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Experience Level
Senior Level Manager
About the job
dualentry is hiring a Director of ERP Implementations in New York City. This leadership position manages the full lifecycle of ERP projects for clients, with a focus on operational efficiency and aligning technology with business needs.
Key Responsibilities
Guide a team of ERP specialists through each stage of implementation, from planning to rollout.
Coordinate with cross-functional departments to allocate resources and keep projects on track.
Collaborate directly with clients to understand their goals and adapt ERP solutions to their workflows.
Use strategic thinking to spot areas for process improvement and introduce new approaches within client organizations.
Prioritize delivering clear value and strong results for customers.
Who Thrives Here
This role suits leaders with experience in ERP project management who enjoy working closely with both internal teams and clients. Success comes from strong communication, a focus on outcomes, and the ability to adapt solutions to varied business needs.
dualentry is hiring a Director of ERP Implementations in New York City. This leadership position manages the full lifecycle of ERP projects for clients, with a focus on operational efficiency and aligning technology with business needs. Key Responsibilities Guide a team of ERP specialists through each stage of implementation, from planning to rollout. Coordi…
About MoabMoab is revolutionizing the equipment dealer and rental industry by developing a comprehensive, modern software platform tailored for equipment dealers and rental businesses. As a venture-backed startup, we aim to disrupt a long-underserved market dominated by outdated solutions dating back to the 1980s and 1990s.Our goal is to connect all participants in the equipment ecosystem—those who sell, buy, rent, service, or utilize equipment. We are starting with a new system of record for equipment rental businesses, designed to enhance back-office efficiency and boost front-office revenue.At Moab, we pride ourselves on our small, dynamic team of passionate professionals. We are looking for team members who are not only willing to take on hands-on tasks but who can also think creatively about broader strategies. If you thrive in a collaborative environment and are eager to make a tangible impact for our customers and the business, you will find ample opportunities for career growth in our meritocratic culture, which emphasizes individual and team development.About the RoleThe Implementation Manager will play a critical role in overseeing the complete training and implementation processes that allow Moab to onboard new customers effectively. We are seeking a proactive individual to lead training initiatives, manage implementations, and ensure customer success at ground level.This position requires balancing rapid execution with structured processes to meet aggressive growth and efficiency goals. You will often be expected to perform at the level of someone two ranks above you (such as meeting with CEOs) as well as below (like handling customer support inquiries). This role is tailored for those who are driven to take action.What You’ll DoDesign and deliver both virtual and in-person training sessions for new customers.Travel 10-50% of the time, depending on the month.Oversee and facilitate user training and support throughout the implementation lifecycle.Simultaneously manage multiple implementation phases.Create comprehensive training and implementation plans, coordinating virtual and in-person sessions with customers.Build strong relationships with customers, ensuring their success during the onboarding process.
About BleeAt Blee, we are revolutionizing traditional workflows that typically rely on spreadsheets and emails by introducing AI-driven software that enhances organizational collaboration to achieve compliance requirements more efficiently and transparently. We are proud to support thousands of active users from numerous enterprise-level clients on both pledged and paid long-term contracts. Our leadership team comprises professionals from prestigious organizations such as Adobe, Chime, PayPal, AWS, Wachtell, Harvard Law, and Columbia Law.We have developed the first platform designed to address the unique challenges our customers encounter from start to finish. The ideal candidate for Blee will not only be a natural problem solver but will also relish the opportunity to uncover the specific needs of our users, many of whom are experiencing a product like Blee for the first time.Our team operates from our downtown San Francisco office, with an additional location opening soon in New York City, while the majority of our staff is distributed between the Bay Area and NYC.The RoleWe are seeking an Implementation Manager who thrives at the intersection of technical complexities and customer relations. You will be responsible for overseeing end-to-end enterprise implementations from the signed contract to the platform go-live, collaborating closely with legal and marketing teams at some of the world's largest organizations.What You'll DoOwn complete enterprise implementations – Manage the process from contract signing to platform launch for legal and marketing teams.Conduct stakeholder mapping – Identify executive sponsors, key users, potential blockers, and champions within each client's organization.Build and manage implementation project plans – Establish milestones, assign owners, and set a weekly status cadence.Scope and sequence deployment – Determine the order of rollout across departments, regions, and use cases.Coordinate technical integrations – Oversee SSO, data flow configuration, API setup, and security reviews in collaboration with customer IT teams.Navigate organizational dynamics – Manage competing priorities among stakeholders to unblock implementation milestones and sustain project momentum.Create implementation-specific documentation – Develop configuration documents, initial training materials, and runbooks to support the rollout process.
Revolutionize Banking Customer ExperiencesAt Prelim, we're transforming the way financial institutions onboard and engage with their customers. Our innovative platform is at the forefront of banking operations, supporting a wide range of clients from local community banks to the largest financial entities globally. As a rapidly expanding, remote-first startup, we are driven by a clear mission: to make banking accessible to all.Your Role in Our MissionWe are seeking a dynamic Implementation Associate to join our expanding team. In this pivotal role, you will play a key part in helping banks launch and enhance their digital banking solutions. This hands-on position involves configuring banking workflows, cultivating client relationships, and making a direct impact on the banking experiences of millions.As an Implementation Associate, you will connect our robust platform with our clients' objectives, translating intricate banking needs into streamlined digital solutions.Key ResponsibilitiesConfigure and tailor banking workflows, including account openings, onboarding, maintenance, and lending applications via our no-code platform.Design forms, implement integrations, and establish business rules to adhere to specific regulatory and operational standards.Lead client meetings and oversee multiple simultaneous implementations under tight deadlines.Manage intricate, high-stakes projects that enhance essential banking services, such as account onboarding, customer management, treasury services, and lending operations.Act as a trusted advisor to clients, empowering them to maximize the potential of Prelim's platform to streamline processes and achieve significant business results.Provide valuable insights and feedback to product teams, contributing to the continuous improvement and innovation of our platform.Build and nurture strong relationships with banking executives and operations teams across various client organizations.What We SeekExceptional problem-solving abilities with a keen eye for detail.Proficiency in a scripting language.Strong communication skills—ability to convey technical concepts to non-technical stakeholders effectively.Capability to juggle multiple projects and excel in high-pressure environments.A collaborative mindset and a passion for enhancing banking experiences.
As an Implementation Manager at Asana, you will play a pivotal role in driving the successful adoption of our platform among clients. You'll leverage your project management skills to guide teams in implementing Asana's solutions effectively, ensuring clients achieve their desired outcomes. This role offers the opportunity to work closely with cross-functional teams and contribute to the overall success of our client relationships.
