Strategic Implementation Project Leader - Finexio

(This role is for a “proactive” and “functional” implementation leader.)

(Please DO NOT apply if you do not meet the below criteria.)

As a Strategic Implementation Project Manager (SIPM) at Finexio, you will configure and implement our software based on our clients’ requirements with responsibility for system adoption and client success. SIPMs will work directly with channel partners and/or clients to define their needs, evaluate their current processes, offer best practices and manage partners/clients through the project implementation of the Finexio system. SIPMs are experienced, functional project managers and will leverage their subject matter expertise in the configuration and use of our software solution to meet individual client needs and will lead training sessions with various stakeholders and system end users to ensure system adoption.

SIPMs are expected to manage multiple implementation projects concurrently and will coordinate with internal resources as necessary to ensure client satisfaction and success.

SIPMs work on large, complex implementations where they will develop customized project plans, consult on business process for system usage, manage client expectations at the executive level (incl relationship and contract discussions) and lead program configuration and training sessions.

SIPMs may be engaged in Sales processes as needed to support sales efforts.

Key Responsibilities:

• Develop client relationships as the primary point of contact following the sale, and hand off to Account Management, Client Operations and Supplier Enablement upon successful completion of the implementation.
• Create a detailed implementation/project plan(s), outline risks with the partner/client, and identify solutions to unforeseen implementation challenges.
• Identify, develop, and provide consultative expertise on best practices.
• Lead kick-off, training and weekly partner/client facing sessions to understand the client’s existing and future needs and maintain accountability for project tasks and timelines.
• Training sessions: Conducting training sessions with individuals or groups, and spending time with students on a one-on-one basis.
• Training evaluation: Assessing training needs, evaluating the effectiveness of training, and following up with participants to reinforce their new skills
• Configure software to meet the client’s requirements and ensure that appropriate testing and peer-reviewing is completed before transition to Account Management, Client Operations, and Supplier Enablement.
• Maintain detailed project work plans, issue logs, key decisions, open action items, and present the project status to internal management and customer stakeholders.
• Convene relationship/contract discussions as necessary to manage scope and client expectations.
• Influence key decision makers to best leverage software to meet their stated goals and objectives, which may include challenging assumptions and recommendations to ensure optimal client outcomes.
• Identify issues and develop solutions, escalating when necessary to ensure that implementations stay on schedule.
• Coordinate and motivate stakeholders to adopt the software while thoroughly educating them using consultative skills and best practices.
• Share client feedback and ideas with Product, and act as “voice of the customer” to advocate for product enhancements.
• Work with internal partners as needed to ensure a smooth customer experience and collect data from customers regarding their onboarding experience
• Performs other duties as assigned

Requirements

(Please DO NOT apply if you do meet the below criteria.)

• 4+ years of experience leading, building, driving performance of SaaS software implementation projects in the enterprise space.
• Experience with API integrations or custom ETL integrations. (Preferred)
• Must have late-startup or early-growth company experience.
• Demonstrated ability to run projects, not just manage projects.
• Demonstrated ability owning and taking accountability to ensure multi-party projects execute effectively and efficiently.
• Experience delivering implementation projects within a channel partner framework, managing execution across internal, partner and client resources.
• You have run complex multi-party, multi department software installation or transformation projects, often delivering on time and under budget.
• Experience developing, installing, training, and/or supporting B2B solutions.
• Experience working in a business environment with growth rates above 50% per year or more.
• Demonstrated ability for executive and associate level communication and presentation skills.
• Track record of successfully managing multiple projects, project SOW and action planning, and fielding escalations.
• Positive, can-do attitude combined with an ability to manage customer expectations and be assertive and persuasive.
• Ability to manage multiple competing priorities, rapidly adapt and respond to customer requests and timeline changes.
• Entrepreneurial mindset; you’re a builder and passionate about developing processes and processes improvement.
• Excellent communication and presentation skills to effectively communicate information to internal and external stakeholders, including the ability to chair meetings or host webinars.

Technical Requirements:

• Understand modern software architecture fundamentals.
• Can read and understand technical flow and data diagrams.
• Understands fundamentals of SSO and API integrations.
• Be able to understand Client technology requirements and convey those to Finexio product and technology teams.
• The ideal candidate should have experience supporting software engineering, architecture, or product development.
• Experience with project management planning & reporting tools (Ex: Monday.com)

Benefits

 Why You’ll Love Working at Finexio:

• Culture: We are a humble, client-first team that is focused on collaborative data-driven success.
• Speed: We move fast, love new ideas and give you the opportunity to push your limits.
• Growth: We are expanding rapidly into new markets, launching new services and creating a world-class company

What We Offer:

• The chance to work in a fast-paced start-up environment with experienced industry leaders
• An environment where you can dive deep into the latest technologies and make a real, measurable impact
• Employee Engagement – Quarterly virtual team building activities and monthly team lunches
• Competitive salary and stock options
• Medical, dental, and vision
• Unlimited Vacation Policy

Compensation $110,000 to $145,000