Client Implementation Associate - Family Office Wealth Technology

Verrus; New York (NY); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive Salary + Bonus

Generous Employee Equity Plan

Frequent Off-sites and Team-building

Job summary

Verrus is seeking a Client Implementation Associate for its Family Office Wealth Technology platform in New York City. This on-site role demands hands-on execution and direct client ownership, guiding onboarding through long-term adoption.

Responsibilities include leading implementations, gathering client requirements, coordinating with Sales, Product, Engineering, and Support, and delivering training plus documentation to demonstrate value.

Qualifications

• 2-5 years of experience in SaaS implementation, customer success, or project management.
• Strong command of accounting and investment principles; CPA preferred.
• Experience with Jira, HubSpot, or similar platforms.
• Ability to translate complex technical concepts for non-technical audiences.
• Family office or wealth-tech experience preferred.

Responsibilities

• Lead onboarding and implementation from setup to successful adoption.
• Gather and analyze client requirements to design configurations.
• Coordinate cross-functional teams across Sales, Product, Engineering, and Support.
• Conduct product training sessions and build client documentation.
• Monitor timelines and milestones, managing risks to protect launch dates.
• Act as trusted advisor and optimize client workflows within the platform.
• Relay client feedback to internal teams for product development.

Skills

SaaS implementation

Project management

Customer success

Accounting principles

Investment principles

Technical translation

Stakeholder management

Communication

Education

Certified Public Accountant (CPA)

Tools

Jira

HubSpot

Job description

We've partnered with a fast-growing SaaS platform built for family offices to appoint a Client Implementation Associate across their US client base.

This is not a support-ticket role, nor a role where you wait for direction. The mandate is clear: guide clients from onboarding through long-term adoption, and own that technology transformation end to end. Applicants must bring direct implementation experience, strong command of accounting and investment principles, and the credibility to operate as a trusted advisor and technical liaison for sophisticated family office clients.

Client Implementation Associate - Family Office Wealth Technology

New York City (On-site)

The Position:

The appointed Client Implementation Associate will:

• Lead customer onboarding and implementation projects, guiding clients from initial setup through successful platform adoption
• Gather and analyse client requirements to design configurations aligned to business objectives and platform capabilities
• Coordinate cross-functional teams across Sales, Product, Engineering, and Support to ensure seamless deployment and integration
• Conduct product training sessions and build documentation to help clients realize the platform's value
• Monitor project timelines and milestones, proactively managing risk and blockers to protect launch dates
• Act as a trusted advisor, recommending best practices and optimizing client workflows within the platform
• Relay client feedback to internal teams to inform product development

This is a client-facing, execution-focused role combining technical translation with direct relationship ownership.

The Applicant:

Successful profiles will be expected to demonstrate:

• 2-5 years of experience in SaaS implementation, customer success, or project management
• Strong command of accounting and investment principles, CPA preferred
• Comfort working with tools such as Jira, HubSpot, and comparable implementation or customer success platforms
• Ability to translate complex technical concepts into clear, actionable guidance for non-technical audiences
• Family office or wealth-tech experience preferred

Depth and relevance of hands-on implementation experience will be weighted more heavily than years served.

The Company:

Our client is a fast-growing software platform purpose-built for family offices, enabling them to operate efficiently, securely, and insightfully through a period of generational wealth transfer and digital transformation.

With a genuinely differentiated product, a scaling US client base, and a lean, high-performing team, the business is entering a decisive phase of growth. This appointment is central to that expansion.

• Competitive Salary + Bonus
• Generous Employee Equity Plan
• Frequent Company Off-sites and Team-building Events