About the role

  • 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)
  • Parental Leave Benefits
  • Fertility/Adoption Assistance
  • Annual tutoring stipend for your children

Job title

Implementation Specialist

Job type

Experience level

JuniorMid level

Salary

$52,631 - $81,462 per year

Degree requirement

Bachelor's Degree

Location requirements

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