Join our dynamic team as an Implementation Associate at via, where you will play a crucial role in ensuring the seamless deployment and integration of our innovative transportation solutions. In this position, you will collaborate with cross-functional teams to deliver exceptional service to our clients and assist in the optimization of our operational processes.
Join Point72 as a Strategic Implementation Specialist, where you will play a pivotal role in driving strategic initiatives across our organization. You will collaborate with cross-functional teams to ensure the successful implementation of business strategies, optimizing processes to enhance operational efficiency.
Are you an experienced leader in enterprise implementation looking to make a significant impact? At Camber, we are seeking an Enterprise Implementation Lead to spearhead our ambitious projects and drive transformation initiatives.In this role, you will collaborate with cross-functional teams to develop and implement strategic solutions that enhance our enterprise operations. Your leadership will be instrumental in ensuring successful project delivery, fostering innovation, and elevating client satisfaction.
About HightouchHightouch is an innovative AI platform designed for marketing and growth teams. Our advanced AI agents revolutionize marketing workflows, empowering marketers to swiftly create content, strategize campaigns, and execute plans with remarkable speed and effectiveness.Positioned at the forefront of two significant technological advancements—large language models (LLMs) and agentic AI, alongside the swift adoption of cloud data warehouses such as Snowflake and Databricks—Hightouch has emerged as a leader in AI marketing. We proudly collaborate with renowned industry players like Domino’s, Chime, Spotify, Ramp, Whoop, Grammarly, and over 1000 others.Our focus is on delivering substantial value to our customers. We tackle challenges through first-principles thinking, prioritize efficiency, and foster a culture of compassion and kindness within our team. We seek individuals who are effective communicators, possess a growth mindset, and are driven and persistent in achieving success.About The RoleAs the Manager of Implementation Management, you will spearhead a talented team of Implementation Managers who play a critical role in customer onboarding at Hightouch. Your team will collaborate closely with customer stakeholders and internal partners to translate business needs into dependable technical solutions by designing appropriate strategies, configuring integrations, and guiding customers through the onboarding journey. Throughout this process, Implementation Managers will act as trusted technical partners, coordinating cross-functional efforts, navigating complexities, and eliminating obstacles, enabling customers to derive value promptly and confidently.You will be responsible for ensuring the quality, consistency, and reliability of customer implementations. This includes developing and scaling a high-performing team, establishing clear delivery standards, and guaranteeing that customers quickly and reliably experience the benefits of the Hightouch platform.This hands-on leadership position blends team management with profound technical knowledge. You will actively engage in solution design reviews, guide your team through intricate technical challenges, and lead critical escalations when necessary. You’ll collaborate closely with Customer Success, Product, and Engineering teams to identify systemic delivery issues and customer insights that can drive product and process enhancements.
Our VisionAt Omnea, we are transforming the landscape of enterprise operations, addressing the most challenging aspects of procurement. Our goal is to eliminate the tedious processes that can extend over months, involve over 50 emails, and necessitate the engagement of Finance, Legal, Security, and IT just to secure approval for a single purchase.Having successfully raised $75 million from Khosla Ventures, Insight Partners, and Accel, we are poised to revolutionize this space. Our advanced AI-driven platform seamlessly connects every participant, step, and system to ensure that the purchasing process is swift, secure, and effective — all managed from a single interface that allows for easy requests, automated approvals and renewals, real-time supplier risk assessments, and comprehensive visibility into spending.With a potential market exceeding $7 billion, our rapid growth reflects the immense opportunity available: we have achieved a tenfold increase in ARR to double-digit millions within just 18 months and are trusted by esteemed global enterprises such as Spotify, MongoDB, Monzo, and Albertsons. Additionally, we proudly stand as the 4th fastest growing startup in Europe.Our team brings invaluable experience from scaling Tessian (a cybersecurity technology company, backed by Sequoia, Balderton, Accel, and acquired post-Series C). We are composed of former founders and operators who have successfully developed unicorns and delivered world-class products. You will collaborate with esteemed leaders like Ben, Abs, Sabrina, and Rebe.Position OverviewWe are seeking an outstanding Solutions Architect to become a vital part of Omnea’s customer team. This role is perfect for individuals eager to deploy innovative products, establish functions, and experience an accelerated career growth trajectory.As the owner of the deployment of the Omnea platform, you will oversee key strategic modules, features, and integrations, offering expert advice on the optimal solutions that provide substantial value to our customers. You will drive the implementation process, acting as an extension of the customer’s team and ensuring a deep understanding of the product. Your role will involve collaboration across various business teams (both technical and commercial) to maintain a focus on Customer Centricity.
About RebarAt Rebar, we are pioneering a revolutionary operating system tailored for commercial HVAC, electrical, and plumbing suppliers and subcontractors. Our innovative quoting product has achieved remarkable growth, completing thousands of quotes weekly, and doubling our revenue just six weeks into 2026. With the backing of a $14M Series A from top construction technology investors, we are embarking on an exciting growth phase and are in search of a Client Experience Leader to elevate our Client Success initiatives.You will collaborate directly with the Client Success, Product, and Sales teams to enhance the onboarding experience for both new and existing clients. We are on a mission to transform the $250 billion HVAC industry with our AI-native software, bringing modern tools to an industry that has seen little innovation. This is an exceptional opportunity to join us at the forefront of this change.The RoleWith a strong product-market fit established, we are now scaling our client onboarding processes for more complex implementations as our software and client base expand. We are seeking a Director of Implementation & Onboarding to help redefine this essential function.You will oversee the entire implementation process, ensuring that clients are operational as swiftly as possible, tailored to their specific needs. This role entails developing repeatable processes and playbooks while leading a team that delivers thoughtful and consultative implementations, adapting to each client's unique operations and driving meaningful results.Leading a team of Implementation Managers with deep mechanical engineering expertise, you will balance structure with the necessary flexibility to meet client needs. Collaborating closely with Client Success, Product, Sales, and Engineering, you will work to eliminate obstacles and scale onboarding as we grow.What You’ll DoOversee and expand the end-to-end implementation and onboarding function.Develop and implement repeatable workflows, playbooks, training programs, and systems while accommodating highly customized client implementations.Define and operationalize onboarding across areas such as organizational setup, workflow design, product configuration, and user training.Lead and nurture a team of onsite and remote Implementation Managers.Coach domain experts and translate their insights into scalable processes.Collaborate with Sales and Client Success on handoffs and implementation scoping.Work closely with Product and Engineering to identify and resolve friction points, ensuring a seamless onboarding experience.
