Implementation Specialist
Core
Own end-to-end onboarding for new clients, guiding them from scoping and project kickoff through go-live, configuring the LevPro platform around client workflows, managing data migrations, and training users.
Role type
Senior IC Implementation Specialist (Fintech/SaaS)
Builds
LevPro platform (Research Management, Trading Tools/OMS, Portfolio Management, Compliance) for leveraged credit asset managers
Domain
Fintech / Leveraged Credit / Fixed Income
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Client-facing software implementation, Project management, Data tools (Excel), AI model usage (Claude, ChatGPT), System configuration, Third-party integration testing, User training, Documentation creation, Troubleshooting
Preferred skills
Experience in Leveraged Credit / Fixed Income, Fintech or SaaS background, Ability to translate technical concepts for non-technical stakeholders
Technologies
LevPro, Excel, Claude, ChatGPT
Responsibilities
Own end-to-end onboarding for new clients from scoping to go-live, Translate client workflows into system configuration, Coordinate and test third-party integrations, Lead training sessions and build documentation, Troubleshoot and resolve client issues, Partner with sales for seamless handoff, Identify opportunities to improve implementation tools and products
Seniority
Mid-Senior, hands-on IC
