Implementation Manager

FUNDINGO is seeking an Implementation Manager to join our growing Delivery team. The Implementation Manager owns client implementations day to day, from post-sale kickoff through training and go-live. You are the primary point of contact for clients during onboarding, responsible for managing the timeline, scope, risks, and communication while configuring the FUNDINGO platform to meet each client's business needs.

You will manage multiple concurrent implementations, run client working sessions independently, and answer most client questions on your own. You will partner with our Solutions Consultant, who owns solution design for complex or unique requirements, advises on edge cases and best practices, and validates the approach when a project reaches the limits of standard functionality.

FUNDINGO is a Salesforce-native loan management platform helping lenders manage the complete lending lifecycle, including origination, servicing, accounting, borrower management, and workflow automation.

Our customers include non-bank lenders, private lenders, CDFIs, financial institutions, and organizations with complex lending operations. FUNDINGO serves as a mission-critical operating platform that powers how these organizations run their businesses.

Our implementations can be complex and highly configurable, requiring coordination across customers, project managers, implementation resources, product experts, engineering, QA, and third-party vendors.

• Own assigned implementations day to day, leading clients through the full lifecycle from kickoff through training and go-live.
• Manage project timelines, scope, milestones, and deliverables across multiple concurrent client projects.
• Identify project risks early, discuss mitigation strategies with the client, and upscale issues when necessary.
• Prepare daily and/or weekly status reports and communicate regularly with clients, obtaining feedback and approval throughout configuration.
• Manage the Jira board for assigned projects, ensuring tickets are properly prioritized, assigned, and tracked to meet deadlines.

• Run requirements and configuration working sessions with clients independently.
• Ask questions to fully understand client processes from start to finish, applying logical thinking to identify gaps and clarify the underlying need before proposing an approach.
• Serve as the first line of answers for client questions about FUNDINGO functionality and configuration.

• Learn the FUNDINGO platform deeply and configure and test standard product functionality, including pages, fields, flows, and layouts, to meet client business needs.
• Connect business requirements to specific configuration decisions, considering downstream impacts before making changes.
• Troubleshoot configuration issues independently before escalating, and document issues clearly for the development team when escalation is needed.
• Write detailed tickets based on gathered requirements, clearly outlining requirements, acceptance criteria, and relevant details.
• Guide and assist clients through the data conversion and data migration process.
• Develop training and configuration documentation to support internal and external stakeholders.

• Recognize when a requirement is complex, unique, or outside standard product functionality, and bring in the Solutions Consultant for solution design.
• Execute solution designs provided by the Solutions Consultant and keep them informed of implementation progress and issues.
• Apply recommended implementation patterns and configuration standards consistently across projects.

• Share feedback from client…