Full-time|On-site|Tarrytown, New York, United States
We are looking for a skilled Dotmatics Technical & Implementation Consultant to act as the primary technical expert for Dotmatics deployments. This hands-on role requires close collaboration with an offshore project lead while independently managing technical tasks assigned by offshore teams. The consultant will be responsible for converting intricate scientific and business needs into scalable solutions, ensuring top-notch implementations, and addressing operational requirements during EST timezone. Although this position is not a project lead, it holds substantial responsibility for ensuring solution quality, making informed technical decisions, and instilling stakeholder confidence.Key Responsibilities:Exhibit deep practical knowledge in Dotmatics configuration, customization, and troubleshooting, gained through hands-on implementation and reverse engineering.Demonstrate strong backend and database capabilities, including:Writing and optimizing intricate SQL queries.Developing and maintaining sophisticated PL/SQL procedures.Design and review database structures, focusing on:Optimal table design and normalization.Creating ERDs, and establishing primary and foreign key relationships.Making informed data-modeling decisions aligned with functional and performance objectives.Transform business and scientific requirements into technically robust and scalable solutions.Evaluate and validate technical implementations to ensure compliance with best practices and long-term sustainability.Serve as the onsite technical authority for Dotmatics-related design and implementation decisions, as well as addressing EST timezone incidents alongside the run team lead.Capably undertake tasks independently without relying on knowledge transfers to initiate work.Interpersonal & Collaboration Skills:Work in close coordination with the offshore lead to ensure alignment on technical designs, scopes, and delivery expectations.Provide technical guidance, reviews, and clarifications to offshore team members to facilitate effective execution.Collaborate with Subject Matter Experts (SBAs), internal teams, and customer stakeholders to refine and validate requirements.Support customer discussions from a technical and solution-oriented perspective while recognizing that the offshore lead manages overall customer communication and project delivery.Soft Skills & Professional Approach:Possess a strong problem-solving mindset aimed at identifying the most suitable solution rather than following requirements blindly.Be willing to challenge assumptions—both internal and external—to ensure high-quality outcomes.Exhibit clear, concise, and assertive communication skills in both written and verbal interactions.Effectively explain complex technical concepts to non-technical stakeholders.Demonstrate a high sense of ownership and responsibility.
Full-time|$140K/yr - $180K/yr|Remote|Remote (North America)
About HightouchHightouch is a cutting-edge AI platform designed for marketing and growth teams. Our innovative AI agents revolutionize marketing workflows, empowering marketers to rapidly create content, strategize campaigns, and execute initiatives with remarkable speed and effectiveness.We are uniquely positioned at the convergence of two pivotal technological advancements: the rise of large language models (LLMs) and agentic AI, alongside the rapid adoption of cloud data warehouses such as Snowflake and Databricks. Capitalizing on these trends, Hightouch has established itself as a leader in AI-driven marketing, collaborating with major industry players like Domino’s, Chime, Spotify, Ramp, Whoop, Grammarly, and over 1000 others.Our team is dedicated to making a significant impact for our clients. We tackle challenges using first-principles thinking, operate with agility and efficiency, and uphold a culture of compassion and kindness. We seek team members who excel in communication, possess a growth mindset, and demonstrate determination in achieving our objectives.About The RoleAs an Implementation Manager, you will be pivotal in driving successful implementations at Hightouch. Collaborating closely with Technical Architects, you will take ownership of the entire implementation and enablement lifecycle for our Mid-Market and Enterprise customers. Your primary responsibility will involve executing the technical aspects of customer onboarding, ensuring a seamless integration of Hightouch into clients' existing data infrastructures, all while partnering with the Technical Architect overseeing the overall customer experience.In this capacity, you will serve as the product specialist who translates complex customer requirements into actionable implementation strategies. You should have an innate ability to articulate technical concepts clearly to both data engineering teams and business stakeholders. As the lead for the implementation lifecycle, your focus will be on creating repeatable, efficient processes that can scale across our customer base while remaining adaptable to meet unique enterprise needs.What You’ll DoManage the onboarding process for clients, collaborating closely with Technical Architects to ensure alignment between technical execution and customer success objectives.Design and refine implementation frameworks that can scale across various customer segments while accommodating specific enterprise requirements.Lead technical discovery sessions and implementation workshops, partnering with customer data engineering teams and business stakeholders.Create and uphold detailed technical documentation for implementations, including integration specifications, data models, and more.
Join Our Dynamic Team at ArchArch is a cutting-edge Series B financial technology company dedicated to streamlining the management of private investments. Our platform enhances accessibility, comprehension, and the overall investing experience across various asset classes.With private investments—such as venture capital, hedge funds, and private equity—constituting approximately 25% of the investment landscape, we recognize the challenges faced by investors, advisors, banks, families, and fund managers who often rely on cumbersome spreadsheets, scattered file systems, and overflowing email inboxes. This process is not only tedious but also prone to errors, inconsistent reporting, and lost data. That’s where Arch comes in.Our platform consolidates standardized data, documents, and insights, eliminating the need to navigate countless portals. We are committed to saving investors time while empowering them to make informed decisions that lead to superior financial outcomes.As a rapidly growing team of over 200 professionals serving more than 400 clients—including some of the nation’s largest banks and financial institutions—we have consistently doubled our company size each year since our inception. We are excited to expand our team across all departments as we continue to scale.Position Overview: Manager, Client ImplementationsWe are seeking a talented Manager to lead our Client Implementation team. In this role, you will be responsible for building a high-performing team and overseeing enterprise-level implementations. Your responsibilities will include managing high-visibility projects, developing talent through clear objectives and coaching, and ensuring cross-functional collaboration to achieve measurable client outcomes.Key Responsibilities:Lead and mentor a team of Client Implementation Specialists and Operations Associates, establishing clear goals and fostering a collaborative, results-driven culture.Oversee the implementation of Arch for large enterprise clients, ensuring that deployments are customized to meet client objectives in coordination with internal and external teams.Collaborate closely with Sales, Product, and Support teams to align client requirements with product capabilities and project deliverables, ensuring seamless execution and project success.Champion continuous improvement initiatives by identifying opportunities for automation, process optimization, and best practices that enhance efficiency and client satisfaction.Create and manage project plans that translate client needs and timelines into clear milestones, ensuring timely and high-quality delivery.
