Implementation Manager
- Compensation
- $100K–$140K / yr
- Location
- United States
- Work setup
- Remote
- Seniority
- Not specified
- Employment
- Full time
- Experience
- 3+ years
- Category
- Customer success
- Posted
Skills
Must have
- 3-5 years of relevant experience in product implementation, business analysis, consulting, technical support, or technical problem-solving.
- Salesforce administration, including building objects, fields, page layouts, and flows
- Demonstrated ownership of implementation work across multiple phases, from requirements through go-live.
- Strong communication and customer relations skills, with a consultative approach to understanding client needs.
- Ability to manage multiple concurrent projects and adapt quickly to changing priorities in a fast-paced environment.
Nice to have
- 2+ years of lending experience (loan origination, servicing, CDFI, or alternative lending)
- Experience in client services in a B2B/SaaS environment
- Project Lead or Project Management experience
- Data Migration experience
- Jira experience
Full description
POSITION SUMMARY
FUNDINGO is seeking an Implementation Manager to join our growing Delivery team. The Implementation Manager owns client implementations day to day, from post-sale kickoff through training and go-live. You are the primary point of contact for clients during onboarding, responsible for managing the timeline, scope, risks, and communication while configuring the FUNDINGO platform to meet each client's business needs.
You will manage multiple concurrent implementations, run client working sessions independently, and answer most client questions on your own. You will partner with our Solutions Consultant, who owns solution design for complex or unique requirements, advises on edge cases and best practices, and validates the approach when a project reaches the limits of standard functionality.
ABOUT FUNDINGO
FUNDINGO is a Salesforce-native loan management platform helping lenders manage the complete lending lifecycle, including origination, servicing, accounting, borrower management, and workflow automation.
Our customers include non-bank lenders, private lenders, CDFIs, financial institutions, and organizations with complex lending operations. FUNDINGO serves as a mission-critical operating platform that powers how these organizations run their businesses.
Our implementations can be complex and highly configurable, requiring coordination across customers, project managers, implementation resources, product experts, engineering, QA, and third-party vendors.
RESPONSIBILITIESImplementation Ownership
- Own assigned implementations day to day, leading clients through the full lifecycle from kickoff through training and go-live.
- Manage project timelines, scope, milestones, and deliverables across multiple concurrent client projects.
- Identify project risks early, discuss mitigation strategies with the client, and escalate issues when necessary.
- Prepare daily and/or weekly status reports and communicate regularly with clients, obtaining feedback and approval throughout configuration.
- Manage the Jira board for assigned projects, ensuring tickets are properly prioritized, assigned, and tracked to meet deadlines.
Client Engagement & Requirements
- Run requirements and configuration working sessions with clients independently.
- Ask questions to fully understand client processes from start to finish, applying logical thinking to identify gaps and clarify the underlying need before proposing an approach.
- Serve as the first line of answers for client questions about FUNDINGO functionality and configuration.