Implementation Manager, Financial Services

Added
2 minutes ago
Type
Full time
Salary
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Related skills

financial services customer success salesforce google sheets project management

πŸ“‹ Description

  • Own the onboarding and rollout program for large enterprise clients.
  • Lead regular status meetings and align resources across teams.
  • Track adoption signals such as time to first login and usage.
  • Partner with Sales to shape the rollout plan before close.
  • Analyze adoption trends and translate data into actionable insights.
  • Document best practices and build scalable onboarding processes.

🎯 Requirements

  • 4+ years in client-facing onboarding or customer success roles.
  • Experience with financial services organizations (investment banking, hedge funds).
  • Familiarity with change management practices for tool adoption.
  • Proficiency in project management tools (Linear, Jira, Asana) and Salesforce.
  • Advanced Excel or Google Sheets skills (pivot tables, formulas).
  • Strong communication skills with senior stakeholders.

🎁 Benefits

  • Performance-based bonus and equity offered.
  • Generous benefits program.
  • Remote work within US.
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