FundApps

Implementation Specialist

• Ensure a consistently excellent client experience by planning, scheduling, and managing the implementation from project kick-off through to go-live.
• Create a bespoke implementation plan (using our template) based on the client’s product suite, profile and objectives.
• Facilitate recurring meetings with the client where you act as both a product SME and project manager, to ensure the client is meeting their project milestones and objectives.
• Guide the client through the data and technical requirements to build out XML/CSV files and configure APIs.
• Proactively anticipate potential project blockers and challenges, and then find solutions and own the delivery.
• Contribute to our company goals and team success by proactively identifying opportunities to improve workflows and processes.
• Use your expertise to share best practices and mentor more junior colleagues.
• Help facilitate cross-team work and learning, both through formal processes and channels, and by identifying areas to help and offer your support.
• Work closely with and manage key internal stakeholders across Client Success, Product, Engineering and Regulatory teams to ensure smooth onboarding.

Implementation Manager