Location: Our offices are located in New York City (mid-town) and Atlanta, with potential for remote work.About Us:At ClarityPay, we are transforming the point-of-sale credit landscape to enhance merchant value. Our fintech firm, situated in the bustling cities of NYC and Atlanta, specializes in delivering customizable credit solutions to large merchants. We tackle intricate credit challenges with agility, precision, and insightful strategies—leveraging our extensive expertise alongside cutting-edge technology to achieve superior results consistently.Our partners depend on us to elevate their customer service, foster growth, and cultivate loyalty. Our core values shape our actions: we prioritize merchants, embrace data-driven decisions, understand the reasons behind our actions, commit to continuous learning, and collaborate as a cohesive team. This clarity of vision propels our dedication to providing outstanding customer experiences at speed and scale.Role Overview:We are looking for a Client Implementation Director to spearhead the implementation of new and existing partners, encompassing merchants, platforms, and strategic alliances. You will be accountable for managing the complete implementation lifecycle from enrollment to rollout, ensuring our partners are fully operational, compliant, and poised for funding at launch.In this pivotal role, you will act as the main executor with partners and internal stakeholders. Responsibilities include overseeing product configuration, technical integration, operational readiness, risk and compliance adherence, funding workflows, and all tasks necessary to activate a program. This position is essential for scaling ClarityPay’s partner network while ensuring speed, quality, and regulatory compliance.
Join Campfire as a Senior Implementation Manager, where you will lead the execution of strategic initiatives and ensure successful project delivery. You will collaborate with cross-functional teams, manage client relationships, and drive the implementation of innovative solutions. Your expertise will be crucial in optimizing processes and enhancing overall project outcomes.
Full-time|$145.5K/yr - $181.9K/yr|Hybrid|New York, New York, United States
Why join usAt Brex, we are revolutionizing the way companies manage their spending with our AI-driven spend platform. We empower businesses of all sizes, from ambitious startups to established enterprises, to confidently handle their finances through integrated corporate cards, banking solutions, and global payment options. Our intuitive software streamlines travel and expense management, enabling organizations like DoorDash, Flexport, and Compass to gain control over their expenditures, cut costs, and enhance efficiency on a global scale.Joining Brex means pushing your boundaries, challenging conventional thinking, and collaborating with some of the industry's brightest talents. We are dedicated to cultivating a diverse workforce and fostering an inclusive culture where your potential is only limited by your aspirations. We provide you with the necessary tools, resources, and support to elevate your career.Implementation at BrexOur Implementation team is pivotal in transforming new clients into proficient users of the Brex Empower platform. We oversee the onboarding process for businesses transitioning from outdated systems to a modern, employee-centric approach. This multifaceted role requires a blend of customer empathy, project management skills, technical knowledge, process design expertise, and change management capabilities. We take personal responsibility for the long-term success of our clients, ensuring that they are thoroughly equipped to enjoy a lasting partnership with Brex. As strategic advisors, we build trust, tackle challenges with determination, deliver swift results, and collaborate across teams to ensure a smooth adoption experience for our customers.What you’ll doIn the role of Enterprise Implementation Consultant, you will act as a strategic partner for our largest clients, guiding them through a successful implementation of the Brex platform. You will function as a hybrid coach, project manager, and product specialist, focusing on driving product adoption, delivering continuous business value, and assisting clients in transforming their financial workflows.Where you’ll workThis position is based in our New York City office, operating within a hybrid work model that combines the vibrancy of in-office collaboration with the flexibility of remote work. Currently, we require a minimum of two coordinated days in the office each week, specifically Wednesday and Thursday. Starting February 2, 2026, this will increase to three days in the office—Monday, Wednesday, and Thursday. As an additional benefit, you will also have the opportunity to work remotely for up to four weeks each year!ResponsibilitiesLead and manage end-to-end global enterprise implementations and launches, including scoping customer outcomes, developing project plans, and mobilizing resources.
Full-time|Remote|San Francisco, CA, New York, NY, Portland, OR, or Remote within United States
Role Overview Mercury is hiring a Senior Implementation Manager to guide clients as they adopt our financial technology solutions. This role focuses on making sure each implementation runs smoothly and meets client needs from start to finish. What You Will Do Lead clients through the entire implementation process for Mercury’s fintech products Coordinate with teams across the company to ensure projects stay on track Troubleshoot issues and help clients integrate our solutions into their workflows Work to maximize client satisfaction and successful adoption Location This position can be based in San Francisco, CA, New York, NY, Portland, OR, or remote within the United States.
About the RoleWe are seeking an enthusiastic Implementation Manager to lead our customers through the onboarding process and help them achieve initial value swiftly. As the primary customer liaison, you will manage onboarding for a diverse range of clients from small to medium businesses (SMB) to enterprises. You will collaborate closely with our Customer Success, Operations, and Product teams to craft tailored onboarding plans, remove obstacles, and keep each implementation on track. This position is perfect for individuals with a background in consulting, services, or operations who are comfortable engaging in technical discussions, excel in customer-facing roles, and thrive in a dynamic software startup setting.Key ResponsibilitiesManage Customer Onboarding: Oversee the entire onboarding process from kickoff to go-live, ensuring a rapid time-to-first-value.Act as the Customer Advocate: Build strong relationships with stakeholders, conduct status calls, set clear expectations, and communicate effectively about trade-offs.Resolve Blockers: Proactively identify and troubleshoot issues to ensure a smooth onboarding experience.Translate Customer Needs: Convert complex customer workflows into straightforward, actionable requirements for both technical and non-technical teams.Project Management: Effectively manage timelines, risks, dependencies, and stakeholder alignment across multiple accounts simultaneously.Technical and Operational Insight: Understand data flows, integrations, and workflows to diagnose and resolve issues efficiently.Drive Continuous Improvement: Enhance onboarding templates, checklists, and processes; identify patterns to inform product and process innovations.Collaborate with Internal Teams: Work closely with Customer Success, Product, Engineering, and Operations for seamless delivery and handoff post-launch.
