Implementation Manager, Financial Services
Core
Own the onboarding and rollout program for large enterprise clients in financial services, driving adoption from pre-sale handoff through the first 90 days.
Role type
Senior Implementation Manager (Enterprise Customer Success)
Builds
Adoption programs and standardized onboarding playbooks for financial services clients
Domain
Financial Services (Investment Banking, Hedge Funds, PE/VC) + B2B SaaS
Required skills
Program management, change management, adoption analytics, stakeholder management, process improvement, data analysis, project planning
Preferred skills
Experience with investment banking/hedge fund clients, proficiency in Linear/Jira/Asana/Rocketlane, Salesforce expertise, advanced Excel/Sheets skills
Technologies
Linear, Jira, Asana, Rocketlane, Salesforce, Microsoft Excel, Google Sheets
Responsibilities
Own the end-to-end onboarding and rollout program for large enterprise clients; Lead regular status meetings and align resources across Sales, Marketing, Product, and Customer Success; Track adoption signals (time to first login, retention, frequency of use) and act on them; Partner with Sales to shape rollout plans and hand off accounts to Account Managers; Analyze adoption trends and translate data into actionable insights; Identify areas for improvement and document best practices to build scalable processes
Seniority
Senior, hands-on IC