Implementation Specialist
New
O
OctusFintech / SaaS
Remote - USFull-TimeMiddle
Salary110,000 - 120,000 USD per year
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Job Details
- Experience
- 5-7 years of experience in client-facing software implementation and/or project management, including 3-5 years of relevant experience in Leveraged Credit / Fixed Income
- Required Skills
- Project ManagementMicrosoft ExcelSaaS
Requirements
- 5-7 years of experience in client-facing software implementation and/or project management
- 3-5 years of relevant experience in Leveraged Credit / Fixed Income
- High proficiency in software systems
- High proficiency in data tools (e.g., Excel, etc.)
- Advanced proficiency with using AI models (Claude, ChatGPT, etc.)
- Strong project management skills with the ability to juggle multiple concurrent client implementations
- Excellent written and verbal communication skills, with the ability to translate technical concepts for non-technical stakeholders
- Exceptional attention to detail
- Ability to build client trust and credibility quickly as a knowledgeable partner
- Self-starter who is comfortable in a fast-paced, high-growth environment
Responsibilities
- Own end-to-end onboarding for new clients, from scoping and project kickoff, through to go-live, keeping each project on schedule and within scope
- Translate client's existing workflows and requirements into system configuration, documenting and explaining relevant details to clients and executing on the implementation
- Coordinate and test third-party integrations, working closely with engineering and third parties
- Lead training sessions and build out general documentation/FAQs so client teams can use system independently
- Troubleshoot and resolve client issues keeping clients informed throughout
- Partner with sales to ensure a seamless handoff and set the foundation for a strong long-term relationship
- Identify and flag opportunities to improve implementation tools, processes and LevPro products
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