Overview
Role focused on managing customer onboarding and technical migrations for a smooth implementation experience.
Ideal candidate should have 5+ years of experience in project implementation with a strong understanding of financial data workflows.
remotemidfull-timeEnglishExcelGoogle SuiteSlack
Locations
Requirements
Bachelor's degree required At least 5 years of experience in project implementation or customer onboarding Proven experience working with U.S. clients Deep understanding of financial data workflows Strong proficiency with Excel and Google Suite
Responsibilities
Lead customer migrations from billing systems Act as a technical advisor during onboarding Develop and maintain documentation Ensure accuracy with financial data Support customer success teams Manage multiple client implementations Quickly learn new systems Communicate clearly in client-facing calls