• This position is located in our Westlake, OH office but is eligible for a hybrid or fully remote schedule.

• Designs and leads consultative interactions with partners to understand and translate their goals, systems, and processes to determine the appropriate product solution stack to successfully complete onboarding.
• Creates and manages product documentation, solution overviews, onboarding materials, and other assets to support the sales process. Partners with the marketing department to appropriately represent solution stack within written and digital assets.
• Serves as primary lead for implementation and testing efforts with partners, including set-up, configuration, troubleshooting, testing, and release management.
• Evaluates partner needs that fall outside the standard solution stack and/or scope, and assesses integration complexity, architecture constraints, and/or operational needs.
• Documents, monitors, and provides visibility to integration tasks and timelines.
• Conducts regular meetings with partners and internal teams to review project status, identify and resolve issues, and drive ownership and resolution.
• Partners with product managers and owners to provide feedback, features requests to improve the quality of the solution stack.
• Works with the Relationship Management team to transition partner post-go-live.
• Develops and maintains reports that measure the quality and performance of products and partners.
• Assists with financial analysis and budget management of partner opportunities.
• Presents to senior leadership and executive committee updates and reviews of the onboarding pipeline.
• Performs other duties as assigned.

• Associate degree in Business Management, Marketing, or related field preferred; Bachelor’s degree a plus.
• 5 years of experience in software sales, tech software, and/or implementation analyst.
• Banking and financial services experience a plus.

• None Required.

• Ability to compile data and synthesize it into actionable information.
• Proficient with Microsoft Office applications.
• Intermediate experience with APIs and e-commerce.
• Marketing and technical documentation experience a plus.
• Project Management experience a plus.

• Customer Focus.
• Plans & Aligns.
• Optimizes Work Processes.
• Courage.

Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.With an Equity Trust account, clients have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, clients can invest in traditional assets such as stocks and mutual funds – all through a single custodian.As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 45-year* track record of excellence is unmatched in the industry. Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.