Join Our Team

Client Service Business & Implementations Analyst

Houston / Dallas, TX

Siepe is a rapidly-growing, Dallas-based technology services firm, specializing in developing software applications for firms in the asset management and financial services industry. Our mission is to deliver a single source of truth from which investment managers can find strategic, actionable insights to drive competitive advantage and business growth.

Siepe is seeking an experienced individual with strong business acumen to execute a variety of operational and product objectives. As a member of the Siepe team, you will work closely with our product, operations, and support teams to identify operational improvements and product enhancements.  

We are a profitable company and offer competitive compensation and benefits while also providing an opportunity for new team members to take ownership in a small-company environment.


  • Understand client requirements, business concepts, and necessary deliverables at outset of a project
  • Create support jobs utilizing Siepe’s proprietary tools to gather, import, and normalize raw data within database tables that drive the client-facing application
  • Participate in project post-mortems to identify improvements to streamline future implementations
  • Work with organizational leaders to set outlines for project budgets, timelines, and service delivery 
  • Work with internal and external clients from project initiation through completion, which encompasses the planning, organizing, and management of resources to bring about the successful completion of specific projects goals and objectives  
  • Develop and monitor schedules to ensure that projects are completed within established deadlines
  • Identify project risks and mitigation strategies and communicate status and risk issues to stakeholders 
  • Lead status meetings, track and maintain detailed issues and risks lists, and prepare appropriate project meeting notes and status reports
  • Interface with all levels of business and technical management staff, as well as project teams to facilitate issue resolution and the resolution of competing priorities
  • Monitor and manage team progress to ensure that project objectives, scope, timelines, and budgets are met
  • Order and track equipment as needed to support clients and project


  • Technically-minded, able to break down lengthy/complex processes into smaller steps while also understanding how each relates to the overall data workflow
  • Bachelor’s degree in Accounting, Finance, MIS, Computer Science, Engineering, or related analytical field
  • 5 + years of relevant work experience 
  • US Citizen or Permanent Resident eligible to work in the US without sponsorship

Desired Skills

  • Extensive knowledge of all asset class transactions and payment requirements 
  • Extensive knowledge of the Loan Settlements process and platforms  
  • Proficiency in Microsoft Office products with advanced knowledge of Excel 
  • Ability to manage multiple tactical and strategic project initiatives 
  • Ability to prioritize project requests from business and technical teams  
  • Ability to protect project scope/budget and set expectations with the customer 
  • Must possess strong interpersonal, communication, and leadership skills with a focus on high-quality customer service 
  • Highly positive, collaborative, and problem-solving attitude
  • Ability to coordinate initiatives efficiently and to multitask when leading multiple simultaneous initiatives
  • Proven ability to adapt to changing environments and possess excellent analytical and exception resolution methods 
  • Great organizational skills and detail-oriented
  • Excellent communication (oral/written) / interpersonal skills with a strong ability to build relationships and lead meetings
  • Comfort taking a leadership stance
  • Complies and enforces standard policies and procedures 
  • Promote knowledge sharing and development 


  • Comprehensive Benefits Package
  • Paid Holidays & Vacation
  • 401k Match
  • Bonus Opportunities
  • Learning & Development Program
  • Referral Program
  • Daily Catered Lunches
  • Monthly Celebrations
  • Quarterly Offsite Events
  • Holiday Parties

Join Us!

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