Manage user testing and reporting, triaging issues and tracking test execution to expedite project milestones.
Deliver client training on APIs and product functionality, including material preparation and hands-on demonstrations.
Define data integration mapping and product configurations, support conversion strategy and execution, and ensure production readiness through checklist activities and stakeholder collaboration.
Oversee end-to-end client case management including tracking, prioritization, and documentation across multiple systems.
Support year-end tax form processing by validating, formatting, QA'ing, and delivering files for various tax forms.
Serve as primary client contact, leading status meetings and providing high-touch communication and client-facing summaries.
Experian is a global data and technology company operating across multiple markets including financial services, healthcare, automotive, agribusiness, and insurance. The company has a team of 25,200 people across 32 countries with a culture that invests in people and advanced technologies.
Lead complex, high-impact client implementations of conversational AI platform for financial institutions.
Anticipate risks, drive mitigation, and ensure alignment across client and internal stakeholders.
Mentor other Implementation Managers and improve implementation processes and tooling.
Posh is revolutionizing the way financial institutions serve their communities through innovative AI solutions for customer support. They are a growing team building a symbiotic relationship between humans and AI.
Implement and configure Workday Financials solutions for a global customer base, including design, testing, and deployment.
Lead and manage medium to high complexity projects across multiple clients, advising on best practices and process improvements.
Mentor team members and contribute to knowledge sharing while ensuring high client satisfaction and meeting key performance indicators.
Kognitiv Inc. is a fast-growing Workday partner that helps clients maximize their Workday investment through post-production support and implementation. The company values a people-first mindset and has a founders-and-consultants team deeply experienced in Workday.
Independently own end-to-end onboarding for largest strategic customers, transforming investment data for the platform.
Review, analyze, and interpret complex financial datasets for import into Juniper Square.
Build scalable AI workflows and mentor junior team members to drive process innovation.
Juniper Square provides a unified platform for private markets operations, serving over 2,300 GPs with technology, data, and fund administration services. With 1,000+ employees and $350M+ in funding, the company fosters a culture of transparency, collaboration, and high standards.
Lead implementation, cutover, and post-go-live activities for large-scale software systems.
Coordinate with stakeholders to ensure alignment with enterprise objectives and timelines.
Develop and administer comprehensive Go-Live Implementation and Cutover Strategies/Plans.
Cayuse Civil Services, LLC provides civil services and IT solutions to government clients. The company values innovation, excellence, collaboration, adaptability, and integrity.
You will maintain and support client benefits websites, document processes, and provide advanced operational and technical support.
You will resolve client issues, triage tickets, and communicate proactively with clients.
You will mentor team members, drive process improvements, and support implementations.
bswift is a leading benefits administration company that simplifies the complex world of employee benefits. We serve thousands of companies and millions of people nationwide, offering a fun, flexible, and creative environment.
Provide advanced functional and technical support for customers using Versapay's ERP integrations, including NetSuite, Sage Intacct, and Microsoft Dynamics.
Troubleshoot complex integration, payment processing, and accounting issues while collaborating with Product, Engineering, and Customer Success teams.
Leverage strong accounting knowledge and ERP experience to deliver exceptional customer experiences and drive product improvements.
Versapay automates accounts receivable to improve cash flow for businesses. With over 10,000 customers and 5M+ companies on its platform, the company processes over 110M transactions and $257B annually.
Lead end-to-end ERP implementation projects from discovery to deployment across platforms like Intacct, Xero, and QuickBooks.
Design chart of accounts structures, manage data migration, and build integrations to support scalable financial systems.
Collaborate with cross-functional teams, manage risks, and create documentation to ensure successful adoption.
Our partner is a company that specializes in delivering ERP implementation services for growing businesses. They operate with a fully remote team and value ownership, autonomy, and collaboration.
Lead professional services engagements including implementations, training, and conversions.
Perform needs assessments and provide product training and escalated support.
Track project work to ensure implementations are completed on-time and within budget.
Lone Wolf Technologies provides software solutions for the real estate industry. They are a technology company that offers a platform suite and professional services, with a focus on client implementations and training.
You will act as the voice of Wealthsimple, breaking down complex financial concepts for clients.
You will own the client journey end-to-end, solving strategic problems.
You will work with a maker-owner mindset, improving tools based on front-line insights.
Wealthsimple is Canada's leading financial innovator, offering a full suite of simple, sophisticated financial products across investing, trading, cryptocurrency, tax filing, spending, and saving. The company serves over 4 million Canadians, holds over $155 billion in assets, and employs over 1,500 people across North America with a hybrid team culture.
