E-Z Data has been providing innovative software solutions to personal financial advisors since 1986. SmartOffice^®, the company’s web-based CRM solution, is trusted by more than 125,000 financial services professionals worldwide to help streamline operations, improve customer relationships, and increase top-line revenue.

E-Z Data Inc. is seeking a seasoned IT professional for their Implementation and Pro Services group.

Qualified candidates must have 6+ years of IT Business Consulting experience in a consulting and enterprise solution provider environment. Candidate must have experience with defining and discussing detailed business requirements and processes for implementations of smaller and large scale software implementations. He/she has experience to support and consult customers with defining their business process. Furthermore, candidate has been intimately involved in the full lifecycle of an implementation. He/she has experience demonstrating software to business users.

Responsibilities Include:

• Define Detailed Business Requirements and Processes to enable E-Z Data to develop solutions that matches or exceeds customer's expectations
• Develop Business Use Cases. These will be used to create Test Scenarios, Cases and Scripts
• Conduct and Complete Requirement Assessment Studies including Gap Analysis and feasibility studies
• Prepare and Conduct Application Software Demonstrations
• Provide Customers with best practice advice and recommendations
• Assist with creating and maintaining Project Management Plans including risk mitigation, change control, etc
• Assist during Training Workshops
• Being able to recognize risks and issues and take appropriate action
• Communicate with Project Management, Developers and QA testers
• Maintain relationship with customer
• Communicate with several levels within a customer organization
• Excellent communication skills both oral and in writing
• Experience with (enterprise) project implementation strategy, methodology and tools

Technical Experience

• Java-based applications
• Application Development & Integration
• IT Project Management
• Specific experience in CRM, middleware and other enterprise applications

Business Experience

• Ability to assess the size and scope of projects
• Proven track record completing requirement studies, business specifications, test plans, gap analysis, etc. during the sales and implementation life cycle of software implementations
• Ability to understand and recognize customer's business processes and procedures

Industry Experience

• Financial Services—with specific domain knowledge and experience in Insurance; Life, Property and Casualty, Investments, Agents, Brokers
• CRM
• Enterprise Applications

Other

• Proven ability to develop and deliver high quality documentation on time and within budget
• Experience with implementing enterprise wide technology solutions with average solutions sales of $1MM—$3MM and 25-25,000 user rollouts
• Excellent communication skills—must be able to clearly write documents targeted at various audiences (engineering, customers, analysts, management)
• Must be a good communicator and listener, dynamic in personality
• Must be energetic, enthusiastic and creative
• Must be willing to travel as needed 

To apply for this position, please e-mail your resume and salary requirements to jobs@ez-data.com. Also, please include the job position and your name in the subject line of your e-mail.

E-Z Data, Inc. thanks all applicants for their interest but advises that only those selected for an interview will be contacted. E-Z Data, Inc. is an equal opportunity employer.

Principals Only. E-Z Data, Inc. does not accept unsolicited resumes from third-party agencies or individual recruiters.