Position Overview
We are looking for an experienced Implementation Lead to drive the onboarding and implementation of our platform for new and existing fintech clients. This role is ideal for someone with a strong understanding of financial systems, implementation methodologies, and client management. You’ll collaborate closely with product, engineering, and customer success teams to ensure timely, accurate, and seamless deployments.
Key Responsibilities
Lead end-to-end implementation projects for enterprise fintech clients
Translate client requirements into detailed implementation plans and configure solutions accordingly
Serve as the primary point of contact during onboarding, ensuring milestones and expectations are met
Collaborate with engineering and product teams to resolve client-specific technical needs
Conduct gap analysis and propose workarounds or customizations to align client goals with product capabilities
Develop SOPs, implementation templates, and reusable frameworks for consistent project execution
Train client teams on platform functionality and usage
Track and report implementation KPIs, timelines, and escalations
Manage UAT (User Acceptance Testing) cycles and facilitate a smooth handover to the Customer Success team
Identify opportunities to improve internal processes and enhance implementation success rates
Required Qualifications
Bachelor’s degree in Finance, Business Administration, Information Systems, or related field
Must have Project management experience
3+ years of implementation experience, preferably in a fintech, SaaS, or ERP environment
Strong knowledge of fintech products, financial workflows, and integrations
Experience managing multi-stakeholder projects from discovery to go-live
Excellent written and verbal communication skills
Hands-on experience with tools such as Jira, Confluence, Excel, and project management platforms
Strong analytical and problem-solving skills
Preferred Qualifications
Prior experience implementing financial automation tools (., SAP, Oracle, Anaplan, Blackline)
Familiarity with API integrations and basic data mapping
Experience in agile/scrum-based implementation environments
Exposure to reconciliation, book closure, AR/AP, and reporting systems
PMP, CSM, or similar certifications
Skills & Competencies
Functional Skills
Financial process knowledge (., reconciliation, accounting, reporting)
Business analysis and solutioning
Client onboarding and training
UAT coordination
Documentation and SOP creation
Project Skills
Project planning and risk management
Task prioritization and resource coordination
KPI tracking and stakeholder reporting
Soft Skills
Cross-functional collaboration
Communication with technical and non-technical teams
Attention to detail and customer empathy
Conflict resolution and crisis management
What We Offer
An opportunity to shape fintech implementations across fast-growing companies
Work in a dynamic environment with cross-functional experts
Competitive compensation and rapid career growth
A collaborative and meritocratic culture