SaaS Consultant / Implementation Advisor Private Equity IT Management

SaaS Consultant / Implementation Advisor Private Equity IT Management

New York

Fulltime

$120K - $140K PA

Position Overview

We are seeking a highly skilled SaaS Consultant with expertise in private equity IT management to lead SaaS product implementations, optimize business processes, and drive strategic IT transformations. The ideal candidate will have at least 5 years of experience in private equity and a proven track record of successfully implementing SaaS solutions. This role requires a blend of technical proficiency, business analysis, and project execution skills to ensure seamless SaaS adoption and integration within financial and investment management systems.

Key Responsibilities

1. SaaS Strategy & Advisory

• Consult on best practices for SaaS implementation in private equity IT environments .
• Develop and present strategic roadmaps for integrating SaaS solutions into existing IT infrastructures.
• Identify technology gaps and process improvements to enhance efficiency and effectiveness.

1. SaaS Implementation & Integration

• Lead the end-to-end implementation of SaaS solutions, including installation, configuration, and customization.
• Ensure seamless integration with financial, investment, and portfolio management systems .
• Collaborate with cross-functional teams to align SaaS deployments with business goals .

1. Compliance & Security

• Ensure all SaaS implementations comply with regulatory and security standards in private equity.
• Implement robust security frameworks to safeguard sensitive financial data.

1. Business Analysis & Process Optimization

• Conduct in-depth business analysis to understand client requirements and translate them into technical specifications .
• Identify process inefficiencies and recommend innovative solutions to optimize workflows.
• Work closely with stakeholders to document, analyze, and enhance IT management practices .

1. Project Management & Stakeholder Communication

• Manage multiple SaaS projects simultaneously, ensuring on-time delivery within budget .
• Act as a trusted advisor to private equity firms, facilitating stakeholder engagement and driving change management.
• Provide training and ongoing support to ensure successful SaaS adoption.

Qualifications & Experience

1. Industry & Technical Expertise

• 5 years of experience in private equity IT management, with a strong understanding of investment operations and portfolio management .
• Proven expertise in SaaS implementation and management .
• Knowledge of financial modeling, investment analysis, and IT governance .

1. Business & Analytical Skills

• Strong business analysis skills with the ability to translate complex business needs into technical solutions .
• Experience with process optimization and driving operational efficiencies through SaaS.

1. Compliance & Security Awareness

• Understanding of private equity regulations and compliance requirements .
• Experience implementing data security best practices in SaaS environments.

1. Education & Certifications

• Bachelor s degree in finance, Accounting, or a related field.
• Master s, CA, or MBA in Finance preferred.
• Private Equity Certification (CFA) or equivalent expertise is a plus.