Join 9fin as a Client Onboarding & Implementation ManagerAt 9fin, we are revolutionizing the global debt markets with our advanced AI platform. With over $145 trillion in assets, we are committed to transforming fragmented data and manual workflows into streamlined, efficient solutions.Our platform empowers over 300 prestigious institutions worldwide, including leading banks, asset managers, and law firms. As we continue to grow rapidly, we are seeking an innovative Client Onboarding & Implementation Manager to join our Private 9fin team, where you will play a pivotal role in shaping client success.In this dynamic position, you will oversee the client onboarding process, ensuring clients quickly realize the value of our platform. You will serve as a vital link between clients and internal teams, facilitating smooth operations from onboarding to ongoing support.Your Responsibilities:Lead the onboarding process for new clients, ensuring a seamless transition from kickoff to go-live.Develop comprehensive documentation and training materials to enhance the scalability of the onboarding experience.Monitor client engagement with the platform, troubleshoot any issues, and provide hands-on support as needed.
dualentry is hiring a Director of ERP Implementations in New York City. This leadership position manages the full lifecycle of ERP projects for clients, with a focus on operational efficiency and aligning technology with business needs. Key Responsibilities Guide a team of ERP specialists through each stage of implementation, from planning to rollout. Coordi…
About MoabMoab is revolutionizing the equipment dealer and rental industry by developing a comprehensive, modern software platform tailored for equipment dealers and rental businesses. As a venture-backed startup, we aim to disrupt a long-underserved market dominated by outdated solutions dating back to the 1980s and 1990s.Our goal is to connect all participants in the equipment ecosystem—those who sell, buy, rent, service, or utilize equipment. We are starting with a new system of record for equipment rental businesses, designed to enhance back-office efficiency and boost front-office revenue.At Moab, we pride ourselves on our small, dynamic team of passionate professionals. We are looking for team members who are not only willing to take on hands-on tasks but who can also think creatively about broader strategies. If you thrive in a collaborative environment and are eager to make a tangible impact for our customers and the business, you will find ample opportunities for career growth in our meritocratic culture, which emphasizes individual and team development.About the RoleThe Implementation Manager will play a critical role in overseeing the complete training and implementation processes that allow Moab to onboard new customers effectively. We are seeking a proactive individual to lead training initiatives, manage implementations, and ensure customer success at ground level.This position requires balancing rapid execution with structured processes to meet aggressive growth and efficiency goals. You will often be expected to perform at the level of someone two ranks above you (such as meeting with CEOs) as well as below (like handling customer support inquiries). This role is tailored for those who are driven to take action.What You’ll DoDesign and deliver both virtual and in-person training sessions for new customers.Travel 10-50% of the time, depending on the month.Oversee and facilitate user training and support throughout the implementation lifecycle.Simultaneously manage multiple implementation phases.Create comprehensive training and implementation plans, coordinating virtual and in-person sessions with customers.Build strong relationships with customers, ensuring their success during the onboarding process.
About BleeAt Blee, we are revolutionizing traditional workflows that typically rely on spreadsheets and emails by introducing AI-driven software that enhances organizational collaboration to achieve compliance requirements more efficiently and transparently. We are proud to support thousands of active users from numerous enterprise-level clients on both pledged and paid long-term contracts. Our leadership team comprises professionals from prestigious organizations such as Adobe, Chime, PayPal, AWS, Wachtell, Harvard Law, and Columbia Law.We have developed the first platform designed to address the unique challenges our customers encounter from start to finish. The ideal candidate for Blee will not only be a natural problem solver but will also relish the opportunity to uncover the specific needs of our users, many of whom are experiencing a product like Blee for the first time.Our team operates from our downtown San Francisco office, with an additional location opening soon in New York City, while the majority of our staff is distributed between the Bay Area and NYC.The RoleWe are seeking an Implementation Manager who thrives at the intersection of technical complexities and customer relations. You will be responsible for overseeing end-to-end enterprise implementations from the signed contract to the platform go-live, collaborating closely with legal and marketing teams at some of the world's largest organizations.What You'll DoOwn complete enterprise implementations – Manage the process from contract signing to platform launch for legal and marketing teams.Conduct stakeholder mapping – Identify executive sponsors, key users, potential blockers, and champions within each client's organization.Build and manage implementation project plans – Establish milestones, assign owners, and set a weekly status cadence.Scope and sequence deployment – Determine the order of rollout across departments, regions, and use cases.Coordinate technical integrations – Oversee SSO, data flow configuration, API setup, and security reviews in collaboration with customer IT teams.Navigate organizational dynamics – Manage competing priorities among stakeholders to unblock implementation milestones and sustain project momentum.Create implementation-specific documentation – Develop configuration documents, initial training materials, and runbooks to support the rollout process.
Revolutionize Banking Customer ExperiencesAt Prelim, we're transforming the way financial institutions onboard and engage with their customers. Our innovative platform is at the forefront of banking operations, supporting a wide range of clients from local community banks to the largest financial entities globally. As a rapidly expanding, remote-first startup, we are driven by a clear mission: to make banking accessible to all.Your Role in Our MissionWe are seeking a dynamic Implementation Associate to join our expanding team. In this pivotal role, you will play a key part in helping banks launch and enhance their digital banking solutions. This hands-on position involves configuring banking workflows, cultivating client relationships, and making a direct impact on the banking experiences of millions.As an Implementation Associate, you will connect our robust platform with our clients' objectives, translating intricate banking needs into streamlined digital solutions.Key ResponsibilitiesConfigure and tailor banking workflows, including account openings, onboarding, maintenance, and lending applications via our no-code platform.Design forms, implement integrations, and establish business rules to adhere to specific regulatory and operational standards.Lead client meetings and oversee multiple simultaneous implementations under tight deadlines.Manage intricate, high-stakes projects that enhance essential banking services, such as account onboarding, customer management, treasury services, and lending operations.Act as a trusted advisor to clients, empowering them to maximize the potential of Prelim's platform to streamline processes and achieve significant business results.Provide valuable insights and feedback to product teams, contributing to the continuous improvement and innovation of our platform.Build and nurture strong relationships with banking executives and operations teams across various client organizations.What We SeekExceptional problem-solving abilities with a keen eye for detail.Proficiency in a scripting language.Strong communication skills—ability to convey technical concepts to non-technical stakeholders effectively.Capability to juggle multiple projects and excel in high-pressure environments.A collaborative mindset and a passion for enhancing banking experiences.
As an Implementation Manager at Asana, you will play a pivotal role in driving the successful adoption of our platform among clients. You'll leverage your project management skills to guide teams in implementing Asana's solutions effectively, ensuring clients achieve their desired outcomes. This role offers the opportunity to work closely with cross-functional teams and contribute to the overall success of our client relationships.
Join our dynamic team as an Implementation Associate at via, where you will play a crucial role in ensuring the seamless deployment and integration of our innovative transportation solutions. In this position, you will collaborate with cross-functional teams to deliver exceptional service to our clients and assist in the optimization of our operational processes.
