Source Job

US

  • Own the onboarding and rollout program for large enterprise clients from pre-sale handoff through the first 90 days.
  • Partner with Sales, Customer Success, and cross-functional teams to coordinate project plans, milestones, and risk mitigation.
  • Analyze adoption data and build scalable processes to drive sustained usage across financial services clients.

Customer Success Implementation Project Management Excel Salesforce

20 jobs similar to Implementation Manager, Financial Services

Jobs ranked by similarity.

US

  • Lead strategic talent initiatives including career development pathways, mentoring programs, and professional growth campaigns.
  • Design and implement workforce development programs that address skill gaps and strengthen leadership readiness.
  • Use data, analytics, and continuous improvement methodologies to measure impact and optimize program effectiveness.

This service-oriented organization focuses on contact center operations and employee development, delivering strategic talent initiatives in a remote-first environment. The culture emphasizes collaboration, inclusion, and professional growth, with a commitment to leveraging data and continuous improvement.

US

  • Coordinate CME activity execution, timelines, cross-functional logistics, and compliance with grant, ACCME, and budget requirements.
  • Manage relationships with educational partners and medical societies, handling contracts, invoicing, and CRM upkeep.
  • Support grant development, supporter communications, and funder-related tasks to grow the organization's footprint.

CMEsquared provides high-quality continuing medical education for healthcare providers, focusing on dermatology and beyond. They are a fast-paced startup with a collaborative, humble team culture.

United States

  • Analyze, investigate, document, and report on security alerts and potential incidents in customer environments.
  • Serve as an incident coordinator for urgent security events requiring response, containment, and remediation.
  • Stay up-to-date on security training, certifications, and emerging threats to provide meaningful consultation.

CyberSheath provides cybersecurity services to the Defense Industrial Base, integrating compliance and threat mitigation to eliminate redundant security practices. It is a rapidly growing managed services provider focused on improving clients' security posture.

Americas

  • Design and ship autonomous execution for agents acting on Alpaca accounts.
  • Build account-level policy and guardrails for external agent actions.
  • Partner with Product, Compliance, and Risk to define and ship the control model.

Alpaca is a US-headquartered global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, and more. With 400+ employees, the team is remote-first and values curiosity, empathy, and accountability.

Canada

  • Lead renewal operations and commercial processes to drive sustainable revenue retention.
  • Oversee renewal strategies, contract execution, and Salesforce data quality to improve forecasting.
  • Collaborate with Sales, Marketing, Finance, Product, and Customer Success to align renewal activities.

The company specializes in services for the telecommunications industry, focusing on customer retention and renewals. It fosters a dynamic, collaborative environment that encourages autonomy, ownership, and continuous improvement.

$200,000–$210,000/yr
US

  • Lead the end-to-end incident response lifecycle as the primary internal escalation point from the SOC.
  • Drive strategic preparedness through tabletops, purple teaming, and telemetry optimization to reduce noise and increase detection efficacy.
  • Collaborate with engineering and offensive security teams, owning post-incident reviews to harden defenses and improve response capabilities.

Huntress is a remote-first cybersecurity company founded by former NSA operators in 2015, providing enterprise-grade protection to all businesses. It secures over 6 million endpoints and 16 million identities, backed by a 24/7 human-led SOC and an inclusive culture.

$175,000–$190,000/yr
US Unlimited PTO

  • Guide ERP readiness and advisory by conducting assessments, developing roadmaps, and advising clients on ERP decisions within broader transformation efforts.
  • Shape client strategy and facilitate stakeholder alignment through workshops, interviews, and executive briefings to drive program execution.
  • Provide operational leadership for Workday Finance solutions, managing releases, backlogs, and cross-workstream collaboration.

Attain Partners is an innovative consulting firm that helps education, nonprofit, healthcare, and state and local government clients with strategy and technology. The company empowers career growth, provides industry-leading benefits, and fosters an inclusive culture centered on its core values.

$154,400–$193,000/yr
US

  • Lead strategy development for Enterprise Solutions growth, integrating with wider functional strategy.
  • Develop tactical plans, policies, and budgets to optimize resources and ensure alignment with organizational goals.
  • Guide a midsize team, manage performance, and engage stakeholders to drive business decisions.

Sourcewell empowers public employees through dynamic solutions and services that drive efficiency and impact. As a government organization serving thousands of public agencies across the United States and Canada, it is guided by values of curiosity, empowerment, and impact, and has been recognized as a Top Workplace since 2016.

Global 5w PTO

  • Own the full sales cycle from qualified opportunity to signed partnership, including discovery, proposals, negotiation, and closing.
  • Conduct consultative selling with SMBs, leveraging AI tools and HubSpot to manage pipeline and drive revenue growth.
  • Collaborate with Sales Development and Customer Success to ensure a seamless journey from first conversation to onboarding.

The company provides loyalty programme solutions that help businesses unlock customer acquisition and retention potential. It is an international, remote-first team focused on collaboration, ownership, and continuous improvement in the B2B loyalty market.

US 4w PTO

  • Deliver exceptional customer service through digital channels and facilitate client onboarding.
  • Drive growth by promoting consumer lending and deposit gathering to deepen client relationships.
  • Champion the bank's sustainability mission and ensure compliance with all banking regulations.

