Implementation Manager, Financial Services

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

📋 Description

• Take charge of the onboarding and implementation process for major enterprise clients, managing project plans, key milestones, and risk mitigation strategies from the pre-sale handoff through the initial 90 days.

• Act as the primary point of contact during rollouts, conduct regular status meetings, and coordinate resources among Sales, Marketing, Product, and Customer Success teams.

• Monitor metrics such as time to first login, user engagement rates, platform retention, and usage frequency, and collaborate with the account team to act on these insights.

• Collaborate with Sales prior to closing to develop rollout strategies and transition accounts to Account Managers and Customer Success Managers, ensuring a maintenance plan is in place after approximately 90 days.

• Examine adoption trends and identify bottlenecks, converting data into actionable insights for both internal teams and client stakeholders.

• Pinpoint onboarding enhancements, document best practices and standardized procedures, and create scalable processes.

• Cultivate a deep understanding of the product, customer personas, investment motivations, and customer lifecycle mapping.

• Report directly to the Team Lead, Strategic Deployments.

⛳️ Requirements

• A minimum of 4 years in a client-facing onboarding, customer success, or program management position within a B2B SaaS context.

• Experience working with, or within, financial services organizations, including investment banks, hedge funds, private equity companies, and venture capital firms.

• Relevant experience with clients in investment banking and hedge funds is particularly significant.

• Familiarity with change management methodologies that assist client organizations in adopting new tools post-purchase.

• Proficient in project management tools such as Linear, Jira, Asana, or Rocketlane, as well as CRM software like Salesforce.

• Capability to analyze adoption data and generate reports for both internal and external stakeholders.

• Advanced skills in Microsoft Excel or Google Sheets, including the use of pivot tables, complex formulas, and data validation techniques.

• A keen interest in identifying operational inefficiencies and promoting organizational change through scalable processes and documentation.

• Excellent communication skills to engage effectively with senior client stakeholders, including managing directors and partners.

• Must be available to work in the US Eastern or Central Timezones.

🏝️ Benefits

• Performance-based bonus.

• Equity options.

• Comprehensive benefits program.

• Reasonable accommodations for qualified employees with protected disabilities, as required by applicable laws.