Join Point72 as a Strategic Implementation Specialist, where you will play a pivotal role in driving strategic initiatives across our organization. You will collaborate with cross-functional teams to ensure the successful implementation of business strategies, optimizing processes to enhance operational efficiency.
Are you an experienced leader in enterprise implementation looking to make a significant impact? At Camber, we are seeking an Enterprise Implementation Lead to spearhead our ambitious projects and drive transformation initiatives.In this role, you will collaborate with cross-functional teams to develop and implement strategic solutions that enhance our enterprise operations. Your leadership will be instrumental in ensuring successful project delivery, fostering innovation, and elevating client satisfaction.
About HightouchHightouch is an innovative AI platform designed for marketing and growth teams. Our advanced AI agents revolutionize marketing workflows, empowering marketers to swiftly create content, strategize campaigns, and execute plans with remarkable speed and effectiveness.Positioned at the forefront of two significant technological advancements—large language models (LLMs) and agentic AI, alongside the swift adoption of cloud data warehouses such as Snowflake and Databricks—Hightouch has emerged as a leader in AI marketing. We proudly collaborate with renowned industry players like Domino’s, Chime, Spotify, Ramp, Whoop, Grammarly, and over 1000 others.Our focus is on delivering substantial value to our customers. We tackle challenges through first-principles thinking, prioritize efficiency, and foster a culture of compassion and kindness within our team. We seek individuals who are effective communicators, possess a growth mindset, and are driven and persistent in achieving success.About The RoleAs the Manager of Implementation Management, you will spearhead a talented team of Implementation Managers who play a critical role in customer onboarding at Hightouch. Your team will collaborate closely with customer stakeholders and internal partners to translate business needs into dependable technical solutions by designing appropriate strategies, configuring integrations, and guiding customers through the onboarding journey. Throughout this process, Implementation Managers will act as trusted technical partners, coordinating cross-functional efforts, navigating complexities, and eliminating obstacles, enabling customers to derive value promptly and confidently.You will be responsible for ensuring the quality, consistency, and reliability of customer implementations. This includes developing and scaling a high-performing team, establishing clear delivery standards, and guaranteeing that customers quickly and reliably experience the benefits of the Hightouch platform.This hands-on leadership position blends team management with profound technical knowledge. You will actively engage in solution design reviews, guide your team through intricate technical challenges, and lead critical escalations when necessary. You’ll collaborate closely with Customer Success, Product, and Engineering teams to identify systemic delivery issues and customer insights that can drive product and process enhancements.
Our VisionAt Omnea, we are transforming the landscape of enterprise operations, addressing the most challenging aspects of procurement. Our goal is to eliminate the tedious processes that can extend over months, involve over 50 emails, and necessitate the engagement of Finance, Legal, Security, and IT just to secure approval for a single purchase.Having successfully raised $75 million from Khosla Ventures, Insight Partners, and Accel, we are poised to revolutionize this space. Our advanced AI-driven platform seamlessly connects every participant, step, and system to ensure that the purchasing process is swift, secure, and effective — all managed from a single interface that allows for easy requests, automated approvals and renewals, real-time supplier risk assessments, and comprehensive visibility into spending.With a potential market exceeding $7 billion, our rapid growth reflects the immense opportunity available: we have achieved a tenfold increase in ARR to double-digit millions within just 18 months and are trusted by esteemed global enterprises such as Spotify, MongoDB, Monzo, and Albertsons. Additionally, we proudly stand as the 4th fastest growing startup in Europe.Our team brings invaluable experience from scaling Tessian (a cybersecurity technology company, backed by Sequoia, Balderton, Accel, and acquired post-Series C). We are composed of former founders and operators who have successfully developed unicorns and delivered world-class products. You will collaborate with esteemed leaders like Ben, Abs, Sabrina, and Rebe.Position OverviewWe are seeking an outstanding Solutions Architect to become a vital part of Omnea’s customer team. This role is perfect for individuals eager to deploy innovative products, establish functions, and experience an accelerated career growth trajectory.As the owner of the deployment of the Omnea platform, you will oversee key strategic modules, features, and integrations, offering expert advice on the optimal solutions that provide substantial value to our customers. You will drive the implementation process, acting as an extension of the customer’s team and ensuring a deep understanding of the product. Your role will involve collaboration across various business teams (both technical and commercial) to maintain a focus on Customer Centricity.
About RebarAt Rebar, we are pioneering a revolutionary operating system tailored for commercial HVAC, electrical, and plumbing suppliers and subcontractors. Our innovative quoting product has achieved remarkable growth, completing thousands of quotes weekly, and doubling our revenue just six weeks into 2026. With the backing of a $14M Series A from top construction technology investors, we are embarking on an exciting growth phase and are in search of a Client Experience Leader to elevate our Client Success initiatives.You will collaborate directly with the Client Success, Product, and Sales teams to enhance the onboarding experience for both new and existing clients. We are on a mission to transform the $250 billion HVAC industry with our AI-native software, bringing modern tools to an industry that has seen little innovation. This is an exceptional opportunity to join us at the forefront of this change.The RoleWith a strong product-market fit established, we are now scaling our client onboarding processes for more complex implementations as our software and client base expand. We are seeking a Director of Implementation & Onboarding to help redefine this essential function.You will oversee the entire implementation process, ensuring that clients are operational as swiftly as possible, tailored to their specific needs. This role entails developing repeatable processes and playbooks while leading a team that delivers thoughtful and consultative implementations, adapting to each client's unique operations and driving meaningful results.Leading a team of Implementation Managers with deep mechanical engineering expertise, you will balance structure with the necessary flexibility to meet client needs. Collaborating closely with Client Success, Product, Sales, and Engineering, you will work to eliminate obstacles and scale onboarding as we grow.What You’ll DoOversee and expand the end-to-end implementation and onboarding function.Develop and implement repeatable workflows, playbooks, training programs, and systems while accommodating highly customized client implementations.Define and operationalize onboarding across areas such as organizational setup, workflow design, product configuration, and user training.Lead and nurture a team of onsite and remote Implementation Managers.Coach domain experts and translate their insights into scalable processes.Collaborate with Sales and Client Success on handoffs and implementation scoping.Work closely with Product and Engineering to identify and resolve friction points, ensuring a seamless onboarding experience.
