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Principal - Client Solutioning
Role Details
The Role
Reporting to Head of Client Solutions, the Principal client Solutioning is responsible for leading enterprise customer engagements throughout the entire implementation lifecycle.
Working closely with Sales, Product Management, Engineering, Quality Assurance, Customer Success, and executive customer stakeholders, this role combines solution consulting, business analysis, technical advisory, and project delivery to ensure successful implementation of Traydstream’s SaaS platform.
The Principal client Solution serves as the primary day-to-day customer advisor, translating business requirements into scalable solutions while ensuring projects are delivered on time, within scope, and aligned with customer objectives.
This position requires a strong understanding of enterprise SaaS implementations, Trade Finance operations, cloud technologies, integrations, project management, and stakeholder engagement.
Responsibilities
Client Consulting & Solution Advisory
Lead customer discovery workshops to understand business, operational, and technical requirements.
Analyze existing Trade Finance processes and recommend best-practice solutions.
Advise customers on Traydstream’s platform capabilities, implementation strategy, and solution architecture.
Conduct solution presentations, product demonstrations, and technical workshops.
Build trusted relationships with customer stakeholders throughout the implementation lifecycle.
Act as the primary functional and technical advisor during customer engagements.
Business Analysis
Gather, analyze, and document functional and non-functional requirements.
Produce Business Requirement Documents (BRDs), Functional Specifications (FSDs), workflow diagrams, process maps, and solution documentation.
Translate business requirements into scalable product capabilities.
Conduct GAP analysis and recommend process improvements.
Facilitate requirements workshops and stakeholder interviews.
Maintain complete project documentation throughout delivery.
Project Delivery
Lead implementation projects from initiation through production deployment.
Develop detailed implementation plans, milestones, timelines, and resource schedules.
Monitor project scope, timelines, risks, dependencies, and change requests.
Coordinate activities across Product, Engineering, QA, Customer Success, and external stakeholders.
Facilitate project governance meetings and status reviews.
Prepare executive status reports and delivery dashboards.
Ensure projects are delivered within agreed scope, quality, and timelines.
Support deployment planning and production readiness activities.
Sales & Commercial Support
Support Sales during enterprise opportunities.
Participate in customer presentations and solution demonstrations.
Contribute to RFPs, RFIs, technical questionnaires, and proposal responses.
Assist in implementation planning and effort estimation.
Produce customer-facing solution documentation.
Support commercial discussions from a solution and delivery perspective.
Qualifications
Essential
Bachelor’s Degree in Computer Science, Information Systems, Engineering, Business, or a related discipline.
8–12 years of experience within Professional Services, Technical Consulting, Business Analysis, Solution Delivery, or Enterprise SaaS implementations.
Proven experience leading enterprise customer implementations.
Strong customer-facing consulting experience.
Experience working with enterprise software platforms.
Excellent business analysis and requirements gathering skills.
Excellent stakeholder management skills.
Strong analytical and problem-solving abilities.
Excellent written and verbal communication skills.
Experience managing multiple concurrent customer engagements.
Technical Skills
Enterprise SaaS Platforms
REST APIs
API Integration
Cloud Technologies
Agile & Scrum
Jira / Azure DevOps
UAT
SDLC
Technical Documentation
Solution Design
Process Mapping
Workflow Design
#LI-Remote
Reporting to Head of Client Solutions, the Principal client Solutioning is responsible for leading enterprise customer engagements throughout the entire implementation lifecycle.
Working closely with Sales, Product Management, Engineering, Quality Assurance, Customer Success, and executive customer stakeholders, this role combines solution consulting, business analysis, technical advisory, and project delivery to ensure successful implementation of Traydstream’s SaaS platform.
The Principal client Solution serves as the primary day-to-day customer advisor, translating business requirements into scalable solutions while ensuring projects are delivered on time, within scope, and aligned with customer objectives.
This position requires a strong understanding of enterprise SaaS implementations, Trade Finance operations, cloud technologies, integrations, project management, and stakeholder engagement.
Responsibilities
Client Consulting & Solution Advisory
Lead customer discovery workshops to understand business, operational, and technical requirements.
Analyze existing Trade Finance processes and recommend best-practice solutions.
Advise customers on Traydstream’s platform capabilities, implementation strategy, and solution architecture.
Conduct solution presentations, product demonstrations, and technical workshops.
Build trusted relationships with customer stakeholders throughout the implementation lifecycle.
Act as the primary functional and technical advisor during customer engagements.
Business Analysis
Gather, analyze, and document functional and non-functional requirements.
Produce Business Requirement Documents (BRDs), Functional Specifications (FSDs), workflow diagrams, process maps, and solution documentation.
Translate business requirements into scalable product capabilities.
Conduct GAP analysis and recommend process improvements.
Facilitate requirements workshops and stakeholder interviews.
Maintain complete project documentation throughout delivery.
Project Delivery
Lead implementation projects from initiation through production deployment.
Develop detailed implementation plans, milestones, timelines, and resource schedules.
Monitor project scope, timelines, risks, dependencies, and change requests.
Coordinate activities across Product, Engineering, QA, Customer Success, and external stakeholders.
Facilitate project governance meetings and status reviews.
Prepare executive status reports and delivery dashboards.
Ensure projects are delivered within agreed scope, quality, and timelines.
Support deployment planning and production readiness activities.
Sales & Commercial Support
Support Sales during enterprise opportunities.
Participate in customer presentations and solution demonstrations.
Contribute to RFPs, RFIs, technical questionnaires, and proposal responses.
Assist in implementation planning and effort estimation.
Produce customer-facing solution documentation.
Support commercial discussions from a solution and delivery perspective.
Qualifications
Essential
Bachelor’s Degree in Computer Science, Information Systems, Engineering, Business, or a related discipline.
8–12 years of experience within Professional Services, Technical Consulting, Business Analysis, Solution Delivery, or Enterprise SaaS implementations.
Proven experience leading enterprise customer implementations.
Strong customer-facing consulting experience.
Experience working with enterprise software platforms.
Excellent business analysis and requirements gathering skills.
Excellent stakeholder management skills.
Strong analytical and problem-solving abilities.
Excellent written and verbal communication skills.
Experience managing multiple concurrent customer engagements.
Technical Skills
Enterprise SaaS Platforms
REST APIs
API Integration
Cloud Technologies
Agile & Scrum
Jira / Azure DevOps
UAT
SDLC
Technical Documentation
Solution Design
Process Mapping
Workflow Design
#LI-Remote
Job Overview
India
Remote
Permanent
Client Experience
