Implementation Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Take charge of designated client implementations from the post-sale kickoff phase through training and go-live.

• Oversee timelines, scope, milestones, deliverables, risks, and communication across multiple ongoing projects.

• Create daily and/or weekly status reports and gather client feedback and approvals during the configuration phase.

• Manage Jira boards by prioritizing, assigning, and tracking tickets to ensure deadlines are met.

• Conduct requirements and configuration working sessions independently.

• Comprehend client processes, identify gaps, and clarify underlying needs before suggesting solutions.

• Act as the primary source for client inquiries regarding FUNDINGO functionality and configuration.

• Acquire knowledge, configure, and test FUNDINGO standard functionality, including pages, fields, flows, and layouts.

• Align business requirements with configuration decisions while considering downstream effects.

• Diagnose configuration issues and document escalations for the development teams.

• Draft detailed tickets with requirements and acceptance criteria.

• Assist clients throughout the data conversion and migration process.

• Create training and configuration documentation.

• Identify complex or non-standard requirements and engage the Solutions Consultant as needed.

• Implement Solutions Consultant designs and apply implementation patterns and configuration standards.

• Provide feedback on implementations to enhance products, processes, and templates.

• Log project hours daily and achieve quarterly and annual objectives.

⛳️ Requirements

• 3-5 years of relevant experience in product implementation, business analysis, consulting, technical support, or technical problem-solving.

• Proficiency in Salesforce administration, including the creation of objects, fields, page layouts, and flows.

• Proven track record of managing implementation work through multiple phases, from requirements to go-live.

• Excellent communication and customer relations skills, with a consultative approach to understanding client needs.

• Capability to handle multiple concurrent projects and adapt quickly to changing priorities in a dynamic environment.

• 2+ years of experience in lending (loan origination, servicing, CDFI, or alternative lending) — preferred.

• Background in client services within a B2B/SaaS context — preferred.

• Experience in a Project Lead or Project Management role — preferred.

• Familiarity with data migration processes — preferred.

• Experience with Jira — preferred.

• Must be legally authorized to work in the United States.

• Willingness to undergo a background check in accordance with local laws and regulations.

🏝️ Benefits

• Competitive compensation package based on experience and market standards.

• Full-time position with extensive growth potential as FUNDINGO expands.

• 100% coverage of employee medical and dental premiums.

• 401(k) plan with maximum matching, vested as you contribute.

• 15 paid holidays annually.

• Fully remote work environment with a geographically distributed team.

• Opportunity to collaborate directly with company leadership and gain insights into the broader business.

• Chance to develop a function that can evolve in scope and responsibility.

• Opportunity to influence the operational model of a Salesforce-native lending technology company.