Implementation Manager - Remote

Overview

OneVest is a fast-growing technology company on a mission to Power the World’s Wealth by revolutionizing how financial institutions deliver wealth management services. We are an innovative team that thrives on creativity, collaboration, and the pursuit of excellence. We’ve been listed as one of Forbes's best start-up employers, and named on the WealthTech100 list for 2024. OneVest is backed by notable investors including Salesforce Ventures, Allianz Life Ventures, TIAA Ventures, OMERS Ventures, Fin Capital, Deloitte Ventures, and more. If you’re passionate about finance, technology, and making a real impact, this is the perfect opportunity to be part of something big.

In Short

• Join a fast-growing technology company focused on wealth management.
• Full-time Implementation Manager role in the Customer Solutions team.
• Help enterprise customers integrate and onboard to OneVest products.
• Manage customer onboarding and ensure implementation best practices.
• Collaborate with internal teams to advocate for customer needs.
• Provide subject matter expertise throughout the implementation process.
• Monitor project delivery and performance for assigned customers.
• Act as a primary point of contact for customer interactions.
• Establish strategic planning sessions with customers.
• Flexible working hours to meet client needs.

Requirements

• 3-5 years of experience in SaaS technology implementation.
• Experience in wealth management/wealth technology.
• Ability to develop strategies for implementations and customer success.
• Strong communication and presentation skills.
• Flexibility with working hours.

Benefits

• Fun and rewarding work culture.
• 4 weeks of vacation plus a company-wide shutdown.
• Flexible and hybrid working environment.
• Comprehensive health, dental, and vision benefits.
• Employee Stock Option Purchase Plan.