Full-time|On-site|Tarrytown, New York, United States
We are looking for a skilled Dotmatics Technical & Implementation Consultant to act as the primary technical expert for Dotmatics deployments. This hands-on role requires close collaboration with an offshore project lead while independently managing technical tasks assigned by offshore teams. The consultant will be responsible for converting intricate scientific and business needs into scalable solutions, ensuring top-notch implementations, and addressing operational requirements during EST timezone. Although this position is not a project lead, it holds substantial responsibility for ensuring solution quality, making informed technical decisions, and instilling stakeholder confidence.Key Responsibilities:Exhibit deep practical knowledge in Dotmatics configuration, customization, and troubleshooting, gained through hands-on implementation and reverse engineering.Demonstrate strong backend and database capabilities, including:Writing and optimizing intricate SQL queries.Developing and maintaining sophisticated PL/SQL procedures.Design and review database structures, focusing on:Optimal table design and normalization.Creating ERDs, and establishing primary and foreign key relationships.Making informed data-modeling decisions aligned with functional and performance objectives.Transform business and scientific requirements into technically robust and scalable solutions.Evaluate and validate technical implementations to ensure compliance with best practices and long-term sustainability.Serve as the onsite technical authority for Dotmatics-related design and implementation decisions, as well as addressing EST timezone incidents alongside the run team lead.Capably undertake tasks independently without relying on knowledge transfers to initiate work.Interpersonal & Collaboration Skills:Work in close coordination with the offshore lead to ensure alignment on technical designs, scopes, and delivery expectations.Provide technical guidance, reviews, and clarifications to offshore team members to facilitate effective execution.Collaborate with Subject Matter Experts (SBAs), internal teams, and customer stakeholders to refine and validate requirements.Support customer discussions from a technical and solution-oriented perspective while recognizing that the offshore lead manages overall customer communication and project delivery.Soft Skills & Professional Approach:Possess a strong problem-solving mindset aimed at identifying the most suitable solution rather than following requirements blindly.Be willing to challenge assumptions—both internal and external—to ensure high-quality outcomes.Exhibit clear, concise, and assertive communication skills in both written and verbal interactions.Effectively explain complex technical concepts to non-technical stakeholders.Demonstrate a high sense of ownership and responsibility.
Full-time|$140K/yr - $180K/yr|Remote|Remote (North America)
About HightouchHightouch is a cutting-edge AI platform designed for marketing and growth teams. Our innovative AI agents revolutionize marketing workflows, empowering marketers to rapidly create content, strategize campaigns, and execute initiatives with remarkable speed and effectiveness.We are uniquely positioned at the convergence of two pivotal technological advancements: the rise of large language models (LLMs) and agentic AI, alongside the rapid adoption of cloud data warehouses such as Snowflake and Databricks. Capitalizing on these trends, Hightouch has established itself as a leader in AI-driven marketing, collaborating with major industry players like Domino’s, Chime, Spotify, Ramp, Whoop, Grammarly, and over 1000 others.Our team is dedicated to making a significant impact for our clients. We tackle challenges using first-principles thinking, operate with agility and efficiency, and uphold a culture of compassion and kindness. We seek team members who excel in communication, possess a growth mindset, and demonstrate determination in achieving our objectives.About The RoleAs an Implementation Manager, you will be pivotal in driving successful implementations at Hightouch. Collaborating closely with Technical Architects, you will take ownership of the entire implementation and enablement lifecycle for our Mid-Market and Enterprise customers. Your primary responsibility will involve executing the technical aspects of customer onboarding, ensuring a seamless integration of Hightouch into clients' existing data infrastructures, all while partnering with the Technical Architect overseeing the overall customer experience.In this capacity, you will serve as the product specialist who translates complex customer requirements into actionable implementation strategies. You should have an innate ability to articulate technical concepts clearly to both data engineering teams and business stakeholders. As the lead for the implementation lifecycle, your focus will be on creating repeatable, efficient processes that can scale across our customer base while remaining adaptable to meet unique enterprise needs.What You’ll DoManage the onboarding process for clients, collaborating closely with Technical Architects to ensure alignment between technical execution and customer success objectives.Design and refine implementation frameworks that can scale across various customer segments while accommodating specific enterprise requirements.Lead technical discovery sessions and implementation workshops, partnering with customer data engineering teams and business stakeholders.Create and uphold detailed technical documentation for implementations, including integration specifications, data models, and more.
Join Our Dynamic Team at ArchArch is a cutting-edge Series B financial technology company dedicated to streamlining the management of private investments. Our platform enhances accessibility, comprehension, and the overall investing experience across various asset classes.With private investments—such as venture capital, hedge funds, and private equity—constituting approximately 25% of the investment landscape, we recognize the challenges faced by investors, advisors, banks, families, and fund managers who often rely on cumbersome spreadsheets, scattered file systems, and overflowing email inboxes. This process is not only tedious but also prone to errors, inconsistent reporting, and lost data. That’s where Arch comes in.Our platform consolidates standardized data, documents, and insights, eliminating the need to navigate countless portals. We are committed to saving investors time while empowering them to make informed decisions that lead to superior financial outcomes.As a rapidly growing team of over 200 professionals serving more than 400 clients—including some of the nation’s largest banks and financial institutions—we have consistently doubled our company size each year since our inception. We are excited to expand our team across all departments as we continue to scale.Position Overview: Manager, Client ImplementationsWe are seeking a talented Manager to lead our Client Implementation team. In this role, you will be responsible for building a high-performing team and overseeing enterprise-level implementations. Your responsibilities will include managing high-visibility projects, developing talent through clear objectives and coaching, and ensuring cross-functional collaboration to achieve measurable client outcomes.Key Responsibilities:Lead and mentor a team of Client Implementation Specialists and Operations Associates, establishing clear goals and fostering a collaborative, results-driven culture.Oversee the implementation of Arch for large enterprise clients, ensuring that deployments are customized to meet client objectives in coordination with internal and external teams.Collaborate closely with Sales, Product, and Support teams to align client requirements with product capabilities and project deliverables, ensuring seamless execution and project success.Champion continuous improvement initiatives by identifying opportunities for automation, process optimization, and best practices that enhance efficiency and client satisfaction.Create and manage project plans that translate client needs and timelines into clear milestones, ensuring timely and high-quality delivery.
