Client Delivery Team Lead Job at iCapital Network (Salt Lake City)

Client Delivery Team Lead

This role will oversee a team of client-facing reporting analysts and associates...

Location

United States , Stamford

Salary:

85000.00 - 110000.00 USD / Year

iCapital Network

Expiration Date

Until further notice

Requirements

7+ Years of experience in a related field
Experience managing a team: providing feedback, coaching their development, escalating employee issues
Experience with RIA/Wealth Management Policies, Procedures and Client Service
Experience working with wirehouses and/or custodians such as Pershing, Schwab, or Fidelity
Excellent customer relation skills and the ability to foster and maintain effective client relationships
Strong understanding of financial instruments
Able to think critically through complex performance management reporting issues and best practices
Well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities
Comfortable with technology, software tools and applications and ability to learn new software quickly

Job Responsibility

Lead a team and work with Senior Management to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications
Analyze and explain portfolio performance results
Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects
Analyze private equity and hedge fund statements for input into system
Work with clients and partners to resolve data issues
Develop and strengthen client relationships through client on-boarding, client account setup and training, day-to-day support, and issue management
Maintain software maintenance and setup through system configuration, new client setup and financial account and asset set-up and classification, data feed management
Create custom reports based on client-specific needs and Liaise with the vendor partners for enhancements, and system and data issues
Establish operational effectiveness through the development and adoption of policies, procedures, and controls

What we offer

Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)

Fulltime

Team Lead, Managed Services Client Delivery

The Team Lead, Managed Services Client Delivery is an entry-level position respo...

Location

India , Bangalore

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Bachelor's degree or equivalent qualification in Information Technology or Business or related field
Relevant ITIL certification preferred
Relevant project management certification (for example, PMP) is preferred
Demonstrated experience in a managed services and/or support services environment
Demonstrated experience in managed services - service delivery and client management
Demonstrated experience in successful delivery of managed services to clients, meeting service level agreements (SLAs) and quality standards
Demonstrated experience in service delivery alignment with contractual agreements and compliance requirements
Demonstrated experience in monitoring contract performance
Demonstrated experience in managing service delivery projects for clients
Demonstrated experience in monitoring and assessing client satisfaction regularly through feedback mechanisms

Job Responsibility

Responsible for client satisfaction by ensuring that services are delivered according to agreed service definitions and Service Level Agreements and other contracts
Oversees the day-to-day delivery of managed services to clients, ensuring adherence to service-level agreements (SLAs) and quality standards
Works closely with cross functional teams to identify methods or purchase and procurement, establishing evaluation criteria, evaluating alternative options and assisting with the decision to select the most appropriate vendor/supplier
Engages proactively and collaboratively with suppliers to resolve incidents, problems or unsatisfactory performance
Cultivates and maintains strong relationships with key clients, serving as the primary point of contact for service-related inquiries, issues, and escalations
Acts as a problem solver, addressing client concerns, resolving issues, and ensuring client satisfaction
Allocates resources effectively to meet client demands, including people, technology, and infrastructure
Identifies potential risks to service delivery and work proactively to mitigate them, ensuring minimal disruption to clients
Reviews all proposals delivered to the client and ensure that growth objectives within the account are in line with the company's overall growth objectives and serve the best interest of the client
Serves as the client's advocate within the organization, ensuring their needs and concerns are addressed promptly and effectively

Fulltime

Team Lead, Client Projects

The Team Lead, Client Projects is an entry level management role, responsible wi...

Location

Singapore , Singapore

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Communication and stakeholder engagement skills at management level (internal and external)
Relevant client implementation project / program management skills
Excellent organizing and planning skills
Excellent attention to detail and accuracy
Excellent interpersonal skills and extremely resourceful
Adaptable with excellent analytical skills
Proactive approach with the ability to work independently and as part of a team
Ability to work under pressure and meet deadlines
Ability to manage conflict using a solution-focused approach
Ability to solve problems creatively

Job Responsibility

Oversees the execution and completion of client implementation projects
Provides budget analysis, labour planning, and coordination of activities between client and company employees
Monitors project completion from initiation through delivery to meet revenue and cost projections
Oversees performance of the installation and client acceptance of capitalized equipment, enterprise software systems, or system integration projects or engagements
Serves as a mediator to internal issues and conflicting priorities for members of cross-functional teams focused on the delivery of new or existing solutions to clients
Creates the project management plan based on requirements and obtain sign off
Tracks standard projects cost to monitor compliance to budget
Develops and manages a detailed client implementation project schedule and work plan
Provides project updates on a consistent basis to various stakeholders about strategy, adjustments, and progress
Utilizes industry best practices, techniques, and standards throughout entire project execution

Fulltime

Client Delivery Lead

Help us use technology to make a big green dent in the universe! Kraken powers s...

