Implementation Coordinator

Solve the Problems That Matter Most

This role is responsible for getting clients onboarded and adopting the Fin Query application after the purchase order is signed. The Implementation Specialist will walk clients through Fin Query’s on-boarding process, ensure that the project timeline is adhered to, and be a focal point for information flowing to and from the client. As the point of contact during on-boarding, this role is critical in ensuring that clients have a great first impression of our application and can start utilizing it as quickly as possible.

• Manage customer-facing project services
• Coordinate with Sales, Professional Services and Customer Solutions to onboard multiple clients simultaneously accurately and efficiently
• Engage with Engineering to resolve issues that arise in implementation and communicate product updates to the client
• Initiate, plan and design project timelines based on client specifics and the availability of internal resources
• Comply with department standards in accordance with SOC regulations, especially as it relates to confidential document management
• Support development of business cases with the customer team, including solutions estimates
• Communicate project status and milestones to the client in a consistent and effective manner
• Manage customer relationships as well as the project team and internal experts
• Coordinate with Professional Services team to input client data into the application and train clients on how to use the software
• Use Salesforce and Milestones to track project milestones and client interactions.
• Other duties as assigned

• 4-year college degree or equivalent experience
• Strong written and verbal communication skills
• Salesforce experience preferred
• Must have strong organizational skills and be detail oriented.
• Project management experience preferred
• 1-2 years of client facing experience preferred
• 1-2 years of experience of working with a high growth or SaaS company

For Your Growth & Career:

Annual employee development program stipend of $2,000 for each employee

Mentorship program (available immediately)

Sabbatical program (4 weeks after 5 years of service)

Advancement opportunities based on results, not politics

For Your Financial Well-being:

401(k) plan with employer matching

Signing stipend for a work-from-home setup

For Your Health & Wellness:

Great health benefits with multiple plan option

Flexible PTO (including 11 holidays and your birthday off)

Free gym membership at our office (Atlanta HQ)

Casual dress environment (when in office)

Catered lunches every Tuesday & Thursday (when in office)

For Your Family & Life:

Parental Leave Benefits

Fertility/Adoption Assistance

Annual tutoring stipend for your children

Fin Query is an equal opportunity employer to all persons, free from restrictions and prejudice based upon race, color, creed, religion, sex, domestic relationship status, parental status, family status, sexual orientation, national origin, gender identity, age, and disability status. Fin Query maintains a drug-free workplace.