CareerPlan

Implementation & Workflow Specialist

New YorkFull-time$68k2026-10-13 → 2026-11-10
Hybrid

Core

Own end-to-end technical implementation of complex, customizable UI environments and manage large-scale client projects from kickoff to go-live.

Role type

Senior Implementation & Workflow Specialist (Pre-sales & Delivery)

Builds

Customizable UI environments for credit intelligence and data analytics platforms

Domain

Financial Technology / Credit Markets

Required skills

Complex project management, Technical implementation, Proof of Concept (POC) design, Cross-functional collaboration, Client relationship management, Product roadmap input

Preferred skills

Financial services experience, Credit markets knowledge, Ambiguity navigation

Technologies

Customizable UI environments, Data platforms

Responsibilities

Execute end-to-end delivery of highly customizable client implementations, Project manage large-scale mission-critical client engagements, Design and execute Proof of Concept (POC) engagements, Partner with commercial teams to scope and launch trial environments, Document and scale implementation playbooks, Capture client feedback for product roadmap