Customer Engineer

As a Customer Engineer at Vestmark, your primary responsibilities include executing and delivering client implementations on our Managed Accounts solutions platform, performing technical and functional analyses of implementation requirements, and managing platform configurations. You will also document configurations, develop custom workflows, and communicate effectively with clients about project statuses.

For the Customer Engineer role at Vestmark, you are expected to have experience in professional services or technical consulting, specifically in enterprise software solutions. Key skills include knowledge of software implementation lifecycles, familiarity with SQL and ETL tools, collaborative interpersonal abilities, and strong customer service skills.

Customer Engineers at Vestmark work on various projects related to the implementation of enterprise software solutions. This includes setting up configurations, managing data integration points, and ensuring overall client satisfaction during the implementation process. You may also contribute to the development of custom reports and workflows.

While prior knowledge of investment systems is preferred for the Customer Engineer position at Vestmark, it is not strictly necessary. However, having a background in areas such as Portfolio Management or Trading can certainly enhance your ability to understand client needs and support their implementations.

At Vestmark, the work environment is hybrid and dynamic, allowing for flexibility and collaboration with colleagues across different departments. You will enjoy a supportive, engaging workplace that values diversity and encourages you to contribute creatively.

In your response, focus on specific projects you've worked on, detailing your role in the software installation, configuration, and testing phases. Highlight your ability to manage competing priorities and how you approached any challenges that arose during implementation.

Describe your method for prioritizing tasks, such as assessing urgency and importance, breaking down projects into manageable steps, and communicating with team members to ensure alignment on deadlines. Provide examples to illustrate your approach.

Share specific communication techniques that ensure clients feel informed and engaged. Discuss how you customize your updates based on client preferences and the project's phase, and provide examples from past experiences.

Talk about your approach to conflict resolution, including the importance of remaining calm, assessing the situation, involving the necessary stakeholders, and finding creative solutions. Use examples to substantiate your response.

Mention the specific technologies and tools you have experience with, such as SQL, ETL tools, or MS Windows. Relate how your technical skill set aligns with the responsibilities of the Customer Engineer position.

Provide a detailed account of a project where you played a critical role in its success. Focus on your contributions, the outcomes, and any lessons learned that may apply to the Customer Engineer role.

Discuss your strategy for continuous learning, including the resources you use, how you stay updated with industry trends, and your willingness to apply new knowledge to improve client implementations.

Explain the processes you have in place to check for quality, such as thorough testing protocols, gathering client feedback, and regularly reviewing project goals to ensure they are met throughout the implementation lifecycle.

Share your experience with collaboration across different teams, emphasizing the importance of communication, mutual support, and combining expertise to achieve project goals as a Customer Engineer.

In your response, talk about your enthusiasm for solving complex technical challenges, collaborating with clients, and contributing to a company that values diversity and innovation in its work environment.