Implementation Coordinator

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FinQuery, Formerly LeaseQuery

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

☁️ SaaS

💳 Fintech

💰 Venture Round on 2020-01

Finance • SaaS • Fintech

FinQuery, formerly known as LeaseQuery, is a company that provides finance and accounting software solutions designed to simplify complex accounting tasks and ensure compliance with various financial standards. Their platform offers tools for lease accounting, prepaid and accrual accounting, contract management, and SBITA accounting. The software is CPA-built and automates processes such as amortization schedules, journal entries, and expense management, which facilitates compliance with ASC 842, IFRS 16, GASB 87, and other standards. FinQuery uses AI-enabled technology to streamline accounting tasks, making it easier for professionals and organizations to manage leases, contracts, and financial forecasts effectively. With a focus on audit readiness and supporting over 8,000 organizations worldwide, FinQuery aims to improve the accuracy and efficiency of financial accounting processes.

📋 Description

• 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.

🎯 Requirements

• 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

🏖️ Benefits

• Annual employee development program stipend of $1,000 for each employee • Mentorship program available • Sabbatical program of 4 weeks after 5 years of service • Advancement opportunities based on results • Signing stipend for a work-from-home setup • Paid Time Off • Parental Leave Benefits • Fertility/Adoption Assistance • Annual tutoring stipend for your children