CLIENT IMPLEMENTATION MANAGER
2 weeks ago
We're seeking an experienced and talented client implementation manager to join a growing FinTech startup. Our team is rapidly growing and there is ample opportunity to lead and define your role. The successful candidate will work closely with our B2B clients to manage all phases of the implementation lifecycle, from initial onboarding through go-live. You will define our platform architecture for our clients, drive project management, facilitate integrations with our APIs and third-party vendors, and guide and provide assistance to our clients in order to ensure the successful deployment of their marketplace. You will work closely with our team of engineers, product, business development, and Templum's regulated broker dealer to ensure client success.
Primary Responsibilities
- Manage and own the onboarding of B2B clients onto our platform. This includes creation of project plans, status meetings, coordination across various third-party partners, and driving the project to execute by established deadlines
- Own the client relationship during the project onboarding lifecycle
- Manage time and deadlines across multiple entities while balancing several projects/priorities
- Act as a knowledge base for the client regarding technical integrations, API endpoints and requirements, product workflows, and third-party integrations
- Collaborate and assist in creation of processes, resources, and tools to support the implementation and onboarding process for clients
- Work with internal and external stakeholders to understand client needs, challenges, and objectives while providing recommendations for increased adoption of our solutions
- Support the Product team with direct client feedback and recommendations
- Support the upgrade and version control processes of our products and tools in client environments
- Opportunity for growth as the team continues to scale
Preferred Qualifications
- Bachelor's degree or equivalent experience
- 3-5 years of experience in a technical customer facing role (Technical Account Manager, Technical Customer Success Manager, Implementation Manager, Sales Engineer)
- Previous experience training and onboarding clients to a SaaS product
- Understanding and experience with web APIs and software development is strongly preferred
- Experience writing technical documentation, architecture diagrams, and integration plans is strongly preferred
- Strategic thinker that can come up with and clearly communicate practical solutions to complex integration challenges
- Experience and understanding of capital markets, financial services, and trading preferred
- Excellent verbal, written and interpersonal communication skills
- Excellent customer-facing capabilities, with the ability to communicate complex concepts clearly and flexibly to both highly technical and less technical stakeholders
- Thrives in a dynamic, fast-paced, fast-growing work environment
Benefits
- Highly visible role with immense growth potential. You will be working with key stakeholders across the firm in this position
- Remote flexibility
- Competitive compensation package, including medical insurance, 401(K), and flexible PTO policy
We are an equal opportunity employer committed to diversity and inclusiveness.
-
Client Implementation Executive
7 days ago
Boston, MA, United States State Street Corporation Full timeWho we are looking for Qualified applicants should have prior experience managing large programs, and or supporting executive managers as chief of staff particularly in the context of a software business or professional services. Applicants should be at ease leading others with no hierarchical connection and should also be comfortable working in a high...
-
Pershing X, Director, Client Implementations
7 days ago
Pittsburgh, PA, United States BNY Mellon Full timeOverview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top...
-
Implementation Specialist
7 days ago
New York, NY, United States Codat Full timeWhat we do at CodatCodat helps banks build deeper connections with business customers.We offer products that make it easy to access, synchronize and interpret data from customers’ financial software for specific use cases, such as onboarding suppliers to commercial card programs and underwriting business loans.Codat is used by the largest banks in the...
-
Software Implementation Consultant
1 week ago
Buffalo, NY, United States Odoo, Inc. Full timeBusiness Systems Analyst / Software Implementation Consultant- Buffalo* *This is a hybrid (40% remote and 60% onsite) role in Buffalo, NY.* Odoo ERP system is enterprise resource planning software used company-wide for the management of business processes. Odoo provides seamlessly integrated functional business apps called Odoo apps that form an ERP...
-
Manager, Private Client Group
7 days ago
New York, NY, United States Yield Street Full timeAbout the Role Yieldstreet’s Private Client team is focused on supporting high-net-worth individuals and corporate executives interested in investment opportunities offered on Yieldstreet. As a Manager on the PCG Team, you will lead a team of 4-6+ PCG Associates and play a critical role in shaping Yieldstreet's Private Clients' first interactions with the...
