Implementation Manager; Financial Domain

Implementation Manager Financial Domain

Role Overview

We are looking for an Implementation Manager Financial Domain to lead end-to-end Zoho implementation projects for clients in the Financial Services, Wealth Management, Investment Advisory, Insurance, NBFC and related sectors
.

The role will act as the bridge between business stakeholders, customers, functional consultants and technical teams
, ensuring successful solution design, implementation, testing, UAT and go-live. This requires a good communication skill in English

Key Responsibilities

• Understand and document clients'
  financial business processes, requirements and automation needs
  .
• Translate business requirements into functional specifications, workflows and Zoho-based solutions
  .
• Configure and customize Zoho applications such as CRM, Books, People, Projects, Analytics and Creator
  .
• Design workflows, automation, dashboards, reports, custom modules and integrations.
• Understand and map processes such as Lead Management, Client Onboarding, KYC, Sales, Investments, Financial Planning, Service Requests, Billing and MIS/Reporting
  .
• Coordinate with technical teams for APIs, integrations, Deluge, JavaScript/HTML and custom development
  .
• Lead system testing, test-case preparation and customer UAT
  .
• Manage issue resolution, UAT sign-off, deployment and post-go-live support.
• Conduct customer training and prepare user manuals and process documentation
  .
• Manage project timelines, scope, risks, dependencies and customer expectations.
• Lead and mentor functional and technical implementation teams.
• Act as the key point of contact between customers, business stakeholders and the implementation team
  .

Candidate Profile

• Bachelor's degree in Finance, Commerce
• 5+ years of experience in financial services, fintech, banking, wealth management, insurance, NBFC or related domains.
• Strong communication skills in English is critical for this role
• Experience in business application / CRM / ERP / SaaS implementation is preferred.
• Strong understanding of financial business processes and customer lifecycle management.
• Hands-on or strong working knowledge of Zoho CRM, Books, Creator, Analytics, Projects or related Zoho applications
  .
• Understanding of workflow automation, APIs, integrations and business process digitization
  .
• Experience in UAT, system testing and project implementation
  .
• Excellent analytical, problem-solving and communication skills.
• Strong customer-facing and stakeholder-management capabilities.
• Ability to manage multiple projects and lead cross-functional teams.

Ideal Candidate

A Finance-domain professional with strong technology orientation
, or a techno-functional implementation professional with significant Financial Services experience
, who can understand business requirements and convert them into scalable Zoho-based digital solutions.