Team Leader, Implementation

The CRPM Implementation Lead is responsible for overseeing the end-to-end delivery of Charles River Private Markets (CRPM) platform implementations for institutional clients. In this role, you will be at the forefront of ensuring successful onboarding, configuration, testing, and go-live support of CRPM solutions. Collaboration with various cross-functional teams including Data Management, Engineering, Integration Services, and Client Services will be a key aspect of this position. Your key responsibilities will include owning the implementation lifecycle, from project kickoff through post-go-live stabilization. This encompasses detailed planning, seamless execution, and effective stakeholder communication throughout the process. As the primary point of contact for clients during implementation, you will be responsible for ensuring alignment on scope, timelines, and deliverables. Leading discovery sessions to gather requirements and translate them into CRPM configurations, workflows, and data models will be a crucial part of your role. You will also oversee User Acceptance Testing (UAT) planning and execution to ensure that data quality and system functionality meet client expectations. Coordination with internal teams to triage and resolve issues, as well as maintaining detailed project documentation, will be among your key tasks. Facilitating client training and transition to support teams post-implementation will also be within your remit. Additionally, you will serve as an account manager for post-implementation clients, create analytics metrics wireframes, understand system integration, and document integration details with the client. Flexibility in working across different time zones as per client requirements may be necessary. Preferred experience for this role includes a background in enterprise software implementation, particularly in private markets, investment management, or financial services. A strong understanding of fund structures, asset management workflows, and data governance principles is essential. Proven ability to lead cross-functional teams, manage complex client relationships, and familiarity with CRPM or similar platforms are highly desirable. Excellent communication, analytical, problem-solving skills, and understanding of Power BI and analytics are preferred. Basic knowledge of Excel modeling and macros, private markets, real estate, private credit, and finance terms/calculations, as well as familiarity with SaaS and databases, will be beneficial. Desirable skills for this position include experience with data mastering, system integrations, and reporting tools. Proficiency in project management tools such as JIRA, MS Project, and collaboration platforms like Teams and SharePoint is advantageous. Our company culture values collaboration, accountability, and innovation. We empower our teams to take ownership of their work, challenge the status quo, and support their professional growth. Transparency, inclusivity, and a shared commitment to delivering exceptional outcomes for our clients are core values. Whether working onsite or remotely, our people are connected by a strong sense of purpose and a passion for excellence. (Job ID: R-773006),