Red Oak ISD

Implementation Specialist

• You'll own end-to-end implementation of Red Oak's Compliance Connectivity Platform — including Compliance, Distribution, and Supervision products — for enterprise asset managers operating in complex regulatory environments.
• Serve as primary point of contact for assigned implementations — managing timelines, milestones, risks, and stakeholder expectations from kickoff through go-live.
• Conduct needs assessments and translate client requirements into customized configurations across Compliance, Distribution, and Supervision modules.
• Develop and execute project plans; proactively surface risks and dependencies before they become problems.
• Deliver hands-on training to client teams — technical users and business stakeholders alike.
• Create and maintain documentation: internal process guides and client-facing resources that outlast the implementation itself.
• Use AI tools operationally to move faster and communicate better — Claude for project planning and client data analysis, Gong for meeting capture, ChatGPT for drafting client communications.
• Coordinate cross-functionally with Engineering, Product, Client Success, Support, and Solution Engineering; you know when to escalate and when to resolve.
• Identify and implement process improvements and automation opportunities that reduce time-to-value across the implementation practice.

Product Operations

• Lead hands-on implementation of Pendo for at least one product.
• Develop training, documentation, and playbooks to enable peers to implement Pendo successfully across other products.
• Collaborate/partner with peer Product Managers and Engineering in the effective use of Jira and Confluence.
• Design, document, and continuously improve the most critical agile ceremonies.
• Establish scalable, lightweight common practices across multiple products where appropriate.
• Create custom GPTs and lightweight automations to improve documentation, analysis, and workflows.
• Identify inefficiencies and proactively evolve processes.
• Build repeatable playbooks that scale with company growth.

Implementation Specialist

Senior Product Operations Manager