Senior implementation specialist job description

About BNY Mellon

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of Dec. 31, 2021, BNY Mellon had $46.7 trillion in assets under custody and/or administration, and $2.4 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

* Client Onboarding/Transitions/Conversions - Independently onboards clients into the system, opens and closes accounts and handles transitions and conversions to the system.
* Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions.
* Obtains and reviews the appropriate documentation and reference data, and ensures regulatory aspects of AML and KYC are completed prior to opening accounts.
* Ensures all SLAs are met. Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience.
* Provides consultative support of complex situations for internal and external clients.
* Provides leadership and recommendations for onsite client support and training to assist with documentation, quality review and submission of documents.
* Leads project management activities for the onboarding/transition/conversion such as reporting, planning, issue / risk tracking, scheduling, effort estimation and day-to-day tracking, and other project documentation preparation.
* Ensures client receives all necessary training or conducts the training him/herself.
* Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement.
* Maintains a book of clients and ensure that client activity on an account is maintained once an account is opened.
* Leads complex conversion activities related to a mix of complex institutional client relationships requiring the in-depth understanding of custody and accounting processing activities.
* Completes an accurate conversion of data on financial statements for daily, weekly, or monthly valuation clients.
* Reviews control reports to effectively mitigate risks and resolve problems that arise during the conversion process.
* Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client transition/conversion needs are being addressed, and develops processes to ensure communication and alignment across teams.
* Ensures activities meet all compliance, legal and regulatory requirements.
* May facilitate legal negotiation or document review.
* Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment.
* Provides leadership and recommendations for onsite client support and training to assist with documentation, quality review and submission of documents.
* No direct reports.
* Acts as a Team Lead and provides guidance to less experienced colleagues.
* Allocates work to and monitors the work quality of others assigned to the client.
* Leads process improvements based on post-mortem transition analysis.
* May have people management responsibilities in some geographies.
* Responsible for complex, mature and/or global clients or more complex platforms.
* Contributes to the achievement of team and area objectives.

* Bachelors degree or the equivalent combination of education and experience is required.
* Advanced/graduate degree preferred.
* 7-10 years of total work experience preferred.
* FINRA Series 99 required.
* Experience in securities, financial services or client-facing or project management roles preferred.
* Applicable local/regional licenses or certifications as required by the business.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.

Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

Your Impact:

You will function as part of a world class Data Analytics team working directly with retail clients in NA & Canada. The role will focus on supporting data collection, reporting and experimentation practices of the client to drive incremental project initiatives through thought leadership.

Must Have Skills:

Leads initiatives focused on analytics implementation, customization, and automation of data collection processes. Develops cohesive measurement strategies and planning that ensures data collection aligns to client's priorities. Recommends processes for integrating platforms ensuring free flow data between systems.

Have solid analytics implementation experience across the life cycle and digital platforms (including web, responsive and native apps) using Adobe/Google Analytics especially for big retail client's having complex eco-systems (multiple sites/apps, 100s of custom tags, multiple implementation techniques for main site/syndicate sites etc.)

Must be hands-on and work as part of technical analytics team for data framework implementations using (Adobe/Google Analytics, Adobe Target, Google Optimize, Adobe DTM (Adobe Launch), Adobe Mobile SDK)

Design, develop and implement technical tagging requirements for company web, mobile and app platforms. Be able to create SDR and convert it to exact script code to be added on page/app screens or user actions on page.

Develop and perform code modifications, testing and deployment where appropriate

Enhance requirements for digital data layers (event based like ACDL) within company Tag Management solution (Adobe Data Collection, Ensighten, Tealium,)

Ability to write custom scripting, JavaScript, jquery or other coding languages in web environments and tag management tools to accommodate custom tracking requirements

Create and maintain Adobe/Google Analytics JavaScript tags and plugins. Ability to troubleshoot scripting issues on the digital platforms using browser's console and other tools is a must

Participate in clients' QA and deployment processes (Agile methodology, etc.). Hands-on experience with one or more web analytics tools such as Omniture SiteCatalyst and debugging tools like Charles, HTTPWatch or WASP

Thorough knowledge of Analytics Workspace, reporting and admin console in Adobe Analytics. Must be comfortable with advanced segmentation capabilities within Adobe/Google Analytics

Good to Have Skills:

Experience with implementing AEP (Adobe Experience Platform)

Experience with implementing CJA (Customer Journey Analytics)

Experience with implementing GA4 (Google Analytics 4)

Develop, design, and implement scripting for A/B optimization/experimentation (Adobe Target, Monetate, Optimizely)

Configuring and setting up BI dashboards (Tableau / Looker / Power BI)

Experience with Google Big Query and creating data ingestion pipelines from multiple online and offline sources

Experience working with Adobe IO (using APIs to connect to Adobe suite of products programmatically like Adobe Analytics 2.0) through Web UI's (like Swagger) or API clients like Postman

At Owens & Minor, we are a critical part of the healthcare process. As a Fortune 500 company with 50+ facilities across the US and 18,000 teammates in over 90 countries, we provide integrated technologies, products and services across the full continuum of care. Customers-and their patients-are at the heart of what we do.

