Client Implementation Engineer Front End Level I

Finboa™; Town of Texas, Orlando, New York (WI, FL, NY, AR); Hybrid; USD 50,000 - 90,000; Full time

Job summary

Join a forward-thinking company as a Client Implementation Engineer (Front-End) and play a vital role in transforming the financial sector. This fully remote position offers the chance to work closely with clients, ensuring seamless adoption of innovative automation solutions. You will customize workflows, provide technical support, and lead training sessions, all while collaborating with cross-functional teams to exceed client expectations. If you're passionate about technology and customer success, this role is perfect for you!

Benefits

IRA with company matching

Wellness resources

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Vision insurance

Qualifications

• 2+ years in client-facing roles focusing on technical support or customer success.
• Experience in a SaaS environment with front-end configuration using CSS and HTML.

Responsibilities

• Customize workflows and forms to meet client-specific requirements.
• Lead software training sessions and provide technical support during implementations.

Skills

Problem-solving

Communication Skills

Technical Support

CSS

HTML

Agile Methodologies

Education

High School Diploma

Associate or Bachelor's Degree

Tools

Asana

Job description

Client Implementation Engineer Front End Level I

Fully Remote - US

Tipo

Full Time

• IRA with company matching
• Wellness resources
• Bonus based on performance
• Health insurance
• Opportunity for advancement
• Paid time off
• Vision insurance

FINBOA, a leading provider of automation solutions for the financial sector, is seeking a Client Implementation Engineer (Front-End) -Level I. At FINBOA, we value innovation, collaboration, and excellence. Join us to help transform the financial sector with automation solutions that improve efficiency and compliance for banks and credit unions.

While this is a remote position you must be located in the US states of: Texas, North Carolina, Florida, South Carolina, Illinois, New York, Arizona, Georgia or Arkansas.

The ideal candidate will be passionate about technology and customer success, and have experience in the banking or credit union industry and has familiarity with Reg E Dispute management.

About the Role:

As a Client Implementation Engineer (Front-End), you will play a critical role in ensuring the seamless adoption of FINBOA’s solutions by configuring and supporting front-end technical requirements during implementation projects. You’ll collaborate with cross-functional teams and clients to meet their goals and timelines while delivering an exceptional client experience.

What You’ll Do:

• Instance Configuration: Customize workflows, forms, letters, and definitions to meet client-specific requirements.
• Technical Support: Address implementation queries, manage enhancements, and conduct user acceptance testing (UAT).
• Client Training: Lead software training sessions to familiarize client with the platform.
• Collaboration: Work with clients to clarify implementation requirements and timelines, and update project tasks in tools like Asana.
• Documentation: Develop and maintain configuration steps, troubleshooting procedures, and knowledge base content for internal and client use.
• Problem Solving: Troubleshoot and resolve software configuration issues by reviewing logs and code.
• Team Support: Assist in testing new features, mentoring team members, and refining implementation processes.

What You’ll Bring:

Required Skills & Qualifications:

• High school diploma.
• 2+ years in client-facing roles such as technical support or customer success.
• 1+ year in a SaaS environment, focusing on front-end configuration with CSS and HTML for system customization.
• Strong problem-solving and troubleshooting abilities.
• Excellent verbal and written communication skills.
• Familiarity with agile methodologies for task and priority management.
• Positive attitude and ability to manage multiple priorities effectively.

Preferred Skills & Qualifications:

• Associate or bachelor’s degree (or equivalent experience and certifications).
• Experience in accounting, banking, or fintech.
• Familiarity with project management tools like Asana.

What Success Looks Like:

• Deliver high-quality configurations and on-time implementations that exceed client expectations.
• Maintain a 95% on-time task completion rate.
• Demonstrate expertise in HTML, CSS, and system configuration to efficiently resolve issues.
• Foster productive relationships with clients and internal teams.
• Contribute to the enhancement of documentation and implementation processes.

FINBOA is an equal opportunity employer.

About FINBOA

FINBOA is a leading innovator in intelligent automation for community and regional banks and credit unions.

Leveraging more than 30 years of experience, FINBOA has created software solutions to reduce compliance cost and reputational risk by bringing together digital transformation, regulatory compliance, process automation and customer experience. Headquartered in Houston, FINBOA engages in partnership with financial institutions across the U. S. to achieve targeted business outcomes and peace of mind.