We areseekinga technically skilled client-facing Implementation Engineer to join our post-sales delivery team. This role serves as the technical owner of implementation across a portfolio of clients ensuring seamless configuration integration and onboarding of our enterprise solutions.
The Implementation Engineer will help manage the day-to-day of all client implementations. They will manage the scope deliverables and timeline for client implementations and will be responsible for installing configuring and troubleshooting. They will also act as a trusted technical advisor during the implementation phase providing expert guidance on API usage platform configuration and integration best practices. They must think tactically from client to client. During implementation and long thereafter they will be expected to document communicate and be the expert on client setups and details of the implementation.
This is a consultative and collaborative role requiring strong communication technical fluency and a solutions-driven mindset. While not embedded full-time with any single account the Implementation Engineer will engage in projects as needed to scope support and guide technical implementation efforts.
Key Responsibilities:
Technical Implementation & Integration
Setting up a new client on email infrastructure including collaborating with various client teams (Security Support Engineering) and third parties.
Serve as the technical point of contact during client implementations providing expertise on API usage system configuration and data integration.
Own the configuration and deployment of technical touchpoints between the client and our platform (e.g. authentication data feeds webhooks entitlements etc.).
Troubleshooting issues as needed related to CRM Sync SSO Network / Connectivity or email delivery.
Deliver best-practice recommendations and design scalable technical solutions aligned with client use cases.
Perform professional services (custom data reports) as needed.
Documentation & Enablement
Maintainand evolve API documentation implementation guides and technical onboarding materials.
Create client-facing playbooks and checklists to support technical self-service and consistency across implementations.
Identifygaps in documentation based on client feedback and continuously improve clarity and usability.
Client Engagement & Support
Participatein post-sales handoff to assess technical complexity and advise on resource needs or configuration strategy.
Troubleshoot technical challenges during onboarding and providetimely client-friendly resolutions.
Feedback & Continuous Improvement
Act as the voice of the client to internal teams by capturing recurring feedback and areas for improvement.
Contribute to internal tools and processes that improve implementation velocity and repeatability.
Track implementation milestones and help ensure technical go-lives are achieved on time and with high client satisfaction.
Skills & Qualifications:
3 years in technical implementation solutions engineering or client-facing software delivery
Strongproficiencywith REST APIs web technologies and integration patterns
Working knowledge of email concepts SMTP SPF DNS DKIM and DMARC
Ability to write scripts (e.g. Python Bash) or SQL queries for configuration and testing
Excellent verbal and written communication skills especially in technical documentation
Proven ability to manage multiple concurrent projects and deadlines
Familiarity with enterprise software SaaS platforms and client onboarding processes
Experience working in capital markets or an adjacent industry (nice to have)
About BlueMatrix
BlueMatrix is the go-to solutions provider in the investment research industry. Our SaaS applications are used worldwide by some of the leading investment banks to create distribute and present research content. We pride ourselves on having long-lasting collaborative relationships with our user base and a reputation for going above and beyond.
WHAT WE DO
BlueMatrix develops one-of-a-kind web applications for the authoring distribution and analysis of investment research and for internal knowledge management and digital communications. Our mission is to streamline the publishing process on a global scale.
WHY WORK WITH US
The BlueMatrix team is made up of ambitious and passionate people who have turned technology development and client service into an art. Many have dedicated the majority of their career to growing the BlueMatrix brand and helping shape the investment research locations in New York City Durham London Edinburgh and Timisoara Romania we collaborate across the globe for a unique perspective on the impact of technology in our industry.
You can also count on:
oCompetitive Compensation (based on experience)
oHealth Care Plan
oGenerous Vacation/Personal Days
oGenerous Referral Program
We may use artificial intelligence (AI) tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed please contact us.
Required Experience:
IC
We areseekinga technically skilled client-facing Implementation Engineer to join our post-sales delivery team. This role serves as the technical owner of implementation across a portfolio of clients ensuring seamless configuration integration and onboarding of our enterprise solutions.The Implementa...
We areseekinga technically skilled client-facing Implementation Engineer to join our post-sales delivery team. This role serves as the technical owner of implementation across a portfolio of clients ensuring seamless configuration integration and onboarding of our enterprise solutions.
The Implementation Engineer will help manage the day-to-day of all client implementations. They will manage the scope deliverables and timeline for client implementations and will be responsible for installing configuring and troubleshooting. They will also act as a trusted technical advisor during the implementation phase providing expert guidance on API usage platform configuration and integration best practices. They must think tactically from client to client. During implementation and long thereafter they will be expected to document communicate and be the expert on client setups and details of the implementation.
This is a consultative and collaborative role requiring strong communication technical fluency and a solutions-driven mindset. While not embedded full-time with any single account the Implementation Engineer will engage in projects as needed to scope support and guide technical implementation efforts.
Key Responsibilities:
Technical Implementation & Integration
Setting up a new client on email infrastructure including collaborating with various client teams (Security Support Engineering) and third parties.
Serve as the technical point of contact during client implementations providing expertise on API usage system configuration and data integration.
Own the configuration and deployment of technical touchpoints between the client and our platform (e.g. authentication data feeds webhooks entitlements etc.).
Troubleshooting issues as needed related to CRM Sync SSO Network / Connectivity or email delivery.
Deliver best-practice recommendations and design scalable technical solutions aligned with client use cases.
Perform professional services (custom data reports) as needed.
Documentation & Enablement
Maintainand evolve API documentation implementation guides and technical onboarding materials.
Create client-facing playbooks and checklists to support technical self-service and consistency across implementations.
Identifygaps in documentation based on client feedback and continuously improve clarity and usability.
Client Engagement & Support
Participatein post-sales handoff to assess technical complexity and advise on resource needs or configuration strategy.
Troubleshoot technical challenges during onboarding and providetimely client-friendly resolutions.
Feedback & Continuous Improvement
Act as the voice of the client to internal teams by capturing recurring feedback and areas for improvement.
Contribute to internal tools and processes that improve implementation velocity and repeatability.
Track implementation milestones and help ensure technical go-lives are achieved on time and with high client satisfaction.
Skills & Qualifications:
3 years in technical implementation solutions engineering or client-facing software delivery
Strongproficiencywith REST APIs web technologies and integration patterns
Working knowledge of email concepts SMTP SPF DNS DKIM and DMARC
Ability to write scripts (e.g. Python Bash) or SQL queries for configuration and testing
Excellent verbal and written communication skills especially in technical documentation
Proven ability to manage multiple concurrent projects and deadlines
Familiarity with enterprise software SaaS platforms and client onboarding processes
Experience working in capital markets or an adjacent industry (nice to have)
About BlueMatrix
BlueMatrix is the go-to solutions provider in the investment research industry. Our SaaS applications are used worldwide by some of the leading investment banks to create distribute and present research content. We pride ourselves on having long-lasting collaborative relationships with our user base and a reputation for going above and beyond.
WHAT WE DO
BlueMatrix develops one-of-a-kind web applications for the authoring distribution and analysis of investment research and for internal knowledge management and digital communications. Our mission is to streamline the publishing process on a global scale.
WHY WORK WITH US
The BlueMatrix team is made up of ambitious and passionate people who have turned technology development and client service into an art. Many have dedicated the majority of their career to growing the BlueMatrix brand and helping shape the investment research locations in New York City Durham London Edinburgh and Timisoara Romania we collaborate across the globe for a unique perspective on the impact of technology in our industry.
You can also count on:
oCompetitive Compensation (based on experience)
oHealth Care Plan
oGenerous Vacation/Personal Days
oGenerous Referral Program
We may use artificial intelligence (AI) tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed please contact us.
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