Confluence, the investment management industry's leading provider of fully automated data
management solutions, offers FundStation� for performance measurement and Clear Portfolio� for
holdings and financial statement reporting. These products, and Confluence's reporting
services, enable investment management firms to reduce costs and eliminate risk through
automation and consolidation of critical business processes. Our products automate every step
of the process�collection, creation, confirmation, and delivery�for investment product data.

Purpose
The Engagement Manager at Confluence works within the Client Services department and is
responsible for coordinating, planning and managing software implementations.  This person
serves as the primary contact between a client and the implementation team.  They ensure the
final product delivered is of the highest quality and meets or exceeds client expectations. 
Additional responsibilities include mentoring co-workers. This individual works with the
Implementation Team, the Project Management Office and client(s) to define project
tasks/schedules and ensures that associated tasks are completed as planned.  The Engagement
Manager is expected to be an expert on client processes and Confluence processes.
Responsibilities
�         Provide client management expertise from pre to post production for Confluence
clients

Create weekly engagement reports and related reference materials
Assist in troubleshooting client issues
Extensive travel is required
 

Education and Work Experience

Mutual Fund back office operations (fund accounting, fund administration) experience strongly
preferred
Professional field consulting experience and deploying enterprise software solutions
Previous Client Management experience
Project Management experience
Excellent presentation and training skills
Problem analysis and resolution at both a strategic and functional level
Excellent interpersonal and communication skills
Crystal Reports experience a plus
Expertise with all Microsoft Office products, particularly Access, Project and Excel
Bachelor�s degree in business or related field
Professional experience of 3-5 years in software implementations/client management with
experience in Financial Services industry
 
 
 
 
 

 
 
 
 
 
 
 
 
 

 
Contact: 
 
 
Company: Confluence Technologies, Inc. 
Email: [email protected] 
Reference Code: PSC-08-003