Lead multiple concurrent enterprise implementations with full accountability for timelines, scope, and high-impact outcomes.
Run discovery sessions to define technical requirements, design scalable integration solutions tailored to enterprise FinServ needs and identify expansion opportunities.
Set and track measurable success metrics such as adoption and usage to ensure clients go live fast and see immediate value.
Act as the primary technical advisor to key client stakeholders, pushing toward best practices while adapting to real-world constraints.
Architect and execute API integrations across client systems, including CRMs, VoIP systems, and virtual meeting platforms.
Serve as the senior escalation point for complex technical blockers; troubleshoot integrations directly rather than just escalating them.
Partner closely with Product and Engineering teams to test, document, and ship improvements that unlock customer value and improve deployability.
Develop and refine implementation playbooks, templates, and repeatable processes to raise the bar on delivery standards.
Act as a mentor to Associate and Mid-level Implementation Managers, sharing best practices and technical expertise.
Simplify complex technical concepts to drive understanding and adoption among non-technical executive stakeholders.

Requirements

5+ years in SaaS implementation, solutions engineering, or technical delivery roles.
Proven ability to lead complex, multi-stakeholder deployments and manage competing priorities without losing momentum.
Excellent communication skills, equally effective with engineers or C-suite executives.
Deep ownership mindset: you don't wait for problems to solve themselves.
You exhibit strong customer-facing skills and can navigate high-pressure environments with composure and empathy.
Strong API and systems integration experience; comfortable reading logs and navigating technical ambiguity.
Familiarity with Financial Services workflows and compliance-sensitive requirements is a nice to have.
Experience with relational databases (PostgreSQL, MSSQL) and working knowledge of JavaScript or Python is a nice to have.
Exposure to enterprise tools like Salesforce, Office 365, Redtail, Wealthbox, and BI tooling is a nice to have.

Benefits

Discretionary bonus based on company performance.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

API integrationsystems integrationrelational databasesPostgreSQLMSSQLJavaScriptPythonimplementation playbookstechnical deliverysolutions engineering

Soft Skills

communication skillscustomer-facing skillsleadershipmentoringproblem-solvingadaptabilityempathytime managementstakeholder managementtechnical simplification