Manage end-to-end customer onboarding projects for Eltropy's AI-powered communication platform.
Configure SaaS and AI solutions, perform technical troubleshooting, and implement integrations with core banking systems.
Create and deliver customer training using AI-generated video, virtual sessions, and in-app guidance tools like WalkMe.
Eltropy provides a digital communications platform that enables community financial institutions to engage securely and compliantly with consumers. It is a fast-growing, mission-driven fintech company that values customers as their north star and fosters a team-of-owners culture.
Drive strategic initiatives to streamline implementation processes and reduce time-to-value.
Manage complex implementations with multiple stakeholders, configuring the platform and delivering training.
Serve as escalation point for technical challenges, optimizing processes and analyzing data for improvements.
Builder Prime provides an all-in-one business management platform for home improvement contractors, integrating CRM, estimating, production, payments, and reporting. Backed by Blueprint Equity, it is an AI-forward company that fosters collaboration, curiosity, and community among employees.
Review comprehensive financial reports (200–300 pages) to identify key fiscal drivers within corporate strategy.
Answer nuanced questions on corporate finance, risk, and strategy based on provided data.
Ensure research outputs reflect the practical realities of high-level financial management for B2B validation.
Prolific is building the largest pool of quality human data in the world, used by over 35,000 AI developers, researchers, and organizations to gather data from paid participants. The company is positioned at the forefront of AI innovation, integrating diverse human perspectives into AI development.
Own the customer implementation journey as project manager for enterprise accounts, building project plans and tracking milestones.
Communicate across multiple stakeholders including executive sponsors, administrators, and end users to drive accountability.
Facilitate structured onboarding with kickoff meetings, process reviews, and training sessions tailored to firm needs.
Karbon is the global leader in AI-powered practice management software for accounting firms. They are a well-funded, globally distributed team with a people-first culture, certified as a Great Place to Work and listed on Fortune's Best Small Workplaces.
Owns the integration playbook and 100-day onboarding for every Cobalt acquisition
Quarterbacks cross-functional plan from pre-close readiness through Day 100
Enables value capture by ensuring every planned lever has a named owner, target, and baseline
Cobalt is a private equity-backed company building the most impactful business in the commercial access and security industry. With $15bn+ AUM from Alpine Investors, they have acquired 22 partner companies in two and a half years.
Assimilate and manage complex data into actionable reports and summaries.
Perform financial, statistical, and data analysis in support of client service teams.
Prepare client presentations and marketing materials.
Treliant is a global consulting firm serving banks, mortgage originators, FinTechs, and other financial services companies. Founded in 2005, it is headquartered in Washington, DC, with offices worldwide and fosters a diverse, equitable, and inclusive culture.
Lead end-to-end Board EPM implementations, from requirements gathering to user enablement.
Translate FP&A processes such as budgeting, forecasting, and reporting into Board models.
Facilitate client workshops and manage project timelines, deliverables, and expectations.
Quisitive is a consulting firm that helps enterprise clients implement Board EPM solutions and Microsoft cloud services to optimize financial processes. The company has grown significantly since 2016, with a culture that values craftsmanship, collaboration, and technical expertise.
Partner with enterprise leadership to design and implement scalable practice management strategies for large RIAs, broker-dealers, and financial institutions.
Own the creation of best practice playbooks, curricula, and thought leadership content to drive advisor adoption and firm-wide growth.
Deliver in-person and virtual sessions at client sites and industry conferences, representing Zocks as a subject-matter expert in practice management.
Zocks is an AI assistant for financial advisors, automating operational work and driving growth. Backed by venture capital, the team of sharp, curious individuals serves 5,000+ firms in a collaborative, low-ego culture.
Supports the implementation of complex debit/credit projects through technical tasks and quality checks.
Leads client consultation on business and technical requirements and incorporates them into the project plan.
Assumes technical leadership for assigned projects, coordinating all phases of operational implementation.
Velera is a premier payments credit union service organization (CUSO) and integrated fintech solutions provider. The company serves over 4,000 financial institutions throughout North America with a remote-first, inclusive culture that values connection and recognition.
Manage exception management across cash, positions, trades, and margin processes.
Lead operational readiness for new product launches, including testing, documentation, and implementation.
Support back-office operations for derivatives products, including trade flow and regulatory reporting.
Our partner is a financial technology company that builds infrastructure for modern financial markets. They are committed to operational excellence and offer a collaborative, remote-first environment.