Job Summary

We’re seeking an experienced and talented client implementation manager to join a growing FinTech startup. Our team is rapidly growing and there is ample opportunity to lead and define your role. The successful candidate will work closely with our B2B clients to manage all phases of the implementation lifecycle, from initial onboarding through go-live. You will define our platform architecture for our clients, drive project management, facilitate integrations with our APIs and third-party vendors, and guide and provide assistance to our clients in order to ensure the successful deployment of their marketplace. You will work closely with our team of engineers, product, business development, and Templum’s regulated broker dealer to ensure client success.

Primary Responsibilities

• Manage and own the onboarding of B2B clients onto our platform. This includes creation of project plans, status meetings, coordination across various third-party partners, and driving the project to execute by established deadlines
• Own the client relationship during the project onboarding lifecycle 
• Manage time and deadlines across multiple entities while balancing several projects/priorities
• Act as a knowledge base for the client regarding technical integrations, API endpoints and requirements, product workflows, and third-party integrations 
• Collaborate and assist in creation of processes, resources, and tools to support the implementation and onboarding process for clients
• Work with internal and external stakeholders to understand client needs, challenges, and objectives while providing recommendations for increased adoption of our solutions
• Support the Product team with direct client feedback and recommendations
• Support the upgrade and version control processes of our products and tools in client environments
• Opportunity for growth as the team continues to scale

Preferred Qualifications

• Bachelor’s degree or equivalent experience
• 3-5 years of experience in a technical customer facing role (Technical Account Manager, Technical Customer Success Manager, Implementation Manager, Sales Engineer)
• Previous experience training and onboarding clients to a SaaS product 
• Understanding and experience with web APIs and software development is strongly preferred 
• Experience writing technical documentation, architecture diagrams, and integration plans is strongly preferred
• Strategic thinker that can come up with and clearly communicate practical solutions to complex integration challenges 
• Experience and understanding of capital markets, financial services, and trading preferred
• Excellent verbal, written and interpersonal communication skills
• Excellent customer-facing capabilities, with the ability to communicate complex concepts clearly and flexibly to both highly technical and less technical stakeholders 
• Thrives in a dynamic, fast-paced, fast-growing work environment

Benefits

• Highly visible role with immense growth potential. You will be working with key stakeholders across the firm in this position
• Remote flexibility
• Competitive compensation package, including medical insurance, 401(K), and flexible PTO policy

We are an equal opportunity employer committed to diversity and inclusiveness.