Implementation Specialist

3 days ago


Bengaluru, Karnataka, India Finmo Full time

Company Description
Department: Sales
Finmo is a global, fast-growing startup headquartered in Singapore, built on the foundation of real-time payment rails. We enable instant money transfers, accurate cash flow forecasting, optimized liquidity management, financial risk mitigation, and seamless compliance - all in one platform.

Our mission is to simplify payments, automate mission-critical treasury functions, and empower businesses and consumers to transact using the most relevant and efficient methods, optimizing speed, convenience, and cost

Job Description
We are looking for an Implementation specialist who will independently manage end-to-end client onboarding and deployment for Finmo's Treasury Operating System across global markets. This role blends functional expertise in treasury processes with the technical understanding required to guide clients through configuration, integration and adoption of modules such as Accounts Receivable, Accounts Payable, Cash Visibility, Cash Forecasting and Global Payments.

Key Responsibilities
Client Implementation and Solutioning

  • Work with new customers to understand their finance operations, identify challenges and define configuration requirements.
  • Design solutions aligned with client needs and best practices for finance operations.
  • Conduct high quality product demonstrations to help clients understand system capabilities.

Serve as a treasury product advisor by maintaining deep knowledge of Finmo's modules and features.

Project and Stakeholder Management

  • Lead the full implementation cycle including discovery, configuration, testing, training, go-live and hyper care.
  • Manage multiple customer projects simultaneously while maintaining progress, timelines and clarity of deliverables.
  • Maintain detailed logs for product or operational issues and provide structured status updates as required.
  • Build strong working relationships with client stakeholders across finance, operations and technology teams.

Cross Functional Collaboration

  • Collaborate closely with Product and Engineering teams to troubleshoot issues, share customer feedback and propose workarounds or improvements.
  • Represent customer needs internally by clearly translating workflows, pain points and potential enhancements.

Product Expertise and Advocacy

  • Become an expert in Finmo's treasury suite, including configuration options and integration pathways.
  • Promote strong adoption and usage of the platform, ensuring customers achieve early value and long term success.
  • Support the development of improved implementation methodologies, training materials and internal tools.

Qualifications

What You Need

  • Bachelor's degree from an accredited institution.
  • Minimum 3 years of experience in customer success, consulting, project management, product operations or a related field.
  • Experience working with enterprise customers and managing diverse stakeholder groups.
  • Strong project management skills with a proven ability to run complex implementations across multiple workstreams.
  • Excellent English communication skills with the ability to conduct detailed discovery and manage expectations.
  • Ability to collaborate effectively with technical teams to troubleshoot issues and provide clear feedback.
  • High adaptability and ability to work in fast paced environments.
  • Strong customer empathy and the ability to anticipate client needs and propose suitable solutions.

Additional Information

Nice to Have

  • Experience with ERP platforms such as Netsuite, SAP or Microsoft Dynamics.
  • Exposure to bank integration channels or payments infrastructure.
  • Experience in financial services or fintech.
  • Background working in high growth or startup environments.


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