
Implementation Manager
6 days ago
Job Summary :
We are seeking a seasoned Implementation Manager to spearhead the rollout of our platform for new and existing financial services clients. This role is ideal for someone with in-depth knowledge of financial systems, implementation methodologies, and client relationship management.
Key Responsibilities :
- Lead end-to-end implementation projects for enterprise financial services clients
- Translate client requirements into detailed implementation plans and configure solutions accordingly
- Write and optimize complex SQL queries for data analysis, validation, and integration
- Oversee ETL processes extract, transform, and load financial data across systems
- Collaborate with cross-functional teams including Product, Engineering, and Support
- Ensure timely, high-quality delivery across multiple stakeholders and client touchpoints
- Document processes, client requirements, and integration flows in detail
Required Skills and Qualifications :
- Bachelor's degree in Finance, Business Administration, Information Systems, or related field
- 3+ years of hands-on implementation/project management experience
- Proven experience delivering projects in Fintech, SaaS, or ERP environments
- Strong understanding of accounting principles and financial workflows
- Hands-on SQL experience, including the ability to write and debug complex queries (joins, CTEs, subqueries)
- Experience working with ETL pipelines or data migration processes
- Proficiency in tools like Jira, Confluence, Excel, and project tracking systems
- Strong communication and stakeholder management skills
- Ability to manage multiple projects simultaneously and drive client success
Preferred Skills and 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
Core Competencies :
- Financial process expertise
- Business analysis and solutioning
- Client onboarding and training
- UAT coordination
- Documentation and SOP creation
Project Management 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
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