Location

United States , New York

Salary:

80000.00 - 150000.00 USD / Year

Chat3D

Expiration Date

Until further notice

Requirements

Experience in a regulated utilities environment is a bonus at mid level
Strong agile delivery experience
Experience of product management and customer journeys
Solid understanding of technology and associated trends
Excellent communications, collaboration and presentation skills
Strong influencing skills and ability to challenge traditional ways of thinking
Experience of working with significant complex delivery pipelines for clients
Patience
Consulting experience is a plus
Regulatory compliance experience is a plus

Job Responsibility

Managing the relationship with client counterparts (often product owners and business owners)
Being the first point of contact for tech development and the escalation and resolution point with customers for specific domain/product issues
Being the knowledge base of how Kraken works and how we deliver Kraken Platform
Triaging incoming requests and communicating client priorities internally
Summarising and articulating client needs, considerations, timelines internally to enable the ongoing development of the Kraken platform
Supporting the engineering team to deliver product features
Challenging the client to think differently about tech development, having full belief in the continuous iteration and deployment approach we have

What we offer

Great medical, dental, and vision insurance options including FSAs
Paid time off
401(k) plan with employer match
Parental leave
Pre-tax commuter benefits
Flexible working environment
Equity Options
Modern office or co-working spaces depending on location

Fulltime

Senior Client Delivery Lead

Help us use technology to make a big green dent in the universe! Kraken powers s...

Location

United States , New York

Salary:

140000.00 - 200000.00 USD / Year

Assessfirst

Expiration Date

Until further notice

Requirements

At senior level we expect relevant domain experience across one of the following areas (Energy, billing systems, CRM, customer journeys, data, DERMS, energy market experience, ERCOT, payments, commercials)
Strong agile delivery experience
Experience of product management and customer journeys
Solid understanding of technology and associated trends
Excellent communications, collaboration and presentation skills
Strong influencing skills and ability to challenge traditional ways of thinking
Experience of working with significant complex delivery pipelines for clients
Patience - our clients are undergoing huge transformations that take time and require our understanding
Consulting experience is a plus
Regulatory compliance experience is a plus

Job Responsibility

Managing the relationship with client counterparts (often product owners and business owners)
Being the first point of contact for tech development and the escalation and resolution point with customers for specific domain/product issues
Being the knowledge base of how Kraken works and how we deliver Kraken Platform
Triaging incoming requests and communicating client priorities internally
Summarising and articulating client needs, considerations, timelines internally to enable the ongoing development of the Kraken platform
Supporting the engineering team to deliver product features
Challenging the client to think differently about tech development, having full belief in the continuous iteration and deployment approach we have

What we offer

Great medical, dental, and vision insurance options including FSAs
Paid time off
401(k) plan with employer match
Parental leave. Biological, adoptive and foster parents are all eligible
Pre-tax commuter benefits
Flexible working environment
Equity Options: every Octopus employee owns part of the business
Modern office or co-working spaces depending on location

Fulltime

Client Delivery Lead

As a Client Delivery Lead focused on AI projects, you will play a pivotal role i...

Location

Mexico , Mexico City

Salary:

Not provided

Prolific

Expiration Date

Until further notice

Requirements

Proven experience (3-6 years) managing complex, multi-stakeholder projects or client delivery roles, ideally in Human-in-the-loop (HITL) or AI training
Solid understanding of AI technologies, their applications, and associated challenges, including familiarity with AI/ML training workflows such as data collection, annotation, and validation processes
Strong ability to build and maintain positive client relationships, with exceptional client-facing communication skills
Demonstrated ability to develop and execute strategies aligned with client goals and company objectives
Proficiency in tracking and analyzing project delivery metrics, KPIs, and profitability
Excellent written and verbal communication abilities
Strong problem-solving skills
Proven ability to lead cross-functional teams, align diverse stakeholders, and foster collaboration
Comfortable working in a rapidly changing environment and adapting priorities as needed
Strong organizational and multitasking abilities, with proficiency in project management and collaboration tools (e.g., Notion, Slack, Asana)