Our mission is to empower our customers to advance healthcare, and our success starts with our teammates.
Owens & Minor teammate benefits include:

* Medical, dental, and vision insurance, available on first working day
* 401(k), eligibility after 30 days of employment
* Employee stock purchase plan
* Tuition reimbursement
* Development opportunities to grow your career with a global company
* May work remote in US with travel to Richmond, VA as needed*

Summary

Leads the implementation of moderately complex to complex customer/client conversions involving cross functional teams from Owens & Minor and the customer/client; adapts implementation templates to meet specific customer/client needs; identifies and resolves barriers and obstacles to timely completion of implementation projects; acts as implementation subject matter expert in the preparation of responses to proposals. Responsible for developing operational process on each project to compile, quality check and report on O&M and customer/client Key Performance Indicator (KPI) metrics; facilitates on-going customer/client relationships.

Core Responsibilities

* Directs the implementation process for new customers/clients for warehousing, transportation and Order to Cash (O2C) functions. Ensures KPI's are established for business, services and customers/clients. Ensures that Operations has a process to track KPI's on a regular basis and send to both internal and external customers/clients. Works with applicable internal and external teams to improve KPI processes.
* Reviews sales contract and service offering in detail gaining full understanding of project requirements providing refinement and revisions if needed, particularly with regard to technical requirements and potential data interfaces not previously identified.
* Manages project-related tasks, activities and milestones with various teams (internally and externally) to ensure completion; communicates project-related issues Confidential VERSION 1 to external and internal management; identifies and resolves barriers and obstacles to attaining project milestones.
* Participates in potential and existing customer/client calls involving proposals and need assessment development; provides understanding of general project configuration requirements.
* Verifies profitability schedules/scenarios for implementation proposals; works with IT team to ensure process for customer/client billing data to track and automatically bill as designed.
* Direct efforts of implementation teams, customers/clients, vendors and other Owens & Minor partners to ensure successful completion of projects. Manage external relationships with vendors. Responsible for escalation and management of external vendor issues.
* Manage multiple simultaneous customer/client implementation projects on various platforms and technologies. Monitors, communicates and effectively coordinates the concurrent project activities.
* Throughout the project lifecycle, develops recommendations to rationalize customer's business processes and design innovative solutions supporting these processes identifying potential additional service offerings that may be appropriate for the customer.
* Follows standard PM processes to facilitate conversions and employ best practices across teams with an objective to streamline work processes, increase quality, minimize cost, and decrease time to implement. Administers project management processes and tools including issues management, budget management, project planning and tracking, risk and expectations management. Makes recommendations for continuous improvement efforts related to PM processes.
* Provides regular written and verbal project communications/updates of status and issues. Coordinates activities across vendor, end user and internal resources to achieve deliverables as defined in project plans.
* Ensures a high level of customer/client satisfaction regarding activities that are executed across functions. Ensures the delivery of support that is consistent with end user expectations and service level agreements. Responsible to conduct a postproject audit to verify the assumed profit level is being achieved at the 6-month level.
* Partners and aligns with customer/client business objectives by establishing working relationships at individual and department levels with all customer/client partners. Responsible for educating customers/clients on how technology can be leveraged for business value and growth. Identifies practical yet innovative solutions to meet customer/client needs. Facilitates the definition of business process and system requirements for new technology initiatives.
* Manages the creation and/or updates to business and system documentation in accordance with regulatory, financial, legal and/or departmental requirements.
* Maintains professional contacts with other companies, research bodies and equipment manufacturers concerning computer applications and equipment. Keeps abreast of technological changes and innovation in the IT field. Recommends the best practices of other companies for application by O&M.
* Coordinates activities across vendor, end user and internal resources to achieve deliverables as defined in project plans. Identifies and escalates issues or barriers to management as appropriate.
* Responsible for internal and external resource planning and allocation. Monitors day-to-day activities of internal and/or external project team members. Works with team members to refine project plans and set goals and objectives.

Qualifying Experience

* Four-year undergraduate degree. Masters/MBA degree preferred.
* 8+ years of related project management experience in healthcare, distribution, supply chain, logistics or equivalent.
* Strong project management, process management, analytical and financial skills; ability to review and analyze information from multiple sources; ability to work through ambiguity by gathering more data or seeking clarification
* Demonstrated data management skills; excellent PC skills, i.e. Excel, Access, Project, Business Objects, Crystal Reporting or Cognos
* Ability to conduct customer/client needs assessments, identify and ensure compliance with customer/client requirements.
* Ability to communicate, both orally and in writing, with teammates at all levels of the organization; ability to negotiate, influence and persuade.
* Experience with establishing operational standards and metrics is preferred.
* Experience with ERP/Warehouse Management/Transportation Management Systems is preferred
* Up to 50% travel.

#LI-NA1

If you feel this opportunity could be the next step in your career, we encourage you to apply.

Owens & Minor is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, sex, sexual orientation, genetic information, religion, disability, age, status as a veteran, or any other status prohibited by applicable national, federal, state or local law.