Senior Associate Specialist, Cobalt Client Implementation Solutions

FactSet is a leader in providing research and analytical tools to finance professionals. FactSet intends to advance our strategy to scale our data and workflow solutions and expand our private market offerings through our acquisition of Cobalt Software Inc. (“Cobalt”), a leading portfolio monitoring solution provider for the private capital industry.

Cobalt GP Portfolio Monitoring is private capital's key to collecting, analyzing, and reporting on fund and portfolio company financial metrics. Private equity and venture capital funds use Cobalt's intuitive technology platform to gain critical operational efficiencies, address increasingly complex LP and management demands, and, ultimately, competitively position their firm. Cobalt tailors its portfolio monitoring, investor relations, and benchmarking analysis tools according to our clients' size and investment style to match their needs.

The Cobalt Implementation and Customer Success Team is looking for exceptional, highly motivated individual who has a combination of technical expertise, customer-facing experience, and team leadership skills to join our team as

Senior, Associate Specialist, Cobalt Client Implementation Solution and actively support our clients in Cobalt alongside helping with implementation process.

Job responsibilities: Implementation and Client Support

Oversee the day-to-day operations of the Customer Support Team.Serve as a point of contact for customers on incoming customer support inquiries, communicating query status, escalating issues, and managing expectationsAnswering client questions through email, instant messages, and proprietary communication channelsCollaborate cross-functionally with Implementation, Customer Success, Product to ensure a cohesive customer experienceAct as a mentor and provide oversight, coaching, and training to support staffEnsure the implementation tasks assigned are completed in a timely and accurate mannerEnsure all documentation is completed for the assigned taskKeep up to date with private markets, including our products and competitorsEffectively translate client requirements into reporting templates and dashboardsAssist in building out a product knowledge base of reference material and user guides

Job requirements:

Master’s degree in Finance, MIS, Economics, Accounting, or similar field4+ years of experience required (Private Equity / Private Markets or financial services sector strongly preferred) Experience in managing team in customer-facing implementation or professional services role is preferredExperience with project management and collaboration tools, including Jira, Confluence, Intercom and Microsoft Office suiteStrong technical skills, experience building and working with large data files (Pivots, V-Lookups and Excel-add in)Ability to efficiently handle and prioritize multiple projects and adapt to constantly changing demandsStrong analytical and problem-solving skills to troubleshoot issues and identify solutionsOutstanding communication and interpersonal skills and ability to work with a wide variety of peopleStrong interpersonal skills and core values including a positive attitude, balance, creativity, determination and teamwork.