Implementation Lead

About the Company :

Innovative finance operations automation platform that empowers modern finance teams to streamline operations, automate reconciliations, and gain real-time business insights. We serve high-growth fintech companies tackling complex financial workflows. Backed by top-tier investors, company is transforming finance through cutting-edge technology.

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. Youll 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 :

- Bachelors 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 (e.g., 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 (e.g., 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