Implementation Specialist

This role is responsible for getting clients onboarded and adopting the FinQuery application after the purchase order is signed. Implementation Coordinators will walk clients through FinQueryâs 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.

What you will be doing:

Manage customer-facing project services

Coordinate with Sales, Professional Services and Customer Success 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 Monday to track project milestones and client interactions

Provides customer focused interaction ensuring timely response and effective follow-up on client and/or internal requests and/or issues.

Ensure client satisfaction and product/service adoption

Conduct all business in accordance with FinQuery policies and procedures

All other duties as assigned

What experience and skills we need you to have:

4-year college degree or equivalent experience

1-2 years of client facing experience preferred

1-2 years of experience of working with a high growth or SaaS company

Strong written and verbal communication skills

Must have strong organizational skills and be detail oriented.

Project management experience preferred

Developing experience with Salesforce, MS Office, and G-Suite

About Us

FinQuery is revolutionizing accounting automation and contract management. As the only provider offering a single platform for complete visibility into lease and vendor contracts, we empower organizations with unprecedented control over their top spending categories. Our award-winning AI-driven software helps over 8,000 organizations worldwide minimize risk, boost efficiency, and reduce costs. Join us as we redefine how businesses manage their finances.

FinQuery 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. FinQuery maintains a drug-free workplace.

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Implementation Specialist

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