Job Responsibility

Define and execute the overall strategy for client projects
Act as the main point of contact (POC) for the client
Work with clients to understand their specific needs and partner with internal teams to deliver tailored solutions
Plan, scope, and coordinate internal resources (e.g., Sales, Operations, Product, and Engineering) across teams
Partner with internal teams to ensure projects meet both client and organizational goals
Track and report on project delivery metrics, including timelines, budgets, and profitability
Establish and maintain project dashboards and performance trackers
Generate actionable insights from project data, providing clients with recommendations to enhance their AI training models and workflows
Continuously evaluate and improve delivery processes
Provide internal and external training sessions on best practices, project execution standards, and Prolific platform capabilities

What we offer

Competitive salary, benefits, and a hybrid working within our impactful, mission-driven culture
Compensation packages for eligible roles include base salary, equity, and benefits
Many roles also include the opportunity to earn a cash variable element, such as a bonus or commission

Fulltime

Client Delivery Lead - Customer Operations

Help us use technology to make a big green dent in the universe! Kraken powers s...

Location

United States , New York

Salary:

65000.00 - 130000.00 USD / Year

Chat3D

Expiration Date

Until further notice

Requirements

Fluent in English (written and spoken)
North American Energy Industry experience
Ability to understand what success looks like for a client
A flair for influencing and natural ability to “sell” different ways of working
Proven experience in building relationships and trust with clients
Right to live and work in the United States

Job Responsibility

Coach leaders on effectively managing the Kraken operating model
Provide continuous support to leaders and team members in their day-to-day activities
Set up key operational processes within the client, including scheduling, skills academy, and functional processes like billing
Deliver leadership development programs and skills academy training to team members
Able to listen and understand the client approach and to flex this to make them feel safe, excited and committed
Understanding the impact of your choice of tone, words and actions when speaking with clients
Be comfortable with change, acknowledging the significant transformation clients are undergoing
Embrace internal movement, travel and varied strategies
Have a focus on detail, a passion for self-learning, and a willingness to experiment
Be curious in helping clients visualize their pain-points and commit to working with them to overcome it

What we offer

Great medical, dental, and vision insurance options including FSAs
Paid time off
401(k) plan with employer match
Parental leave
Pre-tax commuter benefits
Flexible working environment
Equity Options
Modern office or co-working spaces depending on location

Fulltime

Senior Team Lead, Service Delivery Management

The Senior Team Lead in Service Delivery Management at NTT DATA is a pivotal rol...

Location

India , Chennai

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Relevant bachelor’s degree or equivalent in Information Technology or Business Administration or related field
ITIL Certification, such as ITIL Foundation or higher-level certifications
Project Management Professional (PMP) certification desirable
Client Relationship Management certification desirable
Solid demonstrated years of experience in service delivery and/ or related function in a medium to large ICT organization, preferably IT service provider
Solid experience in delivering IT services, managing IT projects, and understanding the IT service lifecycle
Solid experience in managing client relationships, understanding client needs, and ensuring client satisfaction
Moderate level of experience managing and leading a service delivery team and / or related function
Seasoned managed abilities
Ability to establish strong relationships with internal stakeholders and external clients

Job Responsibility

Leads and coaches a team of one or more Service Delivery Specialists
Provides support and guidance to the team
Provides subject matter expertise to the team
Collaborates with internal leadership / stakeholders to set the strategy and direction for the team of Service Delivery Specialists
Fulfils key role and responsibilities of that of a Service Delivery Specialist – depending on regional and / or country requirements
Monitors client satisfaction and identifies service improvement plans to address with immediate service delivery team
Establishes relationships with the relevant teams within the organization whom the Service Delivery Specialists interact with on daily basis
Ensures the team of Service Delivery Specialists have the required tools and resources to successfully service the client needs and requirements
Manages and coordinate the service delivery budget, compile reports and service delivery metrics
Observes the external market by analyzing service delivery management trends and recommend improvements to existing procedures, strategies and policies

Fulltime

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Client Delivery Team Lead

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