Senior Implementations Specialist

The company is the world's first AI Financial Health Platform, serving 3.5 million employees at leading organizations like McDonald's, Marriott, and T-Mobile. The company works in the background to optimize every employee's financial life to prevent shortfalls and build long-term stability. Backed by top investors including QED and Prosus, the company has raised $150M in venture funding to fuel our next stage of hyper growth.

As a Senior Implementations Specialist at the company, you can operate in a fast-paced, dynamic environment. You nerd out about SaaS integrations and are naturally curious. You believe that data-led decision making is the norm. You see feedback or failure as motivation to learn and grow. And you relate to our core mission of helping people find financial freedom.

WHAT YOU’LL DO

• Support external clients and internal teams in the implementation of the company for both new and existing customers

• Properly scope out customer needs and requests during implementations to make sure our solution solves their existing problems

• Proactively project manage the implementation process end-to-end to achieve customers' target timelines and goals, communicating to all stakeholders any changes or updates as needed

• Configure and implement customers in accordance with best practices to drive adoption and maximize revenue potential

• Partner with Sales and Customer Success teams to drive a timely and well organized implementation process, escalating issues to various stakeholders as necessary

• Collaborate closely with Product and Engineering to improve and troubleshoot customer issues as well as provide feedback on product enhancements & needs

• Support in the development and documentation of processes and best practices

• Proactively look for opportunities of improvement in existing processes to help support the company’s overall growth

WHO YOU ARE

• 2+ years of relevant implementation or onboarding experience

• 1+ year in a customer facing role managing stakeholders and timelines

• Strong project management and prioritization skills

• Demonstrated ability to manage multiple projects at once without compromising

• Experience working with JIRA, Hubspot, Salesforce, and similar systems of customer record

• Experience with HCM and HR Tech preferred

• General curiosity and desire to learn

Who We Are

The company is filled with people with a deeply rooted passion for our mission, who embrace diversity throughout our global team, and grow personally and professionally. We own what we do and let data guide our actions while working quickly and adapting to new challenges everyday.

Compensation

$80,000 - $85,000 Base | $90,000 - $100,000 OTE Note this is a range and we take in a variety of factors when determining total compensation for the position.

How we care for our team

Along with competitive salaries, the company offers great benefits including:

• Flexible PTO

• Medical, Dental, Vision, Life, Disability coverage

• Parental leave

• Monthly stipend

• Equity options

Diversity, Equity and Inclusion Commitments

As part of our dedication to the diversity of our workforce, the company is committed to Equal Employment Opportunity and does not discriminate based on race, religion, color, national origin, ethnicity, gender, sex (including pregnancy), protected veteran status, age, disability, sexual orientation, gender identity, gender expression, or any unlawful criterion existing under applicable federal, state, or local laws. If you need assistance or accommodation due to a disability, you may contact us at [link for members]

What’s Next

Ensuring a smooth and enjoyable candidate experience is critical for us. Our interview process tends to take about 4 weeks to complete, but may fluctuate depending on the role. Learn more about our hiring process here. Don’t be afraid to let us know if you need more flexibility.