Implementation Specialist facilitating onboarding for complex Enterprise and Integration clients at FinQuery, an AI-powered accounting automation firm.
Responsibilities
Lead engagements with Enterprise and Integration clients to align FinQuery onboarding with their long-term financial and technical business objectives.
Serve as an internal escalation point for complex technical issues and troubleshooting requests.
Own and execute end-to-end implementation projects, ensuring deliverables are on time for multiple clients simultaneously.
Communicate with clients in a proactive and professional manner.
Identify potential problems and troubleshoot independently to resolve issues.
Coordinate with Sales, Professional Services and Customer Solutions 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.
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.
Decipher, process and follow through on client requests.
Manage customer relationships as well as the project team and internal experts.
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.
Mentor and provide guidance to junior Implementation team members, contributing to team best practices and skill development.
All other duties as assigned.
Requirements
Must have strong organizational skills and be detail oriented
Strong written and verbal communication skills
Proficient with Salesforce, MS Office, and G-Suite
Ability to grasp complex and evolving onboarding processes
Advanced customer service skills
Strong project management abilities
Minimum 2+ years of experience in a client facing role
Minimum 2+ years of experience working with a high growth or SaaS company
4-year college degree or equivalent experience
SaaS Software industry experience required
Benefits
Annual employee development program stipend of $2,000 for each employee
Mentorship program (available immediately)
Sabbatical program (4 weeks after 5 years of service)
Advancement opportunities based on results, not politics
401(k) plan with employer matching
Signing stipend for a work-from-home setup
Great health benefits with multiple plan options
Flexible PTO (including 11 holidays and your birthday off)
Free gym membership at our office (Atlanta HQ)
Casual dress environment (when in office)
Catered lunches every Tuesday & Thursday (when in office)
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