Implementation Manager, Financial Services

Description

The company runs an AI platform for market intelligence and workflow automation. Thousands of organizations use it to make faster, better-informed business and finance decisions.

The platform searches more than 500 million premium business documents, including equity research, earnings call transcripts, expert interviews, filings, news, and clients' own internal content.

The product line includes Generative Search, Generative Grid, and Deep Research.

This is a role on the Customer Success team, focused on coordinating how large enterprise clients move from purchase to steady use, starting at the pre-sale handoff and running through the first 90 days. You will work alongside Account Managers and Customer Success Managers throughout.

Responsibilities

• Run the onboarding and rollout for large enterprise clients from pre-sale handoff through the first 90 days, covering the project plan, key milestones, and risk mitigation
• Act as one of the main contacts for each rollout, hold regular status meetings, and coordinate people across Sales, Marketing, Product, and Customer Success
• Monitor adoption signals such as time to first login, share of users who log in for the first time, retention, and usage frequency, and act on them with the account team
• Work with Sales before close to shape the rollout plan, then pass each account to an Account Manager or Customer Success Manager with a maintenance plan at about 90 days
• Analyze adoption trends and likely bottlenecks, and turn the findings into clear recommendations for internal teams and client stakeholders
• Find gaps in the onboarding approach, document best practices and standard playbooks, and build processes that make onboarding smoother and faster for future clients
• Learn the product, the customer persona, why each client invested, and how that fits into the customer lifecycle

Requirements

• At least 4 years in a client-facing onboarding, customer success, or program management role at a B2B SaaS company. Relevant titles include Onboarding Manager, Enterprise or Scaled Customer Success Manager, and Professional Services or Implementation roles focused on rollout and adoption
• Experience with financial services organizations such as investment banks, hedge funds, private equity firms, and venture capital firms. You understand how these firms work, who their senior decision makers are, and where research and market intelligence tools fit in their daily work. Investment banking and hedge fund client experience is especially relevant
• Experience with change management that helps client organizations adopt a new tool after purchase
• A track record of driving programs to completion and managing many tasks at once. Hands-on use of project management tools such as Linear, Jira, Asana, or Rocketlane, and CRM software such as Salesforce, to track rollouts and client data is required
• Ability to read adoption data, including signals like time to first login and platform utilization, spot key trends, and build internal and external reports. Proficiency in Microsoft Excel or Google Sheets, including pivot tables, complex formulas, and data validation, is required
• Interest in finding operational inefficiencies and leading change through scalable processes and documentation
• Strong communication skills for working with senior client stakeholders such as managing directors and partners, keeping internal teams aligned and projects on track

Conditions

This is a remote role reporting to the Team Lead, Strategic Deployments

Base compensation ranges from $100,000 to $120,000 USD. Standard ranges are set by function and level, benchmarked against similar growth-stage companies and internal peers, and salary ranges are shared on every posting regardless of hiring location. Final offers depend on factors such as candidate experience and expertise and may fall outside this range

The company is an equal-opportunity employer and does not discriminate on any protected basis in any part of employment

Benefits

• Performance-based bonus
• Equity
• Generous benefits program