Climate First Bank is a Florida Benefit Corporation and FDIC-insured commercial bank offering personal and business services including solar, residential, and commercial loans. It is a Certified B Corporation with a growing digital presence and a team of mission-driven changemakers.

$4,500–$5,750/mo
Poland 2w PTO

  • Collaborate with engineers to develop and test new features, from requirement analysis through release sign-off.
  • Partner with product managers to prioritize testing, clarify requirements, and coordinate Business Acceptance Testing.
  • Work with manual QA engineers on cross-team projects and identify risks to ensure high-quality products.

SwingDev is the Polish branch of Hippo Insurance, an InsurTech company making home insurance smarter with technology. We're people-first, with a culture of trust and empathy, and we hire top-tier, collaborative professionals.

$120,165–$158,617/yr
Canada USA 3w PTO

  • Lead complex, enterprise-wide technology initiatives from inception to implementation, coordinating multiple project teams and cross-functional stakeholders.
  • Drive accountability, execution, and continuous improvement across concurrent projects by proactively managing risks, dependencies, and resources.
  • Oversee program execution, develop delivery plans, and lead Agile ceremonies to ensure projects meet quality standards and adhere to budget.

WelbeHealth serves vulnerable seniors through shared intention, pioneering spirit, and courage to love. The company offers a competitive total rewards package including 401(k) match, comprehensive healthcare, and additional benefits.

US

  • Lead analytical engineering strategy for Life & Retirement, delivering governed data products and semantic models.
  • Establish engineering standards for data quality, CI/CD, and cloud-based solutions like Snowflake and dbt.
  • Develop and mentor a technical team while partnering with enterprise data and business leaders.

Horace Mann provides insurance and financial solutions for educators. We serve over 4,100 school districts nationwide, are publicly traded on the NYSE, and manage more than $12 billion in assets.

Global

  • Take full ownership of your SEO business unit at YEEP, shaping strategy, growth, and financial results.
  • Identify new opportunities and select promising iGaming projects to scale organic traffic and monetization.
  • Leverage YEEP's funding and operational support to build your team without personal investment.

We are YEEP, an affiliate marketing business that supplies partners with reliable, high-quality traffic from key digital sources including SEO, ASO, and UAC. As part of Boosta, we collaborate with over 800 specialists worldwide, and millions of users use our products and services.

$67–$77/hr
US

  • Design and maintain scalable data pipelines for AI workloads and intelligent products.
  • Develop automated workflows for synthetic data generation and large-scale data preparation.
  • Collaborate with product and engineering teams to optimize data storage, retrieval, and validation.

The company partners with Jobgether to hire for AI-focused data engineering roles. It operates in a remote, project-based environment with a focus on building scalable infrastructure for next-generation AI applications.

Global

  • Work under the guidance of a Session Director during two supervised 4-hour recording sessions.
  • Deliver scripted material in a natural, conversational tone without polished or announcer-like delivery.
  • Record unscripted spontaneous speech on a given topic, maintaining consistent warmth and pace.

Welo Data provides AI services including data validation and collection for machine learning. As a global company, they offer freelance remote opportunities and prioritize accurate, natural speech data for AI product development.

US

  • Review laboratory results, toxicology reports, and medical records related to substance exposure and impairment.
  • Provide expert testimony at depositions, trials, and legal proceedings via phone, video, or in person.
  • Collaborate with attorneys on case consultation and deliver CLE presentations to legal professionals.

Godoy Medical Forensics, Inc. is a rapidly growing legal consulting company that provides medical expert witness services to attorneys, primarily in criminal cases. Founded in 2009, we have evolved into a prominent consulting firm with a diverse team of experts, including physicians, toxicologists, forensic interviewers, and registered nurses.

Costa Rica

  • Respond to inbound customer calls and resolve service problems promptly.
  • Analyze contracts, invoices, and billing issues to address client needs and process adjustments.
  • Partner with internal teams and track activity in Salesforce to ensure client needs are met.

Smarsh provides digital communications compliance and intelligence solutions to regulated organizations. With over 6,500 customers and consistent growth, it has been recognized as a fastest-growing American company and a best place to work.

US

  • Drive the full lifecycle of complex CDMO deals from targeting to closing, focusing on cell and gene therapy programs.
  • Own net-new revenue in your territory by building and closing high-value CGT/CDMO opportunities across vector, cell therapy, and enabling platforms.
  • Shape and negotiate contracts, partner with cross-functional teams, and represent the brand at conferences.

FUJIFILM Biotechnologies develops and manufactures advanced therapies, including cell and gene therapies, vaccines, and biologics in partnership with innovative biopharma companies. With over 70,000 employees globally through its parent company Fujifilm, the organization fosters a culture of passion, energy, and drive called 'Genki'.

Global

  • Own features end-to-end, from user interface to production.
  • Turn ambiguous business problems into technical plans and ship quickly.
  • Build and operate the AI pipeline and evaluation practice.

We are an early-stage, AI-native German start-up building digital infrastructure for grant funding, combining AI-supported research, matching, and application drafting with expert review. Our engineering team is small with real customer demand, and we have a collaborative, high-ownership culture with direct access to founders.