Remote job
Implementation Manager, Financial Services
Job details
About this role
Role overview
Lead onboarding and adoption programs for large enterprise customers, from the pre-sale transition through roughly the first 90 days of use. You’ll coordinate customer and internal teams, monitor adoption signals, and turn rollout experience into practical improvements to onboarding processes.
Responsibilities
- Own rollout plans, milestones, and risk tracking for enterprise accounts, beginning at the handoff from sales. - Lead regular status meetings and coordinate work across sales, marketing, product, account management, and customer success teams. - Partner with sales before a deal closes to shape the rollout approach, then prepare a transition plan for ongoing account support after onboarding. - Track adoption measures such as first login, activation across users, retention, and usage frequency; work with account teams to respond to what the data shows. - Explain adoption patterns and bottlenecks clearly to customer stakeholders and internal teams. - Improve onboarding by documenting effective practices, creating repeatable playbooks, and identifying scalable process changes.
Requirements
- At least four years in client-facing onboarding, customer success, implementation, professional services, or program management in a B2B software environment. - Experience working with financial services organizations; familiarity with investment banks or hedge funds is particularly relevant. - Knowledge of change management practices that help organizations adopt new tools. - Strong program and task management skills, including experience with project tracking tools and CRM software. - Ability to analyze adoption data and prepare reports; proficiency with Excel or Google Sheets, including pivot tables, complex formulas, and data validation. - Clear communication with senior client stakeholders and the ability to align internal teams around rollout progress.
Benefits and work setup
The role is remote within the US and limited to candidates in Eastern or Central time zones. The listed base salary range is $100,000–$120,000, with potential performance-based bonus, equity, and benefits.