Implementation Specialist

Summary

Join FinQuery as an Implementation Coordinator and play a pivotal role in onboarding clients and ensuring their successful adoption of the FinQuery application. You will manage customer-facing project services, coordinating with various teams to onboard multiple clients simultaneously. This role requires strong communication, organizational skills, and project management experience. You will be responsible for managing project timelines, resolving implementation issues, and ensuring client satisfaction. The ideal candidate possesses a 4-year college degree or equivalent experience and 1-2 years of client-facing experience in a high-growth or SaaS company. FinQuery offers a competitive salary range of $42,827-$85,250 annually.

Requirements

• 4-year college degree or equivalent experience
• Strong written and verbal communication skills
• Must have strong organizational skills and be detail oriented

Responsibilities

• Manage customer-facing project services
• Coordinate with Sales, Professional Services and Customer Success to onboard multiple clients simultaneously accurately and efficiently
• Engage with Engineering to resolve issues that arise in implementation and communicate product updates to the client
• Initiate, plan and design project timelines based on client specifics and the availability of internal resources
• Comply with department standards in accordance with SOC regulations, especially as it relates to confidential document management
• Support development of business cases with the customer team, including solutions estimates
• Communicate project status and milestones to the client in a consistent and effective manner
• Manage customer relationships as well as the project team and internal experts
• Coordinate with Professional Services team to input client data into the application and train clients on how to use the software
• Use Salesforce and Monday to track project milestones and client interactions
• Provides customer focused interaction ensuring timely response and effective follow-up on client and/or internal requests and/or issues
• Ensure client satisfaction and product/service adoption
• Conduct all business in accordance with FinQuery policies and procedures
• All other duties as assigned

Preferred Qualifications

• 1-2 years of client facing experience
• 1-2 years of experience of working with a high growth or SaaS company
• Project management experience
• Developing experience with Salesforce, MS Office, and G-Suite

Benefits

$42,827 - $85,250 a year