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Transitions Technology Specialist

Job in Saint Petersburg, Pinellas County, Florida, 33739, USA
Listing for: NextPath Career Partners
Full Time position
Listed on 2026-07-04
Job specializations:
  • IT/Tech
    IT Consultant, Technical Support, IT Support, Systems Analyst
Salary/Wage Range or Industry Benchmark: 90000 - 110000 USD Yearly USD 90000.00 110000.00 YEAR
Job Description & How to Apply Below
Position: Transitions Technology Specialist (5706)

Next Path Workforce Solutions is currently seeking a Transitions Technology Specialist to join our client’s team in St. Petersburg, FL
. This is an Onsite, Direct Hire position.

SALARY: $90,000–$110,000 (depending on experience)

Unfortunately, at this time our client is unable to sponsor or transfer visas. Only candidates authorized to work in the US without sponsorship should apply.

REQUIREMENTS
  • 5-7+ years of experience in Financial Services or Wealth Management
  • Experience with tools like Salesforce, Black Diamond, Addepar, eMoney, or Money Guide
  • Polished and professional communication skills
  • Ability to manage multiple projects and stakeholders concurrently
  • Proficiency with Microsoft 365 (Excel, Power Automate, Power Apps, SharePoint)
RESPONSIBILITIES
  • Own the technology onboarding process for new Network Partners, from pre-launch to post-launch
  • Configure, test, and document systems, workflows, and best practices
  • Serve as the primary technical contact throughout transition lifecycle
  • Collaborate with internal teams to validate system readiness and streamline workflows
  • Advise and assist partners with platform adoption and transition processes
  • Host training sessions and implementation calls
  • Travel onsite to set up systems, train staff, troubleshoot, and support transition events
  • Maintain documentation, including workflow guides and training materials
  • Communicate effectively with partners and internal teams during transitions
  • Provide real-time onsite support during go-live events, including troubleshooting and follow-up

We are an Equal Opportunity Employer.

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