Bachelor's degree or equivalent practical experience.
3+ years in project management, software implementation, or technical client delivery.
Experience managing project plans, timelines, risks, and stakeholder communications.
Strong communication and relationship-management skills.
Ability to independently manage projects and escalate risks appropriately.
Understanding of enterprise software implementations and system configurations.
Willingness to travel for client support and migrations.
Responsibilities
Lead client implementations from kickoff through go-live and support.
Develop and maintain project plans, migration schedules, and status reports.
Manage project scope, dependencies, and delivery risks across multiple implementations.
Facilitate project meetings and drive accountability among teams.
Build relationships with client stakeholders across various departments.
Gather business and technical requirements and coordinate system configurations.
Develop cutover plans and support successful migrations.
Benefits
Regional specific competitive benefits
Build your own Benefits (BYOB) perk
Local events, team building, and development opportunities
Full Job Description
Role Description:
Symphony is seeking a client-focused Professional Services Specialist to lead implementations and migrations of Cloud9, our voice trading and collaboration platform, for banks, broker-dealers, asset managers, and hedge funds.
You will manage assigned client implementations from kickoff through go-live and post-launch stabilization, serving as a key liaison between clients and internal teams. You will coordinate business and technical stakeholders to define requirements, manage delivery, validate readiness, and facilitate the transition from legacy trader voice systems to Cloud9.
Responsibilities:
Project Management & Delivery
Lead assigned client implementations from kickoff through go-live, hypercare, and transition to ongoing support.
Develop and maintain project plans, milestones, migration schedules, risk and issue logs, action trackers, and status reports.
Manage project scope, dependencies, competing priorities, and delivery risks across multiple concurrent implementations.
Facilitate project meetings, communicate progress and escalations, and drive accountability across client and internal teams.
Contribute to standardized implementation playbooks, templates, and process improvements.
Client Engagement & Implementation
Build relationships with client stakeholders across trading, technology and operations.
Gather business and technical requirements, understand legacy trading workflows, and coordinate system configuration, connectivity, and integration activities.
Partner with Sales, Product, Engineering, Support, and other teams to resolve issues and deliver successful implementations.
Coordinate user acceptance testing (UAT), production validation, and client sign-off.
Go-Live & Client Enablement
Develop cutover plans, readiness checklists, and contingency procedures to support successful migrations.
Coordinate go-live execution, stakeholder communications, issue triage, and escalation management.
Support hypercare, end-user training, floor-walking, and operational readiness to promote adoption and a smooth transition to ongoing support.
Document lessons learned and identify opportunities to improve delivery quality and efficiency.
Required Qualifications:
Education: Bachelor's degree or equivalent practical experience.
Experience: 3+ years in project management, software implementation, professional services, or technical client delivery.
Client Engagement: Strong communication, presentation, facilitation, and relationship-management skills.
Execution: Ability to independently manage assigned projects, solve problems, and escalate risks appropriately.
Technical Aptitude: Ability to understand enterprise software implementations, system configurations, integrations, and testing.
Organization: Ability to manage multiple projects in a fast-paced, matrixed environment.
Travel & Schedule: Willingness to travel to client locations and support planned migrations and production cutovers outside standard business hours as needed.
Preferred Qualifications
Financial Services: Experience with banks, broker-dealers, asset managers, hedge funds, or other financial services organizations.
Domain Knowledge: Familiarity with trading floor workflows, trader voice systems, or capital markets infrastructure.
Implementation Experience: Experience with enterprise SaaS deployments, platform migrations, UAT, and production cutovers.
Certifications: PMP, CAPM, PRINCE2, CSM, or equivalent certification.
Tools: Familiarity with Jira, Confluence, Microsoft Project, Excel, and Salesforce.
Compensation:
Salary Range: $95,000 - 105,000 base salary per year
Bonus Plan
Benefits and Perks:
Regional specific competitive benefits
Build your own Benefits (BYOB) perk
Local events, team building, and development opportunities
About Symphony
Symphony Communication Services, LLC is a cloud-based messaging and collaboration platform for businesses. Symphony's platform provides secure messaging, voice and video conferencing, and file sharing capabilities. The company's clients include financial institutions, law firms, and other businesses that require secure communication and collaboration tools. Symphony was founded in 2014 and is headquartered in San Francisco, California.