-
Professional Services Implementation
7 days ago
Princeton, NJ, United States State Street Corporation Full timeWhat we are looking for Responsible for creating and managing a referenceable client base within their assigned territory. The Implementation Managing Director will manage teams of Consultants at a variety of levels while holding them accountable for the successful implementation of the Charles River Investment Management Solution. In addition, the Director...
-
Vice President, Client Service Manager II
7 days ago
Uniondale, NY, United States BNY Mellon Full timeOverview Vice President, Client Service Manager II Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the...
-
New York, NY, United States Goldman Sachs Full timeMulti-Asset Solutions (MAS) is a multi-asset class investing group that sits within the Asset Management Division at Goldman SachsIt designs and develops comprehensive investment solutions customized to meet the investment objectives and relevant constraints of clientsThese solutions bring together state-of-the-art techniques for multi-asset portfolio design...
-
Implementation Manager
2 weeks ago
New York, NY, United States State Street Bank Full timeWhat we are looking forImplementation Managers/Senior Consultants lead the implementation of the Alpha Data Platform (ADP) within the Charles River Professional Services organization. Their contributions include defining client requirements, configuring and tuning the application to the client’s business and technical needs, training users, testing...
-
New York, NY, United States Goldman Sachs Full timeOPERATIONS Transaction Banking Operations is part of Transaction Banking within Platform SolutionsWe are responsible for building, developing, and supporting Goldman Sachs' Transaction Banking offering that is delivering a range of treasury and cash management products to our corporate client baseTransaction Banking Operations provide essential risk...
-
Client Manager
1 week ago
Bozeman, MT, United States Marsh McLennan Agency-Northwest Full timeThe Job:Marsh McLennan Agency’s Personal Insurance division is looking for a passionate and people-oriented service professional to develop, implement and deliver outstanding insurance and risk management customer service to our clients. Our ideal candidate is adept at providing exceptional customer service and supporting the needs of our clients,...
-
Oracle Implementation Analyst
6 days ago
Purchase, NY, United States Cyber Sphere Full timeWe are seeking a seasoned EDI Analyst with extensive experience in the supply chain industry to join our team. As a Subject Matter Expert (SME), you will play a pivotal role in enterprise IT projects, leveraging your deep knowledge of supply chain logistics to drive successful EDI implementations and integrations. Lead the development and management of...
-
Boston, MA, United States State Street Corporation Full timeWho we are looking for State Street Alpha Data Service (ADS) is the data-as-a-service provider that is the backbone of the Alpha front to back strategy. Combining both technology and service provision to deliver significant data management value to our clients. We're looking for a candidate to become a Client Implementation Lead. Why this role is...
-
AWM-Client Solutions Group-Management
1 day ago
New York, NY, United States Goldman Sachs Full timeAsset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your ownAs part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while...
-
Associate Client Manager
1 week ago
Helena, MT, United States Marsh McLennan Agency-Northwest Full timeThe Job:Marsh McLennan Agency’s Business Insurance team is looking for a passionate and people-oriented customer service professional to develop, implement and deliver outstanding insurance and risk management customer service to our clients. If you’re new to the world of insurance or customer service, this position provides an excellent opportunity for...
-
Manager, Client Services
3 weeks ago
Phoenix, AZ, United States Green Building Initiative, Inc. Full timeSupervisorVP, Programs & ServicesTravel RequirementsClient services managers are required to travel and participate in events where GBI hosts booths and tabletops. These events are throughout the year and efforts are made to spread out assignments between staff members. Travel requirement is estimated at 10-15% or two times per quarter.Supervisory...
-
Tax Manager, Private Client Services
2 weeks ago
New York, NY, United States BDO International Full timeJob Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services...
-
Client Relationship Specialist
3 days ago
Albany, NY, United States Charles Schwab Full timePosition Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service...
-
Princeton, NJ, United States State Street Corporation Full timeWho are we looking for Investran is one of the core fund accounting applications for AIS and covers the following fund and/or structure types PE, FoF, Hybrids and Debts. Investran automates front, middle and back-office processes and covers the entire investment life cycle, from relationship management, reporting, monitoring and accounting to fund raising...
-
New York, NY, United States Goldman Sachs Full timeGoldman Sachs Asset Management (GSAM) is one of the world's leading investment managersWith more than 40,000 professionals worldwide, GSAM provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries and geographiesOur investment teams represent over 1,700 investment professionals,...