Enterprise Implementation Lead - Compliance SaaS for Asset Managers

Red Oak; Austin (TX); Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

Equity Appreciation Rights

Comprehensive health coverage

401(k) with 5% employer match

Unlimited PTO

Enhanced family leave

Life insurance

Job summary

Red Oak, located in Austin, Texas, is seeking a client implementation manager to oversee end-to-end implementation of their Compliance Connectivity Platform. This role requires managing timelines, training clients, and ensuring a smooth transition to Client Success.

Candidates should have 2+ years in enterprise implementations, experience in SaaS or financial services, and strong communication and project management skills. Benefits include comprehensive health coverage, equity appreciation rights, and unlimited PTO.

Qualifications

• 2+ years managing enterprise implementations or onboarding projects.
• Experience in SaaS serving enterprise clients or financial services.
• Strong project management and communication skills.
• Proficiency in Excel and technical configuration.

Responsibilities

• Manage end-to-end implementation of the Compliance Connectivity Platform.
• Conduct needs assessments and translate client requirements.
• Deliver hands-on training and create documentation.
• Coordinate with cross-functional teams and implement process improvements.

Skills

Project management

Excel proficiency

Communication

Client management

SaaS experience

AI tool usage (e.g., ChatGPT)

Job description

Red Oak, located in Austin, Texas, is seeking a client implementation manager to oversee end-to-end implementation of their Compliance Connectivity Platform. This role requires managing timelines, training clients, and ensuring a smooth transition to Client Success.

Candidates should have 2+ years in enterprise implementations, experience in SaaS or financial services, and strong communication and project management skills. Benefits include comprehensive health coverage, equity appreciation rights, and unlimited PTO.