Principal Consultant II

- Customer Success
- Toronto
- Full time

Description

FundGuard is hiring a Customer Success Principal Consultant II to work within our Customer Success group as a technical liaison, and leader and key player in client implementations. You’ll play a pivotal role in ensuring successful new client adoption from the initial project oversight and planning, to provide ongoing support to ensure successful client go-live, as well as continuous client success.

Reporting to the Global Customer Success Director this role you will work in a client-facing environment where you will be responsible for driving and managing the implementation process for onboarding new adopters of our cloud-native investment accounting platforms. This is a hands‑on role with end‑to‑end ownership of project implementation and delivery.

Key Responsibilities

- Product’s involvement in projects so that they provide necessary implementation guidance and receive useful feedback from the field.
- Serve as subject‑matter expert in implementation, upgrading and added feature projects.
- Analyze and evaluate requirements while providing guidance throughout the software implementation project.
- Ensure the solution meets the client’s business needs.
- Educate clients on best practices and accounting system functionality.
- Act as an escalation for client‑reported issues, thereby resolving complex client issues.
- Develop relationships and engage with clients’ Accounting Operations team or clients’ technical team who support Accounting Operations.




- Have a hands‑on approach to FundGuard system and understand its inner workings.
- Partner with engineering and product management teams to work through customer bugs & enhancement needs.
- Document and communicate product improvements as part of client‑specific projects or in response to product evolution.
- Communicate defects to Technical Support and Product Management.
- Be accountable for client satisfaction metrics.
- Become a FundGuard expert and discuss or educate on any nuance of the product internally and externally.

Requirements

- 10+ years of proven relevant experience in Investment Management, Insurance, FinTech, Investment Accounting, or Investment Operations.
- 10+ years of experience and expertise in fund accounting or accounting domain.
- Demonstrated success in prior client‑facing roles.
- Prior experience in SaaS implementation and technical consulting.
- Should possess strong problem‑solving skills and the ability to make sound judgment calls.
- Technical and functional knowledge of enterprise investment accounting software.
- An understanding of investment accounting needs and current use cases of businesses.
- Organizational skills — working with multiple customers.
- Superior organizational and time management skills.
- Bachelor’s degree or higher in Finance/Economics, Accounting, Business or applicable field.
- Travel up to 20% or as needed.
- Co‑locating with the client when necessary.Li
- Requires permanent work authorization.

Preferred Requirements

- Active PMP Certification.
- CFA, CPA, CMA Certification(s).

📌 Principal Consultant II (Toronto)
🏢 Blumberg Capital
📍 Toronto