Location: Our offices are located in New York City (mid-town) and Atlanta, with potential for remote work.About Us:At ClarityPay, we are transforming the point-of-sale credit landscape to enhance merchant value. Our fintech firm, situated in the bustling cities of NYC and Atlanta, specializes in delivering customizable credit solutions to large merchants. We tackle intricate credit challenges with agility, precision, and insightful strategies—leveraging our extensive expertise alongside cutting-edge technology to achieve superior results consistently.Our partners depend on us to elevate their customer service, foster growth, and cultivate loyalty. Our core values shape our actions: we prioritize merchants, embrace data-driven decisions, understand the reasons behind our actions, commit to continuous learning, and collaborate as a cohesive team. This clarity of vision propels our dedication to providing outstanding customer experiences at speed and scale.Role Overview:We are looking for a Client Implementation Director to spearhead the implementation of new and existing partners, encompassing merchants, platforms, and strategic alliances. You will be accountable for managing the complete implementation lifecycle from enrollment to rollout, ensuring our partners are fully operational, compliant, and poised for funding at launch.In this pivotal role, you will act as the main executor with partners and internal stakeholders. Responsibilities include overseeing product configuration, technical integration, operational readiness, risk and compliance adherence, funding workflows, and all tasks necessary to activate a program. This position is essential for scaling ClarityPay’s partner network while ensuring speed, quality, and regulatory compliance.
Join Campfire as a Senior Implementation Manager, where you will lead the execution of strategic initiatives and ensure successful project delivery. You will collaborate with cross-functional teams, manage client relationships, and drive the implementation of innovative solutions. Your expertise will be crucial in optimizing processes and enhancing overall project outcomes.
Full-time|$145.5K/yr - $181.9K/yr|Hybrid|New York, New York, United States
Why join usAt Brex, we are revolutionizing the way companies manage their spending with our AI-driven spend platform. We empower businesses of all sizes, from ambitious startups to established enterprises, to confidently handle their finances through integrated corporate cards, banking solutions, and global payment options. Our intuitive software streamlines travel and expense management, enabling organizations like DoorDash, Flexport, and Compass to gain control over their expenditures, cut costs, and enhance efficiency on a global scale.Joining Brex means pushing your boundaries, challenging conventional thinking, and collaborating with some of the industry's brightest talents. We are dedicated to cultivating a diverse workforce and fostering an inclusive culture where your potential is only limited by your aspirations. We provide you with the necessary tools, resources, and support to elevate your career.Implementation at BrexOur Implementation team is pivotal in transforming new clients into proficient users of the Brex Empower platform. We oversee the onboarding process for businesses transitioning from outdated systems to a modern, employee-centric approach. This multifaceted role requires a blend of customer empathy, project management skills, technical knowledge, process design expertise, and change management capabilities. We take personal responsibility for the long-term success of our clients, ensuring that they are thoroughly equipped to enjoy a lasting partnership with Brex. As strategic advisors, we build trust, tackle challenges with determination, deliver swift results, and collaborate across teams to ensure a smooth adoption experience for our customers.What you’ll doIn the role of Enterprise Implementation Consultant, you will act as a strategic partner for our largest clients, guiding them through a successful implementation of the Brex platform. You will function as a hybrid coach, project manager, and product specialist, focusing on driving product adoption, delivering continuous business value, and assisting clients in transforming their financial workflows.Where you’ll workThis position is based in our New York City office, operating within a hybrid work model that combines the vibrancy of in-office collaboration with the flexibility of remote work. Currently, we require a minimum of two coordinated days in the office each week, specifically Wednesday and Thursday. Starting February 2, 2026, this will increase to three days in the office—Monday, Wednesday, and Thursday. As an additional benefit, you will also have the opportunity to work remotely for up to four weeks each year!ResponsibilitiesLead and manage end-to-end global enterprise implementations and launches, including scoping customer outcomes, developing project plans, and mobilizing resources.
Full-time|Remote|San Francisco, CA, New York, NY, Portland, OR, or Remote within United States
Role Overview Mercury is hiring a Senior Implementation Manager to guide clients as they adopt our financial technology solutions. This role focuses on making sure each implementation runs smoothly and meets client needs from start to finish. What You Will Do Lead clients through the entire implementation process for Mercury’s fintech products Coordinate with teams across the company to ensure projects stay on track Troubleshoot issues and help clients integrate our solutions into their workflows Work to maximize client satisfaction and successful adoption Location This position can be based in San Francisco, CA, New York, NY, Portland, OR, or remote within the United States.
About the RoleWe are seeking an enthusiastic Implementation Manager to lead our customers through the onboarding process and help them achieve initial value swiftly. As the primary customer liaison, you will manage onboarding for a diverse range of clients from small to medium businesses (SMB) to enterprises. You will collaborate closely with our Customer Success, Operations, and Product teams to craft tailored onboarding plans, remove obstacles, and keep each implementation on track. This position is perfect for individuals with a background in consulting, services, or operations who are comfortable engaging in technical discussions, excel in customer-facing roles, and thrive in a dynamic software startup setting.Key ResponsibilitiesManage Customer Onboarding: Oversee the entire onboarding process from kickoff to go-live, ensuring a rapid time-to-first-value.Act as the Customer Advocate: Build strong relationships with stakeholders, conduct status calls, set clear expectations, and communicate effectively about trade-offs.Resolve Blockers: Proactively identify and troubleshoot issues to ensure a smooth onboarding experience.Translate Customer Needs: Convert complex customer workflows into straightforward, actionable requirements for both technical and non-technical teams.Project Management: Effectively manage timelines, risks, dependencies, and stakeholder alignment across multiple accounts simultaneously.Technical and Operational Insight: Understand data flows, integrations, and workflows to diagnose and resolve issues efficiently.Drive Continuous Improvement: Enhance onboarding templates, checklists, and processes; identify patterns to inform product and process innovations.Collaborate with Internal Teams: Work closely with Customer Success, Product, Engineering, and Operations for seamless delivery and handoff post-launch.
Join 9fin as a Client Onboarding & Implementation ManagerAt 9fin, we are revolutionizing the global debt markets with our advanced AI platform. With over $145 trillion in assets, we are committed to transforming fragmented data and manual workflows into streamlined, efficient solutions.Our platform empowers over 300 prestigious institutions worldwide, including leading banks, asset managers, and law firms. As we continue to grow rapidly, we are seeking an innovative Client Onboarding & Implementation Manager to join our Private 9fin team, where you will play a pivotal role in shaping client success.In this dynamic position, you will oversee the client onboarding process, ensuring clients quickly realize the value of our platform. You will serve as a vital link between clients and internal teams, facilitating smooth operations from onboarding to ongoing support.Your Responsibilities:Lead the onboarding process for new clients, ensuring a seamless transition from kickoff to go-live.Develop comprehensive documentation and training materials to enhance the scalability of the onboarding experience.Monitor client engagement with the platform, troubleshoot any issues, and provide hands-on support as needed.
