Implementation Manager, Financial Services

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $100k - $120k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🛠️ Implementation Specialist

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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AlphaSense

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2011

💼 Consulting

🏥 Healthcare

📣 Marketing

💰 Debt Financing on 2022-06

Consulting • Healthcare • Marketing

AlphaSense is a market intelligence and search platform that empowers companies to unlock critical insights across an extensive universe of public and private content, including company filings, broker research, expert calls, and market trends. Its AI-driven technology affords users the ability to conduct comprehensive due diligence with speed and accuracy, reducing uncertainty and blind spots in decision-making. Trusted by major corporations, financial institutions, and asset management firms globally, AlphaSense serves sectors such as financial services, health care, and technology by providing generative AI-powered solutions that integrate internal proprietary data with external premium content.

📋 Description

• Own the onboarding and rollout program for large enterprise clients, including project plans, critical milestones, and risk mitigation, from pre-sale handoff through the first 90 days • Serve as a main point of contact for rollouts, lead regular status meetings, and align resources across Sales, Marketing, Product, and Customer Success • Track time to first login, percentage of users reaching first login, platform retention, and frequency of use, then act on findings with the account team • Partner with Sales before close to shape rollout plans and hand accounts to Account Managers and Customer Success Managers with a maintenance plan after approximately 90 days • Analyze adoption trends and bottlenecks and translate data into actionable insights for internal teams and client stakeholders • Identify onboarding improvements, document best practices and standardized playbooks, and build scalable processes • Develop an understanding of the product, customer persona, reason for investment, and customer lifecycle mapping • Report to the Team Lead, Strategic Deployments

🎯 Requirements

• 4+ years in a client-facing onboarding, customer success, or program management role in a B2B SaaS environment • Experience working with, at, or alongside financial services organizations such as investment banks, hedge funds, private equity firms, and venture capital firms • Experience with investment banking and hedge fund clients is especially relevant • Experience with change management practices that help client organizations adopt a new tool after purchase • Familiarity with project management tools (Linear, Jira, Asana, Rocketlane) and CRM software (Salesforce) is a must • Ability to work with adoption data and develop internal and external reports • Proficiency in Microsoft Excel or Google Sheets, including pivot tables, complex formulas, and data validation • Interest in identifying operational inefficiencies and driving organizational change through scalable processes and documentation • Strong communication skills to work with senior client stakeholders such as managing directors and partners • Must work in US Eastern or Central Timezones

🏖️ Benefits

• Performance-based bonus • Equity • Generous benefits program • Reasonable accommodation for qualified employees with protected disabilities, where required by applicable laws