The CRPM Implementation Lead is responsible for end-to-end delivery of Charles River Private Markets (CRPM) platform implementations for institutional clients. This role ensures successful onboarding, configuration, testing, and go-live support of CRPM solutions, working closely with cross-functional teams including Data Management, Engineering, Integration Services, and Client Services.

Key Responsibilities:

• Project Leadership: Own the implementation lifecycle from kickoff through post-go-live stabilization, including planning, execution, and stakeholder communication.

• Client Engagement: Serve as the primary point of contact for clients during implementation, ensuring alignment on scope, timelines, and deliverables.

• Solution Configuration: Lead discovery sessions to gather requirements and translate them into CRPM configurations, workflows, and data models.

• Testing & Validation: Oversee UAT planning and execution, ensuring data quality and system functionality meet client expectations.

• Issue Resolution: Coordinate with internal teams to triage and resolve issues, escalating per the CRPM Escalation Matrix when necessary.

• Documentation: Maintain detailed project documentation including Functional Requirements Documents (FRDs), configuration guides, and RACI matrices.

• Training & Handover: Facilitate client training and transition to support teams post-implementation.

• Act as an account manager for post-implementation clients.

• Create analytics metrics wireframes.

• Understand system integration and document that with the client.

• Might need to work on different time zones coverage as per the client time zone

Preferred Experience:

• Experience in enterprise software implementation, preferably in private markets, investment management, or financial services.

• Strong understanding of fund structures, asset management workflows, and data governance principles.

• Proven ability to lead cross-functional teams and manage complex client relationships.

• Familiarity with CRPM or similar platforms (e.g., eFront, Investran, Allvue) is highly desirable.

• Excellent communication, analytical, and problem-solving skills.

• Understanding of Power BI and analytics.

• Basic understanding of Excel modeling and macro.

• Understanding of private markets, real estate, private credit, and finance terms/calculations.

• Familiarity with SaaS and databases.

Preferred Skills:

• Experience with data mastering, system integrations, and reporting tools.

• Proficiency in project management tools (e.g., JIRA, MS Project) and collaboration platforms (e.g., Teams, SharePoint).

Company Culture:

We foster a culture of collaboration, accountability, and innovation. Our teams are empowered to take ownership of their work, encouraged to challenge the status quo, and supported in their professional growth. We value transparency, inclusivity, and a shared commitment to delivering exceptional outcomes for our clients. Whether working onsite or remotely, our people are connected by a strong sense of purpose and a passion for excellence.