FinTech Implementation Consultant I (Hybrid/Remote)

United States Digital Space LLC; San Francisco (CA); Hybrid; USD 91,000 - 114,000; Full time

Job summary

The Implementation Consultant I role on the Commercial team supports our small to mid-sized customers through their onboarding journey, helping them get up and running on the company with guidance and structured support. As an initiator on the team, you’ll develop your product knowledge, sharpen your project management skills, and build the foundation for a career in implementation consulting.

This role is based in San Francisco in a hybrid environment requiring three in-office days weekly (Mon,

Qualifications

• 2+ years of experience in a customer-facing role, ideally within a SaaS organization or a consulting firm that delivers SaaS services.
• Some exposure to project coordination or structured implementation work.
• Strong communication skills, both with customers and internal stakeholders.
• Comfort working across technical and non-technical workstreams with guidance.
• Organized and detail-oriented, with a strong sense of urgency in driving tasks to completion.
• Collaborative mindset with the ability to work cross-functionally to resolve issues.

Responsibilities

• Organize and facilitate customer meetings by managing agendas, capturing notes, tracking action items, and setting clear expectations throughout the implementation lifecycle.
• Support customers in understanding their business needs and configuring the company to address them, translating basic requirements into product configurations with guidance.
• Manage straightforward stakeholder communication and assist with timelines and deliverables to keep implementations on track.
• Assist with spend migrations and support end user adoption during deployment, helping customers feel confident and prepared for go-live.
• Introduce integration concepts to customers, provide relevant guides for connecting the company with external systems, and engage Technical Consultants for more complex integration or troubleshooting needs.
• Coordinate handoffs between AE/CSE and CSM, providing basic documentation to ensure continuity of the client relationship.
• Deliver standard change management templates to customers in preparation for go-live, and lead training sessions with supervision as needed.
• Collaborate within the Implementation team and contribute feedback on the client experience when asked, supporting process improvements over time.

Skills

Customer-facing

Communication

Cross-functional

SaaS experience

Job description

The Implementation Consultant I role on the Commercial team supports our small to mid-sized customers through their onboarding journey, helping them get up and running on the company with guidance and structured support. As an initiator on the team, you’ll develop your product knowledge, sharpen your project management skills, and build the foundation for a career in implementation consulting.

This role is based in San Francisco in a hybrid environment requiring three in-office days weekly (Mon,