Responsibilities

• Lead client onboarding: Translate client goals into tailored solutions, ensuring new clients are set up for success from day one.
• Manage implementation lifecycle: Oversee onboarding with developers and designers, anticipating bottlenecks and delivering on time.
• Own the client relationship: Manage communication, requirements, and escalations during onboarding, while working with Customer Success to strengthen relationships.
• Own project scope: Keep Statements of Work and Order Forms aligned, and ensure enterprise configurations integrate smoothly with client systems.
• Improve the platform experience: Partner with Product on UX/UI enhancements informed by client feedback and usage patterns.
• Champion continuous improvement: Drive refinements that keep our platform evolving with client and business needs.

Requirements

• Implementation expertise: Hands-on experience onboarding customized enterprise software or leading client delivery in a similar role.
• Project management skills: Comfortable owning timelines, deliverables, and expectations across multiple stakeholders.
• Technical aptitude: Familiar with enterprise software systems and able to collaborate closely with development teams.
• Strong communicator: Confident in managing client conversations and clear in sharing updates across teams.
• Collaborative mindset: Works well across disciplines and builds alignment quickly.

Bonus Experience

• Knowledge of the wealth management industry and its client workflows.