Implementation Specialist

Red Oak ISD

Implementation Specialist managing client onboarding for Red Oak’s Compliance Connectivity Platform. Responsible for timeline management and client satisfaction in complex regulatory environments.

Posted 6/25/2026full-timeNorth Austin • Texas • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

2+ years managing enterprise implementations, onboarding projects, or client-facing SaaS deployments — you've owned timelines, managed stakeholders, and delivered go-lives under pressure.
Background in SaaS serving enterprise clients or financial services — compliance, regtech, or fintech experience is a strong plus.
Strong project management skills: you document, you communicate proactively, you escalate the right things at the right time.
Excel proficiency and comfort with technical configuration — you can translate between a client's business workflow and a system setup, and you're not afraid to get hands-on.
AI fluency in your day-to-day: Claude or ChatGPT for drafting and analysis, Gong or similar for meeting intelligence. You use these tools now, not aspirationally.
Clear, professional communicator — written and verbal — with enterprise clients and internal stakeholders at every level.
Ownership mindset: you treat client outcomes as your outcomes, and you don't need hand-holding to figure out what needs doing.
Plus: experience with asset managers, hedge funds, or registered investment advisers; familiarity with PE-backed growth-stage environments.

Benefits

Comp & perks

Equity Appreciation Rights — share in what we're building
Comprehensive health coverage: medical, dental, and vision
401(k) with 5% employer match
Unlimited PTO, plus your birthday off and paid sick leave
Enhanced family leave
Life insurance

ATS Keywords

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Hard Skills & Tools

project managementtechnical configurationneeds assessmentprocess improvementautomationclient onboardingSaaS deploymentdocumentationrisk managementstakeholder management

Soft Skills

clear communicationownership mindsetproactive communicationcross-functional coordinationtraining deliveryproblem-solvingclient relationship managementtime managementadaptabilityteam collaboration