Implementation Specialist

Responsibilities

• You’ll own end-to-end implementation of Red Oak’s Compliance Connectivity Platform — including Compliance, Distribution, and Supervision products — for enterprise asset managers operating in complex regulatory environments.
• Serve as primary point of contact for assigned implementations — managing timelines, milestones, risks, and stakeholder expectations from kickoff through go-live.
• Conduct needs assessments and translate client requirements into customized configurations across Compliance, Distribution, and Supervision modules.
• Develop and execute project plans; proactively surface risks and dependencies before they become problems.
• Deliver hands‑on training to client teams — technical users and business stakeholders alike.
• Create and maintain documentation: internal process guides and client-facing resources that outlast the implementation itself.
• Use AI tools operationally to move faster and communicate better — Claude for project planning and client data analysis, Gong for meeting capture, ChatGPT for drafting client communications.
• Coordinate cross‑functionally with Engineering, Product, Client Success, Support, and Solution Engineering; you know when to elevate and when to resolve.
• Identify and implement process improvements and automation opportunities that reduce time‑to‑value across the implementation practice.

• 2+ years managing enterprise implementations, onboarding projects, or client‑facing SaaS deployments — you’ve owned timelines, managed stakeholders, and delivered go‑lives under pressure.
• Background in SaaS serving enterprise clients or financial services — compliance, regtech, or fintech experience is a strong plus.
• Strong project management skills: you document, you communicate proactively, you elevate the right things at the right time.
• Excel proficiency and comfort with technical configuration — you can translate between a client’s business workflow and a system setup, and you’re not afraid to get hands‑on.
• AI fluency in your day‑to‑day:
  Claude or ChatGPT for drafting and analysis, Gong or similar for meeting intelligence. You use these tools now, not aspirationally.
• Clear, professional communicator — written and verbal — with enterprise clients and internal stakeholders at every level.
• Ownership mindset: you treat client outcomes as your outcomes, and you don’t need hand‑holding to figure out what needs doing.
• Plus: experience with asset managers, hedge funds, or registered investment advisers; familiarity with PE‑backed growth‑stage environments.