, and the satisfaction of working with a loyal client base. We offer unlimited PTO, a generous benefits package, the flexibility of a remote-first environment, and an environment which encourages you to flex your critical thinking and solution. In 2024, Satuit joined the Dura Software family, to strengthen its long-term growth path and operating excellence.

About Dura: At Dura Software, our mission is clear: we're dedicated to nurturing and advancing software companies that provide mission-critical solutions across diverse industries. We acquire hyper-niche businesses with established customer bases and empower them with the essential resources and expertise needed for sustainable growth. Employing a robust Support Services model, we stand shoulder to shoulder with our portfolio of companies, ensuring not just growth, but sustained, profitable growth. We know that diverse experiences in life help us to grow and learn, and we are looking for people that aren’t afraid to lean in and explore different strategies to help us succeed.

About the Role: We are seeking a skilled Professional Services Consultant to interact with our clients to implement, configure, and integrate Satuit’s CRM and Portal software. This individual will be the primary, project-based contact for the external clients as well as the internal Development, Sales, and Client Success teams to collaboratively deliver successful product implementations, associated customizations, custom API integrations, and bespoke reports on time and within budget. Experience in interacting with clients is mandatory, experience in the Investment Management Industry with database design and development is highly preferred.

Primary Responsibilities

Customization & Configuration: Work with external clients to understand their needs, gather their business requirements, and translate those requirements into scalable Satuit solutions. Configure screens, picklists, workflows, validation rules, automations, and triggers for various processes.

Data Management & Migration: Ensure data integrity and governance by managing data imports, migrations, and clean-up efforts using the products’ pre-built Import Tools and/or other ETL tools as necessary.

Integrations: Interview external clients to understand their integration needs, translate into business requirements, and develop and maintain those integrations between Satuit and other systems (Portfolio Accounting, Marketing Automation, Data Warehouses). Leverage in-house tools including the Satuit Data Exchange Utility (SDX), REST and/or SOAP APIs, as well as middleware solutions like Zapier and Pipedream. Ensure secure and scalable integrations for seamless data exchange.

Project Scoping: Complete Discovery, Analysis, and Design reviews for custom professional services projects. Ensure that projects and proposals have detailed descriptions of project scope, deliverables, effort, and timelines. Serve as pre-sales and post-sales product specialist when needed. 

Analytics & Reporting: Create and maintain detailed dashboards and reports that provide valuable insights into business performance. Work with clients to develop custom reports that drive strategic decision-making. Experience with Microsoft Report Builder and Power BI for data visualization and analytics is a plus.

Collaboration & Support: Work collaboratively with cross-functional internal teams and external stakeholders to provide ongoing support and ensure system stability through effective communication with proactive monitoring and troubleshooting.

Qualification & Experience Requirements

• Bachelor's      degree in Computer Science, Information Technology, or a related field      preferred
• 5-7      years of related technical experience, with a minimum of 3 years working      directly with external clients

Experience requirements include:

• Direct      communication with external clients to scope, document, develop, and      deliver customer projects
• CRM      integrations, including API development (REST, SOAP) integrations or with      middleware solutions (Zapier, Pipedream) for integration projects 
• Reporting      tools (Microsoft Report Builder, Power BI)
• Writing      SQL queries
• Demonstrated      strong understanding of data management best practices, including data      governance and security
• Investment      Management experience (preferred)
• Proven      understanding of key technology concepts including project lifecycle,      relational databases (SQL), enterprise software, customer relationship      management (CRM)