Implementation Support Coordinator

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

📋 Description

• Assist a designated team of Implementation Specialists by performing specified administrative and coordination tasks.

• Revise implementation status fields in TaskRay according to guidance and input from Implementation Specialists.

• Manage daily coordination responsibilities and follow up on outstanding items as instructed.

• Direct standard information requests and materials between Implementation Specialists and their support teams.

• Raise issues that fall outside of established procedures to the manager or specialist.

• Dispatch scheduled status updates to Customer Success and Vendor Success Managers utilizing predefined templates.

• Compile weekly or monthly status reports following standard formats.

• Keep implementation records updated in TaskRay and highlight records that remain unupdated beyond expected timeframes.

• Review recorded client calls and internal meetings, and create organized notes using a standard template.

• Prepare meeting materials as directed.

⛳️ Requirements

• Fewer than 1 year of relevant experience.

• No previous experience in financial services or vendor risk management is required.

• No formal occupational training is necessary.

• Willingness to learn company policies and procedures for routine, well-defined tasks.

• Excellent attention to detail and capability to adhere to established processes accurately and consistently.

• Ability to create clear and concise written notes and status updates using established templates and formats.

• Openness to learning software platforms such as TaskRay and Salesforce; prior exposure is not needed.

• Maintain discretion when managing sensitive client risk and compliance information in accordance with confidentiality standards.

🏝️ Benefits

• An enjoyable and dynamic work atmosphere.

• A responsible PTO Plan that meets or exceeds state and local medical and family leave regulations.

• 11 paid holidays.

• Community and social events to foster connection and engagement.

• Mental Health Benefits.

• Medical, Dental, and Vision insurance.

• Company-sponsored Group Life Insurance, as well as Short- and Long-Term Disability coverage.

• Flexible Spending Account & Health Savings Account options.

• Aflac Benefits – including Critical Illness, Cancer Protection, & Hospital Choice.

• Pet Insurance.

• 401 (k) plan with company matching available from Day 1 of employment.

• 2 Paid Volunteer Time Off Days.